Rob Vinall - RV Capital 13F Activity & Position Changes (Q1 2020)

According to the SEC 13F filed on Aug 14, 2026, the RV Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2020, the filing reported:

New Buys - Carvana Co.

Increases - Credit Acceptance Corporation, Alphabet Inc., Meta Platforms, Inc., Trupanion, Inc., Wix

Reductions - None reported

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+12,900	+11.3%	$32.58K	127,400
Q1 2020	CVNA Carvana Co.	Carvana Co.	Buy - Position Entry	+94,642	-	$5.21K	94,642
Q1 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+3,200	+39.0%	$13.25K	11,400
Q1 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+31,600	+15.3%	$39.70K	238,000
Q1 2020	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy	+22,773	+3.0%	$20.05K	770,317
Q1 2020	WIX Wix	Wix	Buy	+28,600	+10.5%	$30.26K	300,100