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

As of Mar 31, 2020, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 08, 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