Rob Vinall - RV Capital 13F Activity & Position Changes (Q1 2021)

As of Mar 31, 2021, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 30, 2021. 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 2021, the filing reported:

New Buys - Salesforce, Inc.

Increases - Credit Acceptance Corporation, Wix

Reductions - Meta Platforms, Inc.

Complete Exits - Trupanion, Inc.

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 2021	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+16,395	+8.3%	$76.98K	213,695
Q1 2021	CRM Salesforce, Inc.	Salesforce, Inc.	Buy - Position Entry	+219,513	-	$46.51K	219,513
Q1 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-42,900	-17.0%	$61.88K	210,100
Q1 2021	TRUP Trupanion, Inc.	Trupanion, Inc.	Sell - Position Exit	-316,298	-100.0%	$0.00	-
Q1 2021	WIX Wix	Wix	Buy	+38,000	+14.4%	$84.27K	301,800