Rob Vinall - RV Capital 13F Activity & Position Changes (Q1 2022)

According to the SEC 13F filed on May 11, 2022, the RV Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Credit Acceptance Corporation, Carvana Co., Wix

Reductions - Salesforce, Inc., Meta Platforms, Inc.

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 2022	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+2,788	+1.4%	$107.84K	195,946
Q1 2022	CRM Salesforce, Inc.	Salesforce, Inc.	Sell	-2,200	-0.7%	$67.25K	316,743
Q1 2022	CVNA Carvana Co.	Carvana Co.	Buy	+361,900	+272.0%	$59.04K	494,935
Q1 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-40,500	-18.1%	$40.67K	182,900
Q1 2022	WIX Wix	Wix	Buy	+39,400	+9.6%	$47.09K	450,800