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

As of Mar 31, 2022, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 11, 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