Rob Vinall - RV Capital 13F Activity & Position Changes (Q1 2024)

According to the SEC 13F filed on May 02, 2024, the RV Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. 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 2024, the filing reported:

New Buys - None reported

Increases - Carvana Co., PDD Holdings Inc.

Reductions - Credit Acceptance Corporation, Wix

Complete Exits - Salesforce, Inc., 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 2024	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-8,200	-5.6%	$75.94M	137,688
Q1 2024	CRM Salesforce, Inc.	Salesforce, Inc.	Sell - Position Exit	-186,849	-100.0%	$0.00	-
Q1 2024	CVNA Carvana Co.	Carvana Co.	Buy	+132,119	+18.5%	$74.51M	847,531
Q1 2024	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy	+91,300	+45.9%	$33.76M	290,400
Q1 2024	TRUP Trupanion, Inc.	Trupanion, Inc.	Sell - Position Exit	-25,000	-100.0%	$0.00	-
Q1 2024	WIX Wix	Wix	Sell	-17,007	-3.8%	$59.29M	431,280