Rob Vinall - RV Capital 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 14, 2025. 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 2025, the filing reported:

New Buys - None reported

Increases - H World Group Limited

Reductions - Credit Acceptance Corporation, Interactive Brokers Group, Inc., Meta Platforms, Inc., PDD Holdings Inc., Wix, and 1 more

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 2025	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-2,659	-2.0%	$66.57M	128,929
Q1 2025	HTHT H World Group Limited	H World Group Limited	Buy	+43,315	+7.0%	$24.41M	659,652
Q1 2025	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-11,867	-5.3%	$35.18M	212,480
Q1 2025	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-6,595	-4.4%	$82.41M	142,988
Q1 2025	PDD PDD Holdings Inc.	PDD Holdings Inc.	Sell	-9,920	-2.9%	$39.71M	335,569
Q1 2025	WIX Wix	Wix	Sell	-21,780	-6.1%	$55.22M	338,000
Q1 2025	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell	-30,464	-5.8%	$25.63M	492,265