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

According to the SEC 13F filed on Apr 14, 2025, the RV Capital portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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