Rob Vinall - RV Capital 13F Activity & Position Changes (Q2 2020)

As of Jun 30, 2020, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 10, 2020. 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 Q2 2020, the filing reported:

New Buys - None reported

Increases - Credit Acceptance Corporation, Meta Platforms, Inc., Trupanion, Inc.

Reductions - Wix

Complete Exits - Alphabet 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
Q2 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+55,600	+43.6%	$76.68K	183,000
Q2 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-11,400	-100.0%	$0.00	-
Q2 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+22,000	+9.2%	$59.04K	260,000
Q2 2020	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy	+25,639	+3.3%	$33.98K	795,956
Q2 2020	WIX Wix	Wix	Sell	-9,100	-3.0%	$74.56K	291,000