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

According to the SEC 13F filed on Aug 14, 2026, the RV Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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