Rob Vinall - RV Capital 13F Activity & Position Changes (Q2 2022)

According to the SEC 13F filed on Aug 15, 2022, the RV Capital portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. 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 2022, the filing reported:

New Buys - None reported

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

Reductions - Salesforce, Inc.

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
Q2 2022	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+2,500	+1.3%	$93.95K	198,446
Q2 2022	CRM Salesforce, Inc.	Salesforce, Inc.	Sell	-2,600	-0.8%	$51.85K	314,143
Q2 2022	CVNA Carvana Co.	Carvana Co.	Buy	+22,400	+4.5%	$11.68K	517,335
Q2 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+25,500	+13.9%	$33.60K	208,400
Q2 2022	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy	+10,500	+89.7%	$1.34K	22,200