Rob Vinall - RV Capital 13F Activity & Position Changes (Q2 2024)

As of Jun 30, 2024, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 07, 2024. 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 2024, the filing reported:

New Buys - Salesforce, Inc., Deere & Company

Increases - PDD Holdings Inc.

Reductions - Carvana Co., Meta Platforms, Inc., Wix

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 2024	CRM Salesforce, Inc.	Salesforce, Inc.	Buy - Position Entry	+7,000	-	$1.80M	7,000
Q2 2024	CVNA Carvana Co.	Carvana Co.	Sell	-27,900	-3.3%	$105.50M	819,631
Q2 2024	DE Deere & Company	Deere & Company	Buy - Position Entry	+5,001	-	$1.87M	5,001
Q2 2024	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-15,300	-7.7%	$92.31M	183,083
Q2 2024	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy	+27,289	+9.4%	$42.24M	317,689
Q2 2024	WIX Wix	Wix	Sell	-35,000	-8.1%	$63.04M	396,280