Rob Vinall - RV Capital 13F Activity & Position Changes (Q3 2022)

As of Sep 30, 2022, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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 Q3 2022, the filing reported:

New Buys - None reported

Increases - Carvana Co., Meta Platforms, Inc., Trupanion, Inc., Wix

Reductions - Credit Acceptance Corporation, 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
Q3 2022	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-3,200	-1.6%	$85.52K	195,246
Q3 2022	CRM Salesforce, Inc.	Salesforce, Inc.	Sell	-9,000	-2.9%	$43.89K	305,143
Q3 2022	CVNA Carvana Co.	Carvana Co.	Buy	+192,500	+37.2%	$14.41K	709,835
Q3 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+2,000	+1.0%	$28.55K	210,400
Q3 2022	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy	+2,800	+12.6%	$1.49K	25,000
Q3 2022	WIX Wix	Wix	Buy	+5,000	+1.1%	$35.66K	455,800