Rob Vinall - RV Capital 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 2018, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 11, 2026. 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 Q4 2018, the filing reported:

New Buys - Credit Acceptance Corporation, Alphabet Inc., Meta Platforms, Inc., Shake Shack, Inc., Trupanion, Inc.

Increases - None reported

Reductions - None reported

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
Q4 2018	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy - Position Entry	+110,000	-	$41.99K	110,000
Q4 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+19,900	-	$20.80K	19,900
Q4 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+206,500	-	$27.07K	206,500
Q4 2018	SHAK Shake Shack, Inc.	Shake Shack, Inc.	Buy - Position Entry	+165,000	-	$7.49K	165,000
Q4 2018	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy - Position Entry	+590,700	-	$15.04K	590,700