Rob Vinall - RV Capital 13F Activity & Position Changes (Q4 2019)

As of Dec 31, 2019, 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 2019, the filing reported:

New Buys - Wix

Increases - Trupanion, Inc.

Reductions - Credit Acceptance Corporation, Alphabet Inc., Meta Platforms, 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
Q4 2019	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-500	-0.4%	$50.65K	114,500
Q4 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-11,700	-58.8%	$10.98K	8,200
Q4 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-40,100	-16.3%	$42.36K	206,400
Q4 2019	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy	+27,978	+3.9%	$28.00K	747,544
Q4 2019	WIX Wix	Wix	Buy - Position Entry	+271,500	-	$33.23K	271,500