Rob Vinall - RV Capital 13F Activity & Position Changes (Q4 2021)

As of Dec 31, 2021, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 08, 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 Q4 2021, the filing reported:

New Buys - Carvana Co., Trupanion, Inc.

Increases - Salesforce, Inc., Meta Platforms, Inc., Wix

Reductions - Credit Acceptance Corporation

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 2021	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-20,837	-9.7%	$132.83K	193,158
Q4 2021	CRM Salesforce, Inc.	Salesforce, Inc.	Buy	+21,635	+7.3%	$81.05K	318,943
Q4 2021	CVNA Carvana Co.	Carvana Co.	Buy - Position Entry	+133,035	-	$30.84K	133,035
Q4 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+8,800	+4.1%	$75.14K	223,400
Q4 2021	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy - Position Entry	+11,700	-	$1.54K	11,700
Q4 2021	WIX Wix	Wix	Buy	+77,700	+23.3%	$64.92K	411,400