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

According to the SEC 13F filed on Feb 08, 2022, the RV Capital portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2021. 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