Rob Vinall - RV Capital 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the RV Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jan 22, 2025. 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 2024, the filing reported:

New Buys - Microsoft Corporation

Increases - PDD Holdings Inc.

Reductions - Credit Acceptance Corporation, Carvana Co., Interactive Brokers Group, Inc., Wix, Yum China Holdings, Inc.

Complete Exits - Salesforce, Inc.

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 2024	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-2,600	-1.9%	$61.78M	131,588
Q4 2024	CRM Salesforce, Inc.	Salesforce, Inc.	Sell - Position Exit	-7,000	-100.0%	$0.00	-
Q4 2024	CVNA Carvana Co.	Carvana Co.	Sell	-214,217	-28.1%	$111.34M	547,514
Q4 2024	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-91,200	-28.9%	$40.15M	224,347
Q4 2024	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+11,500	-	$4.85M	11,500
Q4 2024	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy	+26,100	+8.2%	$33.51M	345,489
Q4 2024	WIX Wix	Wix	Sell	-36,500	-9.2%	$77.19M	359,780
Q4 2024	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell	-28,700	-5.2%	$25.18M	522,729