Tracking Robert Vinall’s RV Capital 13F Portfolio – Q1 2022 Update

  • Robert Vinall’s 13F portfolio value decreased from $386M to $323M this quarter. 
  • The Carvana stake was increased while decreasing Meta Platforms. 
  • Credit Acceptance Corp at roughly one-third of the portfolio is by far the largest position. 

 Robert Vinall’s RV Capital 13F Portfolio value decreased from $386M to $323M this quarter. The heavily concentrated portfolio continues to have less than ten stakes.

 

 

The spreadsheet below highlights changes to RV Capital’s 13F holdings in Q1 2022:

 

 


 

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.  




No comments :

Post a Comment