- Robert Vinall’s 13F portfolio value decreased from $222M to $210M this quarter.
- Carvana and Trupanion stakes were increased this quarter.
- Credit Acceptance Corp at ~41% of the portfolio is by far the largest position.
Robert Vinall’s RV Capital 13F Portfolio value decreased
from $222M to $210M 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 Q3 2022. Please lookup our previous
update to see how the portfolio has progressed:
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