- Robert Vinall’s 13F portfolio value decreased from $210M to $198M this quarter.
- Salesforce.com was marginally decreased this quarter.
- Credit Acceptance Corp at ~47% of the portfolio is by far the largest position.
Robert Vinall’s RV Capital 13F Portfolio value decreased from $210M to $198M 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 Q4 2022. Please lookup our previous
update to see how the portfolio has progressed:
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