- Robert Vinall’s 13F portfolio value increased from $198M to $263M this quarter.
- They added Interactive Brokers and increased Meta Platforms while decreasing Credit Acceptance Corp.
- Credit Acceptance Corp at ~28% of the portfolio is by far the largest position.
Robert Vinall’s RV Capital 13F Portfolio value increased from $198M to $263M 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 2023. Please lookup our previous
update to see how the portfolio has progressed:
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