- Robert Vinall’s 13F portfolio value increased from $328M to $346M this quarter.
- They increased Carvana (CVNA) while decreasing Meta Platforms (META) and Salesforce.com (CRM) during the quarter.
- Credit Acceptance Corp (CACC) at ~23% of the portfolio is by far the largest position.
Robert Vinall’s RV Capital 13F Portfolio value increased from $328M to $346M this quarter. The heavily concentrated portfolio has just 8 stakes.
The spreadsheet below highlights changes to RV Capital’s 13F
holdings in Q4 2023. Please lookup our previous
update to see how the portfolio has progressed:
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