- 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:
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