- Robert Vinall’s 13F portfolio value decreased from $323M to $222M this quarter.
- Meta Platforms and Trupanion stakes were increased this quarter.
- Credit Acceptance Corp at ~42% of the portfolio is by far the largest position.
Robert Vinall’s RV Capital 13F Portfolio value decreased from $323M to $222M 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 Q2 2022. Please lookup our previous
update to see how the portfolio has progressed:
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