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RV Capital 13F, Q1 2024

Robert Vinall · quarter ending 31 March 2024 · filed 2 May 2024 · SEC CIK 1766596

$374.45M
Filed US book
6
Positions
25.7%
Largest position

Common stock only: shares the fund reported owning at the quarter end, valued as filed.

Largest positions, Q1 2024

Weights are against the whole filed book. Changes are in shares held, against the Q4 2023 filing.

CompanyTickerValue% of bookvs Q4 2023
META PLATFORMS INCMETA$96.33M25.7%unchanged
CREDIT ACCEP CORP MICHCACC$75.94M20.3%-6% shares
CARVANA COCVNA$74.51M19.9%+19% shares
WIX COM LTD$59.29M15.8%-4% shares
INTERACTIVE BROKERS GROUP INIBKR$34.62M9.3%unchanged
PDD HOLDINGS INCPDD$33.76M9.0%+46% shares

What changed since Q4 2023

Against the Q4 2023 filing, RV Capital opened 0 new positions, added to 2, trimmed 2, left 2 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.

New positions

No new positions this quarter.

Exited

Added to

Trimmed

  • CACC-6%$75.94M
  • WIX COM LTD-4%$59.29M

Other quarters

← Q4 2023Q2 2024 →Robert Vinall's latest portfolio

Source: SEC Form 13F-HR, accession 0001172661-24-001979, filed by RV Capital AG. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.