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Investors/ RV Capital AG/ Q2 2020

RV Capital AG

Robert Vinall · As of Q2 2020 · filed Aug 10, 2020

CACC CREDIT ACCEPTANCE CORP
30.0%
Added +43.6% 183,000 $76.7M
WIX WIX.COM LTD
29.2%
Reduced −3.0% 291,000 $74.6M
META META PLATFORMS INC-CLASS A
23.1%
Added +9.2% 260,000 $59.0M
TRUP TRUPANION INC
13.3%
Added +3.3% 795,956 $34.0M
CVNA CARVANA CO
4.5%
Held 94,642 $11.4M

Sold positions

1 closed in Q2 2020 · shares & value as of prior filing
Holding Shares sold Prior value
GOOGL ALPHABET INC-CL A
11,400 $13.2M

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.