whalepapers
Investors/ RV Capital AG/ Q4 2019

RV Capital AG

Robert Vinall · As of Q4 2019 · filed Feb 5, 2020

CACC CREDIT ACCEPTANCE CORP
30.7%
Reduced −0.4% 114,500 $50.6M
META META PLATFORMS INC-CLASS A
25.6%
Reduced −16.3% 206,400 $42.4M
WIX WIX.COM LTD
20.1%
New 271,500 $33.2M
TRUP TRUPANION INC
16.9%
Added +3.9% 747,544 $28.0M
GOOGL ALPHABET INC-CL A
6.6%
Reduced −58.8% 8,200 $11.0M

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.