What smart money is saying about Credit Acceptance Corporation
CACC
No fund has written a full thesis on Credit Acceptance Corporation in our archive, but 3 fund letters report a position in it, most recently Sequoia Fund (Ruane Cunniff LP) in June 2026.
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3
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Between Q4 2025 and Q2 2026, 3 fund letters reported a position in Credit Acceptance Corporation, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- June 2026
“We funded these purchases by trimming our investments in Sunbelt Rentals and Elevance Health and exiting the last of our holdings in Amentum Holdings, Liberty Broadband, and Credit Acceptance Corp.”
Credit Acceptance Corporation - June 2026
“CACC outperformed following signs of improving credit performance, while lower fuel prices eased concerns surrounding subprime borrowers.”
Credit Acceptance Corporation - HoldsP&R InvestmentDecember 2025
“As of 31 December 2025, our fund held 11 long-term equity positions, which accounted for 98.7% of the fund’s assets. The fund size was €75.8 million. The top five holdings were (in alphabetical order): • Credit Acceptance • Fairfax Financial Holdings • Kelly Partners Group • Next Generation Technology Group • Software Circle”
Credit Acceptance Corporation
Read the letters behind these Credit Acceptance Corporation positions
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