CACC
Credit Acceptance Corp
2 super-investors hold CACC worth a combined $57M. The largest position: Robert Vinall at 13.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 59 — ranked #23 of 724 scored stocks.
Why super-investors own CACC
Cohort interest in CACC has contracted sharply over two years, falling from four owners to just two — though the data shows one owner (Greenblatt at a rounding 0.0% weight) barely registers as a conviction position. The real story is Robert Vinall, whose 13.8% portfolio allocation and $53M position accounts for the vast majority of the cohort's combined $57M exposure, making this effectively a single-manager thesis. No one added, trimmed, or exited in 2026Q1, suggesting a period of quiet holding rather than fresh conviction. The eight-quarter owner-count trend — 4, 4, 3, 3, 3, 3, 1, 1 — tells a clear story: broader super-investor interest in the subprime auto lender has faded steadily, leaving Vinall as its primary champion.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Robert Vinall | 13.8% | 30q | $53M | 124,160 |
| 2 | Joel Greenblatt | <0.1% | 30q | $4M | 9,363 |
Owners of CACC also hold
Long US equity 13F-HR filings only. CUSIP 225310101. Not investment advice.