Twin Lions Management’s Credit Acceptance CACC Stock Holding History

Twin Lions Management’s Portfolio CACC Stock Details CACC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.7M	Sell	35,587 -61,604	-63%	-$33M	17.77%	2
2026 Q1	$41.2M	Buy	97,191 +13,233	+16%	+$6.24M	24.87%	1
2025 Q4	$37.2M	Buy	83,958 +9,116	+12%	+$4.23M	25.11%	1
2025 Q3	$34.9M	Buy	74,842 +5,791	+8%	+$2.89M	22.98%	1
2025 Q2	$35.2M	Buy	69,051 +23,580	+52%	+$11.6M	22.9%	1
2025 Q1	$23.5M	Buy	45,471 +540	+1%	+$267K	22.59%	1
2024 Q4	$21.1M	Buy	+44,931	New	+$20.8M	20.48%	1

Other funds holding CACC

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Twin Lions Management's CACC Position: Q2 2026 in Review

Twin Lions Management reduced its Credit Acceptance (CACC) stake by 63% in Q2 2026, selling an estimated $33M and leaving 35,587 shares worth $22.7M. The position accounts for 17.77% of the portfolio, ranked #2.

Twin Lions Management first reported a position in CACC in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.2M in Q1 2026. 297 funds tracked by Wall St. Rank hold CACC as of Q2 2026.

Twin Lions Management held 35,587 shares of Credit Acceptance worth $22.7M as of Q2 2026.
Twin Lions Management sold 61,604 Credit Acceptance shares in Q2 2026, an estimated $33M.
Credit Acceptance made up 17.77% of Twin Lions Management's portfolio in Q2 2026, its #2 holding.
Twin Lions Management first reported a position in Credit Acceptance in Q4 2024 and has held it in 7 quarters since.
Twin Lions Management's Credit Acceptance position peaked at $41.2M in Q1 2026.
297 funds tracked by Wall St. Rank held Credit Acceptance as of Q2 2026.

Based on Twin Lions Management's 13F filing for Q2 2026, filed 14 Aug 2026.