Giverny Capital Inc. CACC CREDIT ACCEP CORP MICH

Ownership history in Giverny Capital Inc.  ·  25 quarters on record

AI Ownership Summary

Giverny Capital Inc. reported CREDIT ACCEP CORP MICH (CACC) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.57% in 2025 Q1. The latest visible filing shows CACC at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CACC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Giverny Capital Inc.'s position in CREDIT ACCEP CORP MICH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CACC was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Giverny Capital Inc. held CACC — position size vs. price
% of Fund (quarterly)    CACC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 77.5% -2.5% 6,874 -23,627 -77.5% 0.08% $2.6M 2025-11-14 $441.30
2025 Q2 ADDED 30,501 +650 +2.2% 0.53% $15.5M 2025-08-13 $488.11
2025 Q1 ADDED 29,851 +293 +1.0% 0.57% $15.4M 2025-05-13 $498.00
2024 Q4 ADDED 29,558 +300 +1.0% 0.51% $13.9M 2025-02-13 $511.90
2024 Q3 ADDED 29,258 +4,151 +16.5% 0.49% $13.0M 2024-11-13 $442.00
2024 Q2 ADDED 25,107 +947 +3.9% 0.55% $12.9M 2024-08-14 $444.20
2024 Q1 ADDED 24,160 +1,544 +6.8% 0.54% $13.3M 2024-05-13 $518.20
2023 Q4 ADDED 22,616 +512 +2.3% 0.57% $12.0M 2024-02-09 $551.87
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Giverny Capital Inc. and CACC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Giverny Capital Inc. reported owning CACC?

Giverny Capital Inc. reported CACC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CACC position in Giverny Capital Inc.'s portfolio?

The largest reported portfolio weight for CACC was 0.57% in 2025 Q1.

What is the latest reported CACC position on this page?

The most recent filing on this page is 2025 Q3, when Giverny Capital Inc. reported 6,874 shares, equal to 0.08% of portfolio, with an estimated market value of $2.6M.

What does the chart on this CACC ownership page compare?

The chart compares Giverny Capital Inc.'s quarterly CACC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Giverny Capital Inc. time their CACC position?

Based on 13F filing dates vs. subsequent CACC price moves, Giverny Capital Inc. correctly timed 8 out of 24 reported position changes (33%). The annualised alpha on CACC relative to SPY over the holding period was -6.9%.

← Back to Giverny Capital Inc. Holdings