Twin Lions Management LLC CACC CREDIT ACCEP CORP MICH

Ownership history in Twin Lions Management LLC  ·  6 quarters on record

AI Ownership Summary

Twin Lions Management LLC reported CREDIT ACCEP CORP MICH (CACC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 25.11% in 2025 Q4. The latest visible filing shows CACC at 24.87% 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.

What this CACC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Twin Lions Management LLC'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
2026 Q1

CACC was reported at 24.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.11% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Twin Lions Management LLC 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 97,191 +13,233 +15.8% 24.87% $41.2M 2026-05-15 $547.81
2025 Q4 ADDED 83,958 +9,116 +12.2% 25.11% $37.2M 2026-02-17 $491.36
2025 Q3 ADDED 74,842 +5,791 +8.4% 22.98% $34.9M 2025-11-14 $441.30
2025 Q2 ADDED 69,051 +23,580 +51.9% 22.90% $35.2M 2025-08-13 $488.11
2025 Q1 ADDED 45,471 +540 +1.2% 22.59% $23.5M 2025-05-14 $496.19
2024 Q4 INITIATED 44,931 20.48% $21.1M 2025-02-14 $520.61

FAQ About Twin Lions Management LLC and CACC

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

How long has Twin Lions Management LLC reported owning CACC?

Twin Lions Management LLC reported CACC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CACC position in Twin Lions Management LLC's portfolio?

The largest reported portfolio weight for CACC was 25.11% in 2025 Q4.

What is the latest reported CACC position on this page?

The most recent filing on this page is 2026 Q1, when Twin Lions Management LLC reported 97,191 shares, equal to 24.87% of portfolio, with an estimated market value of $41.2M.

What does the chart on this CACC ownership page compare?

The chart compares Twin Lions Management LLC'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 Twin Lions Management LLC time their CACC position?

Based on 13F filing dates vs. subsequent CACC price moves, Twin Lions Management LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CACC relative to SPY over the holding period was -11.8%.

← Back to Twin Lions Management LLC Holdings