GOBI CAPITAL LLC CACC — CREDIT ACCEP CORP MICH

Ownership history in GOBI CAPITAL LLC  ·  38 quarters on record

AI Ownership Summary

GOBI CAPITAL LLC reported CREDIT ACCEP CORP MICH (CACC) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.1% in 2023 Q4. The latest visible filing shows CACC at 8.43% 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 GOBI CAPITAL 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 8.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.1% in 2023 Q4

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 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.

CACC stock page GOBI CAPITAL LLC fund profile GOBI CAPITAL LLC full holdings
How GOBI CAPITAL 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 358,067 — 0% 8.43% $151.6M 2026-05-15 $547.81
2025 Q4 REDUCED — — — 358,067 -2,164 -0.6% 7.70% $158.8M 2026-02-17 $491.36
2025 Q3 REDUCED 8.6% -2.5% ✅ 360,231 -33,987 -8.6% 8.17% $168.2M 2025-11-14 $441.30
2025 Q2 REDUCED — — — 394,218 -5,450 -1.4% 9.93% $200.8M 2025-08-14 $477.66
2025 Q1 REDUCED — — — 399,668 -5,500 -1.4% 11.75% $206.4M 2025-05-15 $501.54
2024 Q4 ADDED — — — 405,168 +21,846 +5.7% 11.16% $190.2M 2025-02-14 $520.61
2024 Q3 ADDED — — — 383,322 +8,800 +2.3% 9.76% $170.0M 2024-11-14 $441.77
2024 Q2 ADDED — — — 374,522 +8,772 +2.4% 12.21% $192.8M 2024-08-14 $444.20
2024 Q1 ADDED — — — 365,750 +1,000 +0.3% 12.59% $201.7M 2024-05-15 $519.88
2023 Q4 REDUCED 11.2% +2.2% ❌ 364,750 -46,077 -11.2% 14.10% $194.3M 2024-02-14 $556.52
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CACC

As of 2026 Q1 — sorted by position size

Prescott General Partners LLC 3Y 7Y 44.58% SMITH THOMAS W 3Y 7Y 39.71% KIZE CAPITAL LP 3Y 30.16% Twin Lions Management LLC 24.87% Alfreton Capital LLP 3Y 15.81% RV Capital AG 3Y 7Y 13.77% GOODNOW INVESTMENT GROUP, LLC 3Y 7Y 5.4% Hyperion Capital Advisors LP 3Y 2.87% BECK MACK & OLIVER LLC 3Y 7Y 2.7% Philadelphia Financial Management of San Francisco, LLC 3Y 7Y 2.03%

FAQ About GOBI CAPITAL 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 GOBI CAPITAL LLC reported owning CACC?

GOBI CAPITAL LLC reported CACC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CACC position in GOBI CAPITAL LLC's portfolio?

The largest reported portfolio weight for CACC was 14.10% in 2023 Q4.

What is the latest reported CACC position on this page?

The most recent filing on this page is 2026 Q1, when GOBI CAPITAL LLC reported 358,067 shares, equal to 8.43% of portfolio, with an estimated market value of $151.6M.

What does the chart on this CACC ownership page compare?

The chart compares GOBI CAPITAL 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 GOBI CAPITAL LLC time their CACC position?

Based on 13F filing dates vs. subsequent CACC price moves, GOBI CAPITAL LLC correctly timed 17 out of 36 reported position changes (47%). The annualised alpha on CACC relative to SPY over the holding period was -3.2%.

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