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Francois Rochon

Giverny Capital

Francois Rochon Credit Acceptance Corp stake

total: 126

Giverny Capital CACC trades

Total transactions:
27
New positions:
2
Sold out:
2
Added:
19
Reduced:
4
Held since:
2020 Q2
Held for:
22 quarters
Latest activity:
2025 Q4
According to 2026 Q2 report, Francois Rochon doesn't hold any Credit Acceptance Corp (CACC) shares. To date, the estimated cost basis is nearly $472 for "buy" trades and estimated average "sell" price is $397.47. Giverny Capital first purchased CACC in 2017 Q4, initially acquiring 59,426 shares. Francois Rochon later completely sold out the position and invested in Credit Acceptance Corp again in 2020 Q2. Since the initial investment in Credit Acceptance Corp (CACC), Giverny Capital has made 26 more transactions.

When did Francois Rochon sell Credit Acceptance Corp (CACC)?

Francois Rochon sold off the entire Credit Acceptance Corp (CACC) position in 2025 Q4.

When did Francois Rochon buy Credit Acceptance Corp (CACC)?

Francois Rochon first invested in Credit Acceptance Corp (CACC) in 2017 Q4 at the reported quarter-end price of $323.48 per share.

What's the cost basis of Giverny Capital's CACC stake?

The estimated cost basis for Credit Acceptance Corp (CACC) stake is around $472.00 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$472.00
Weighted AVG sell price:
$397.47

Francois Rochon's historical trades in Credit Acceptance Corp

27 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q4
0.00%
0
$376.00
-100% (-6,874)
-0.09%
2025 Q3
0.09%
6,874
$376.00
$2,584,624
-77.46% (-23,627)
-0.3%
2025 Q2
0.53%
30,501
$509.43
$15,538,124
+2.18% (+650)
+0.01%
2025 Q1
0.57%
29,851
$516.35
$15,413,564
+0.99% (+293)
+0.01%
2024 Q4
0.51%
29,558
$469.46
$13,876,299
+1.03% (+300)
+0.01%
2024 Q3
0.49%
29,258
$443.42
$12,973,582
+16.53% (+4,151)
+0.07%
2024 Q2
0.55%
25,107
$514.68
$12,922,071
+3.92% (+947)
+0.02%
2024 Q1
0.54%
24,160
$551.55
$13,325,448
+6.83% (+1,544)
+0.03%
2023 Q4
0.57%
22,616
$532.73
$12,048,222
+2.32% (+512)
+0.01%
2023 Q3
0.55%
22,104
$460.12
$10,170,492
+6.54% (+1,356)
+0.03%
2023 Q2
0.55%
$507.93
+2.94% (+592)
2023 Q1
0.53%
$436.04
+9.07% (+1,676)
2022 Q4
0.54%
$474.40
+11.77% (+1,946)
2022 Q3
0.49%
$438.01
+6.52% (+1,012)
2022 Q2
0.48%
$473.39
+2.97% (+447)
2022 Q1
0.47%
$550.38
+1.04% (+155)
2021 Q4
0.55%
$687.67
-12.16% (-2,066)
2021 Q3
0.59%
$585.31
+74.63% (+7,259)
2021 Q2
0.27%
$454.10
-9.12% (-976)
2021 Q1
0.26%
$360.27
+9.70% (+946)
2020 Q4
0.26%
$346.11
+21.61% (+1,734)
2020 Q3
0.25%
$338.65
+21.47% (+1,418)
2020 Q2
0.28%
$419.08
new
2018 Q3
0.00%
$353.83
-100% (-992)
2018 Q2
0.05%
$353.83
-98.45% (-62,989)
2018 Q1
2.83%
$330.41
+7.66% (+4,555)
2017 Q4
2.64%
$323.48
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.