Rob Vinall's RV Capital holds 108K shares of Credit Acceptance Corp (CACC) worth about $68.9M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. The position is 18.01% of the reported portfolio, the 3rd largest of 13 stock positions. Rob Vinall trimmed the share count by 13% in 2026 Q2.
What did the 2026 Q2 filing report for CACC?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 18.01% |
| Shares | 108K |
| Reported value | $68.9M |
| Rank in portfolio | 3rd of 13 |
| Largest holding | CVNA at 30.31% |
| Top three holdings | 68.77% of the book |
| Change this quarter | -13% shares |
How concentrated is Rob Vinall in CACC?
CACC at 18.01% is 2.3 times the average stock position in the Rob Vinall portfolio, which is 8%. The largest holding is CVNA at 30.31%. The three largest stocks together are 68.77% of the reported book. A quarter earlier CACC was 13.77% of the book.
Where does CACC sit in the Rob Vinall portfolio?
CACC ranks 3rd of 13 stock positions in the Rob Vinall portfolio at 18.01%, above the fund's average stock position of 8%. The CACC cut was the 3rd largest of the quarter's 7 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Rob Vinall reported 13 stock positions, with no position opened or closed. The total portfolio value is about $382.9M, little changed from the prior quarter.
How long has Rob Vinall held CACC?
Rob Vinall first reported CACC in the quarter ended December 31, 2018. The weight peaked at 46.85% in 2022 Q4. Last quarter the fund cut the position by 5%. Every reported trade is on the Rob Vinall CACC trade history page.
FAQ
What share of the Rob Vinall portfolio is CACC?
CACC is 18.01% of the Rob Vinall portfolio as of 2026 Q2, the 3rd largest of 13 stock positions.
What is the CACC stake of Rob Vinall worth?
Rob Vinall holds 108K shares of CACC, worth about $68.9M at June 30, 2026 prices, 18.01% of the reported portfolio.
What are the largest holdings of Rob Vinall?
The largest stock positions of Rob Vinall as of 2026 Q2 are CVNA (30.31%), META (20.45%) and CACC (18.01%), together 68.77% of the book.
Did Rob Vinall's RV Capital change its CACC position in 2026 Q2?
Rob Vinall trimmed the share count by 13% in 2026 Q2.