Credit Acceptance Corp (CACC) is gone from the Sequoia Fund portfolio as of June 30, 2026, according to the NPORT-P filed with the SEC on August 24, 2026. A quarter earlier the position was 71.3K shares worth about $30.2M, or 0.93% of the reported book. CACC had been in the portfolio for about 7 years, since the quarter ended September 30, 2019.
What did the 2026 Q2 filing report for CACC?
As of June 30, 2026, from the NPORT-P filed August 24, 2026.
| Before | After | |
|---|---|---|
| Shares | 71.3K | 0 |
| Reported value | $30.2M | $0 |
| Portfolio weight | 0.93% | 0% |
| Held since | 2019 Q3 | sold out in 2026 Q2 |
| Quarters held | 27 |
What did Sequoia Fund sell?
Sequoia Fund sold 71.3K shares of CACC between the quarter ended March 31, 2026 and June 30, 2026. The CACC exit was the 4th largest of the quarter's 15 position changes by percent change to portfolio.
Where does CACC sit in the Sequoia Fund portfolio?
Before the sale, CACC carried 0.93% of the Sequoia Fund portfolio, below the fund's average stock position of 4%. The largest stock position is RYCEF at 12.93%. Next come GOOGL at 9.61% and FWONK at 7.53%. The three largest stocks together are 30.07% of the book. Across the 2026 Q2 portfolio, Sequoia Fund reported 25 stock positions, with none opened and 8 closed. The total portfolio value is about $3.5B, up 7% from the prior quarter.
How long has Sequoia Fund held CACC?
Sequoia Fund held CACC for about 7 years, from the quarter ended September 30, 2019 to March 31, 2026. The weight peaked at 5.66% in 2021 Q3. Last quarter the fund had already cut the position by 65%, so the exit finishes a two-quarter unwind. Every reported trade is on the Sequoia Fund CACC trade history page.
Did other funds buy or sell CACC in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 24, 2026, 2 still hold CACC. The largest seller was Rob Vinall. Every tracked holder of CACC is on the CACC ownership page.
FAQ
How many CACC shares did Sequoia Fund sell?
Sequoia Fund sold all 71.3K shares of CACC it reported a quarter earlier, worth about $30.2M.
When did Sequoia Fund first buy CACC?
Sequoia Fund first reported CACC in the quarter ended September 30, 2019.
How much of the Sequoia Fund portfolio was CACC?
CACC was 0.93% of the Sequoia Fund portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell CACC in 2026 Q2?
No other tracked fund sold out of CACC in 2026 Q2, but 1 trimmed it; 2 still hold it.