Paul Lountzis' Lountzis Asset Management sold its entire Credit Acceptance Corp (CACC) position in 2026 Q3, according to the 13F-HR filed with the SEC on October 30, 2026. The prior filing listed 489 shares worth about $311K, 0.1% of the portfolio; the 2026 Q3 filing lists none. CACC had been in the portfolio for 3.5 years, since the quarter ended March 31, 2023.
What did the 2026 Q3 filing report for CACC?
As of September 30, 2026, from the 13F-HR filed October 30, 2026.
| Before | After | |
|---|---|---|
| Shares | 489 | 0 |
| Reported value | $311K | $0 |
| Portfolio weight | 0.1% | 0% |
| Held since | 2023 Q1 | sold out in 2026 Q3 |
| Quarters held | 14 |
What did Paul Lountzis sell?
Paul Lountzis sold 489 shares of CACC between the quarter ended June 30, 2026 and September 30, 2026. The CACC exit was the 22nd largest of the quarter's 52 position changes by percent change to portfolio.
Where does CACC sit in the Paul Lountzis portfolio?
Before the sale, CACC carried 0.1% of the Paul Lountzis portfolio, below the fund's average stock position of 2%. The largest stock position is BRK-B at 21.91%. Next come AMAT at 15.45% and WFC at 6.33%. The three largest stocks together are 43.69% of the book. Across the 2026 Q3 portfolio, Paul Lountzis reported 58 stock positions, with 9 opened and 6 closed. The total portfolio value is about $302M, down 5% from the prior quarter.
How long has Paul Lountzis held CACC?
Paul Lountzis held CACC for 3.5 years, from the quarter ended March 31, 2023 to June 30, 2026. The weight peaked at 0.18% in 2023 Q1. The share count had been unchanged the quarter before. Every reported trade is on the Paul Lountzis CACC trade history page.
FAQ
How many CACC shares did Paul Lountzis sell?
Paul Lountzis sold all 489 shares of CACC it reported a quarter earlier, worth about $311K.
When did Paul Lountzis first buy CACC?
Paul Lountzis first reported CACC in the quarter ended March 31, 2023.
How much of the Paul Lountzis portfolio was CACC?
CACC was 0.1% of the Paul Lountzis portfolio at the prior quarter-end, and 0% after the sale.