Here’s Why Giverny Capital Asset Management Sold Credit Acceptance Corporation (CACC) in Q3

Giverny Capital Asset Management, LLC, an concern absorption company, precocious published its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The portfolio generated bully results successful the 3rd 4th and returned 6.78% compared to 8.12% for the S&P 500. YTD, the money returned 12.57% compared to 14.83% for the index. Additionally, you tin reappraisal the fund’s apical 5 holdings to spot its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Giverny Capital Asset Management highlighted stocks specified arsenic Credit Acceptance Corporation (NASDAQ:CACC). Credit Acceptance Corporation (NASDAQ:CACC) is simply a financing institution that offers financing programs, and related products and services. The one-month instrumentality of Credit Acceptance Corporation (NASDAQ:CACC) was 3.66%, and its shares mislaid 6.95% of their worth implicit the past 52 weeks. On December 08, 2025, Credit Acceptance Corporation (NASDAQ:CACC) banal closed astatine $461.29 per share, with a marketplace capitalization of $5.184 billion.

Giverny Capital Asset Management stated the pursuing regarding Credit Acceptance Corporation (NASDAQ:CACC) successful its 3rd 4th 2025 capitalist letter:

"As for sales, we trimmed Credit Acceptance Corporation (NASDAQ:CACC) passim the 3rd 4th and exited afloat connected October 1. We judge Credit Acceptance has fallen down different starring subprime lenders successful some exertion and underwriting sophistication and whitethorn person a hard clip catching up."

Credit Acceptance Corporation (NASDAQ:CACC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge money portfolios held Credit Acceptance Corporation (NASDAQ:CACC) astatine the extremity of the 3rd quarter, which was 39 successful the erstwhile quarter. While we admit the imaginable of Credit Acceptance Corporation (NASDAQ:CACC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Credit Acceptance Corporation (NASDAQ:CACC) and shared a bullish thesis connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.