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The London Company highlighted Credit Acceptance (CACC) in its Q2 2026 investor letter, citing improving credit performance and disciplined share repurchases.
The London Company stated in its Q2 2026 investor letter that Credit Acceptance Corporation (NASDAQ:CACC) outperformed due to signs of improving credit performance and easing concerns about subprime borrowers from lower fuel prices. The investment management company believes CACC's investment thesis remains on track as fundamentals strengthen. CACC closed at $593.64 per share on August 26, 2026, with shares gaining 8.39% over the past month and 18.09% in the last 52 weeks.
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