SMITH THOMAS W — 13F Holdings & Portfolio
CIK 926688 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$101.2M
Long-equity book
5
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −1 / ↑1 / ↓1
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | CACC | 225310101 | $40.2M | 39.71% | 94,898 | SH |
| 2 | BRITISH AMERN TOB PLC | BTI | 110448107 | $23.2M | 22.97% | 397,500 | SH |
| 3 | WAYFAIR INC | W | 94419L101 | $17.8M | 17.62% | 237,100 | SH |
| 4 | WORLD ACCEP CORPORATION | WRLD | 981419104 | $10.5M | 10.36% | 77,600 | SH |
| 5 | CIMPRESS PLC | CMPR | G2143T103 | $9.4M | 9.34% | 129,400 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $101.2M | 5 | 0001104659-26-062454 |
| 2025-12-31 | 2026-02-17 | $108.2M | 6 | 0001104659-26-016403 |
| 2023-09-30 | 2023-11-14 | $82.0M | 6 | 0001104659-23-118140 |