SMITH THOMAS W — 13F Holdings & Portfolio
CIK 926688 · latest 13F-HR filed 2026-08-14
SMITH THOMAS W manages $112.6M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CACC (47.00%), W (18.53%), WRLD (14.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 4, and trimmed 1.
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.
SUITE 320
BOCA RATON, FL 33431
$112.6M
Long-equity book
5
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −0 / ↑4 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CREDIT ACCEP CORP MICH$12.7M +31.7%
- WORLD ACCEP CORPORATION$5.4M +52.0%
- WAYFAIR INC$3.0M +17.1%
- CIMPRESS PLC$2.3M +24.1%
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 | $52.9M | 47.00% | 83,123 | SH |
| 2 | WAYFAIR INC | W | 94419L101 | $20.9M | 18.53% | 225,850 | SH |
| 3 | WORLD ACCEP CORPORATION | WRLD | 981419104 | $15.9M | 14.14% | 71,150 | SH |
| 4 | CIMPRESS PLC | CMPR | G2143T103 | $11.7M | 10.40% | 115,225 | SH |
| 5 | BRITISH AMERN TOB PLC | BTI | 110448107 | $11.2M | 9.93% | 181,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $112.6M | 5 | 0001104659-26-097108 |
| 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 |