SMITH THOMAS W

CIK 0000926688 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

SMITH THOMAS W reported 5 positions worth $112.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CACC (47.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$112.6M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	CACC	CREDIT ACCEP CORP MICH	SH	$52.9M	47.00%	83,123	—	—
▸ 2	W	WAYFAIR INC	SH	$20.9M	18.53%	225,850	—	—
▸ 3	WRLD	WORLD ACCEP CORPORATION	SH	$15.9M	14.14%	71,150	—	—
▸ 4	CMPR	CIMPRESS PLC	SH	$11.7M	10.40%	115,225	—	—
▸ 5	BTI	BRITISH AMERN TOB PLC	SH	$11.2M	9.93%	181,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SMITH THOMAS W hold as of Q2 2026?

SMITH THOMAS W reported 5 positions worth $112.6M in its Q2 2026 13F filing. Largest positions: CACC (47.0%), W (18.5%), WRLD (14.1%), CMPR (10.4%) and BTI (9.9%).

What did SMITH THOMAS W buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SMITH THOMAS W sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.