Smith Thomas W
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Smith Thomas W reported 5 stock positions worth $112.6 million. Its top holding was Credit Acceptance (CACC) at 47.0% of the portfolio, followed by Wayfair Class A (W, 18.5%) and World Acceptance (WRLD, 14.1%). Compared with Q1 2026, it reduced 5. The biggest sale was British American Tob-SP ADR (BTI, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0000926688
- Portfolio Value
- $112.6M (Q2 2026)
- SEC Filing
- 0001104659-26-097108 ↗ filed Aug 14, 2026
Holdings Value
Holdings 5 stocks · $112.6M
| CACC Credit Acceptance Corp. | 47.00% | 83,123 | $52.9M | Reduce -12.4% |
| W Wayfair Inc. Class A | 18.53% | 225,850 | $20.9M | Reduce -4.7% |
| WRLD World Acceptance Corp. | 14.14% | 71,150 | $15.9M | Reduce -8.3% |
| CMPR Cimpress PLC | 10.40% | 115,225 | $11.7M | Reduce -10.9% |
| BTI British American Tob-SP ADR | 9.93% | 181,000 | $11.2M | Reduce -54.5% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||