Smith Thomas W

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Smith Thomas W reported 6 stock positions worth $108.2 million. Its top holding was Credit Acceptance (CACC) at 38.9% of the portfolio, followed by Wayfair Class A (W, 22.0%) and British American Tob-SP ADR (BTI, 20.8%).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0000926688
Portfolio Value
$108.2M (Q4 2025)
SEC Filing
0001104659-26-016403 ↗ filed Feb 17, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $108.2M $108.2M Q4 2025 Q1 2026: $101.2M Q1 2026 Q2 2026: $112.6M Q2 2026

Holdings 6 stocks · $108.2M
CACC Credit Acceptance Corp. 38.91% 94,898 $42.1M —
W Wayfair Inc. Class A 22.01% 237,100 $23.8M —
BTI British American Tob-SP ADR 20.81% 397,500 $22.5M —
WRLD World Acceptance Corp. 10.07% 77,600 $10.9M —
CMPR Cimpress PLC 7.97% 129,400 $8.6M —
YELP Yelp Inc. 0.22% 8,000 $243K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$112.6MCACC, W, WRLD, CMPR, BTI
Q1 2026 5$101.2MCACC, BTI, W, WRLD, CMPR
Q4 2025 6$108.2MCACC, W, BTI, WRLD, CMPR