Smith Thomas W

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Smith Thomas W reported 5 stock positions worth $101.2 million. Its top holding was Credit Acceptance (CACC) at 39.7% of the portfolio, followed by British American Tob-SP ADR (BTI, 23.0%) and Wayfair Class A (W, 17.6%). Compared with Q4 2025, it sold out of 1. The biggest sale was an exit from Yelp (YELP).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0000926688
Portfolio Value
$101.2M (Q1 2026)
SEC Filing
0001104659-26-062454 ↗ filed May 15, 2026

Holdings Value

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

Holdings 5 stocks · $101.2M
CACC Credit Acceptance Corp. 39.71% 94,898 $40.2M No change
BTI British American Tob-SP ADR 22.97% 397,500 $23.2M No change
W Wayfair Inc. Class A 17.62% 237,100 $17.8M No change
WRLD World Acceptance Corp. 10.36% 77,600 $10.5M No change
CMPR Cimpress PLC 9.34% 129,400 $9.4M No change

Portfolio Sells Q4 2025 → Q1 2026
YELP Yelp Inc. Sold out 0.00% −0.22

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

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