Smith Thomas W Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Smith Thomas W disclosed 5 stock positions valued at approximately $112.62M as of quarter-end June 30, 2026. The largest holdings include CREDIT ACCEP CORP MICH, WAYFAIR INC, and WORLD ACCEP CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 5
- Portfolio Value
- $112.62M
Holdings by Sector
Smith Thomas W Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CREDIT ACCEP CORP MICH | CACC | Financial Services | 47.00% | 83,123 | -11,775 | -12.41% | $52,927,739 |
| WAYFAIR INC | W | Consumer Cyclical | 18.53% | 225,850 | -11,250 | -4.74% | $20,873,057 |
| WORLD ACCEP CORPORATION | WRLD | Financial Services | 14.14% | 71,150 | -6,450 | -8.31% | $15,925,505 |
| CIMPRESS PLC | CMPR | Industrials | 10.40% | 115,225 | -14,175 | -10.95% | $11,718,383 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 9.93% | 181,000 | -216,500 | -54.47% | $11,178,560 |
Showing 5 of 5 holdings in the latest reporting period.