13F Insight
DOSSIER · 13F-HR · Q4 2025

SMITH THOMAS W

$108M in tracked AUM across 6 positions as of Q4 2025.

ST
CIK 0000926688 · last filed Dec 31, 2025
Total AUM
$108M
as of Q4 2025
Holdings
6
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

SMITH THOMAS W filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
CACC
CREDIT ACCEP CORP MICH
$42M95K38.9%02
W
WAYFAIR INC
$24M237K22.0%03
BTI
BRITISH AMERN TOB PLC
$23M398K20.8%04
WRLD
WORLD ACCEP CORPORATION
$11M78K10.1%05
G2143T103
CIMPRESS PLC
$9M129K8.0%06
YELP
YELP INC
$243K8K0.2%

Filing history

2025Q4Dec 31
$108M▲ 31.9%
6 positionsView →2023Q3Sep 30
$82M▼ 5.2%
6 positionsLocked2023Q2Jun 30
$86M▲ 28.6%
6 positionsLocked2023Q1Mar 31
$67M▲ 0.1%
6 positionsLocked2022Q4Dec 31
$67M▲ 23.2%
6 positionsLocked2022Q3Sep 30
$55M▼ 29.7%
6 positionsLocked2022Q2Jun 30
$78M▼ 30.7%
8 positionsLocked2022Q1Mar 31
$112M▼ 25.5%
8 positionsLocked2021Q4Dec 31
$150M▲ 3.4%
8 positionsLocked2021Q3Sep 30
$145M▼ 6.0%
8 positionsLocked2021Q2Jun 30
$155M▲ 7.6%
8 positionsLocked2021Q1Mar 31
$144M▼ 2.8%
8 positionsLocked
Showing 12 of 94