DOSSIER · 13F-HR · Q2 2026

SMITH THOMAS W

$113M in tracked AUM across 5 positions as of Q2 2026.

ST
CIK 0000926688 · last filed Jun 30, 2026
Total AUM
$113M
as of Q2 2026
Holdings
5
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SMITH THOMAS W filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CACC
CREDIT ACCEP CORP MICH
$53M83K47.0%
02
W
WAYFAIR INC
$21M226K18.5%
03
WRLD
WORLD ACCEP CORPORATION
$16M71K14.1%
04
G2143T103
CIMPRESS PLC
$12M115K10.4%
05
BTI
BRITISH AMERN TOB PLC
$11M181K9.9%

Filing history

2026Q2Jun 30
$113M 4.1%
5 positionsView →
2025Q4Dec 31
$108M 31.9%
6 positionsView →
2023Q3Sep 30
$82M 5.2%
6 positionsLocked
2023Q2Jun 30
$86M 28.6%
6 positionsLocked
2023Q1Mar 31
$67M 0.1%
6 positionsLocked
2022Q4Dec 31
$67M 23.2%
6 positionsLocked
2022Q3Sep 30
$55M 29.7%
6 positionsLocked
2022Q2Jun 30
$78M 30.7%
8 positionsLocked
2022Q1Mar 31
$112M 25.5%
8 positionsLocked
2021Q4Dec 31
$150M 3.4%
8 positionsLocked
2021Q3Sep 30
$145M 6.0%
8 positionsLocked
2021Q2Jun 30
$155M 7.6%
8 positionsLocked
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