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Filers›Holding Co.›SMITH THOMAS W
DOSSIER · 13F-HR · Q4 2025

SMITH THOMAS W

SMITH THOMAS W's holding co. based in London, UK — $108M in tracked AUM across 6 positions as of Q4 2025.

ST
SMITH THOMAS W·London, UK·Holding Co.
CIK 0000926688 · last filed Dec 31, 2025
Total AUM
$108M
▲ 3.8%
vs prior
Holdings
6
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q4 2025 · 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
$243,1208K0.2%

Filing history

Filing history loading…
AI Agent · grounded in SMITH
haiku-4-5 · 6 positions indexed
Sector mix
  • Tech7%
  • Health Care23%
  • Cons. Disc.39%
  • Communications13%
  • Industrials5%
  • Energy12%
  • Other1%
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