Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SMITH THOMAS W (CIK 926688) reported $101.2M across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CACC ($40.2M, 39.71%), BTI ($23.2M, 22.97%), W ($17.8M, 17.62%), WRLD ($10.5M, 10.36%), CMPR ($9.4M, 9.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CACC | CREDIT ACCEP CORP MICH | $40.2M | 39.71% | 94,898 | Hold |
| 2 | BTI | BRITISH AMERN TOB PLC | $23.2M | 22.97% | 397,500 | Hold |
| 3 | W | WAYFAIR INC | $17.8M | 17.62% | 237,100 | Hold |
| 4 | WRLD | WORLD ACCEP CORPORATION | $10.5M | 10.36% | 77,600 | Hold |
| 5 | CMPR | CIMPRESS PLC | $9.4M | 9.34% | 129,400 | Hold |
| 6 | YELP | YELP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31