Smith Thomas W 13F Holdings · Q2 2026
Smith Thomas W reported 5 securities worth $112.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CACC (47.00%), W (18.53%), WRLD (14.14%). Among its top 25 positions this quarter: 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CACC | CREDIT ACCEP CORP MICH | $52.9M | 47.00% | 83,123 | Trimmed |
| 2 | W | WAYFAIR INC | $20.9M | 18.53% | 225,850 | Trimmed |
| 3 | WRLD | WORLD ACCEP CORPORATION | $15.9M | 14.14% | 71,150 | Trimmed |
| 4 | CMPR | CIMPRESS PLC | $11.7M | 10.40% | 115,225 | Trimmed |
| 5 | BTI | BRITISH AMERN TOB PLC | $11.2M | 9.93% | 181,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR