Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SMITH THOMAS W 13F Holdings -- Portfolio & Top Positions (2026-06-30)

SMITH THOMAS W (CIK 926688) reported $112.6M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CACC ($52.9M, 47.00%), W ($20.9M, 18.53%), WRLD ($15.9M, 14.14%), CMPR ($11.7M, 10.40%), BTI ($11.2M, 9.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CACCCREDIT ACCEP CORP MICH$52.9M47.00%83,123Trimmed
2WWAYFAIR INC$20.9M18.53%225,850Trimmed
3WRLDWORLD ACCEP CORPORATION$15.9M14.14%71,150Trimmed
4CMPRCIMPRESS PLC$11.7M10.40%115,225Trimmed
5BTIBRITISH AMERN TOB PLC$11.2M9.93%181,000Trimmed

Source: SEC Form 13F filings · as of 2026-06-30