SMITH THOMAS W

CIK: 0000926688SEC EDGAR →

Portfolio Value

$108.2M

Holdings

As of

Q4 2025

New Positions

Closed Positions

No historical data available yet. Chart will appear after multiple quarterly filings.

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	CACC CREDIT ACCEP CORP MICH	94,898	$42.1M	38.91%
2	W WAYFAIR INC	237,100	$23.8M	22.01%
3	BMTA BRITISH AMERN TOB PLC	397,500	$22.5M	20.81%
4	WRLD WORLD ACCEP CORPORATION	77,600	$10.9M	10.07%
5	CMPR CIMPRESS PLC	129,400	$8.6M	7.97%
6	YELP YELP INC	8,000	$243K	0.22%

Sector	# Holdings	Value	%
Financial Services	2	$53.0M	49.0%
Consumer Cyclical	1	$23.8M	22.0%
Unknown	1	$22.5M	20.8%
Communication Services	2	$8.9M	8.2%