Q1 2026 · 13F-HR
SMITH THOMAS Wholdings as filed
Filed 2026-05-15 · accession 0001104659-26-062454
$101.2M
Reported value
5
Positions
2026-03-31
Period end
The Brief · SMITH THOMAS W · Q1 2026
AI · grounded in 13F
SMITH THOMAS W closed its entire position in YELP, selling $243,120 worth of shares. The fund added no new positions during the period. Total assets under management stood at $101,184,927 across five remaining holdings.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $40.2M | 39.7% | 94,898 | Common | SOLE |
| 110448107 | BTI | BRITISH AMERN TOB PLC | $23.2M | 23.0% | 397,500 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $17.8M | 17.6% | 237,100 | Common | SOLE |
| 981419104 | WRLD | WORLD ACCEP CORPORATION | $10.5M | 10.4% | 77,600 | Common | SOLE |
| G2143T103 | CMPR | CIMPRESS PLC | $9.4M | 9.34% | 129,400 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.