SMITH THOMAS W

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Institutional

CIK 0000926688

$101.2M

Reported AUM

Positions

Q1 2026

Period

2026-05-15

Filed

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.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

#	Ticker	Issuer	Value	% of book	Δ shares (QoQ)	Status
1	CACC	CREDIT ACCEP CORP MICH	$40.2M	39.71%	—	HELD
2	BTI	BRITISH AMERN TOB PLC	$23.2M	22.97%	—	HELD
3	W	WAYFAIR INC	$17.8M	17.62%	—	HELD
4	WRLD	WORLD ACCEP CORPORATION	$10.5M	10.36%	—	HELD
5	CMPR	CIMPRESS PLC	$9.4M	9.34%	—	HELD
6	YELP	YELP INC	—	—	-8,000	EXITED

Source: SEC EDGAR · accession 0001104659-26-062454. 13F discloses long positions only — shorts, foreign equities, and options are excluded.