Smith Thomas W
- SEC CIK
- 0000926688
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 8
- 0 vs. Q1 2021
- Portfolio value
- $154.7M
- +$11.0M (+7.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WWayfair Inc. | CL A | 222,500 | $70.2M | 45.4% | 00.0% | Unchanged | History |
| CACCCredit Acceptance Corp | COM | 87,848 | $39.9M | 25.8% | 00.0% | Unchanged | History |
| WRLDWorld Acceptance Corp | COM | 70,650 | $11.3M | 7.3% | 00.0% | Unchanged | History |
| CMPRCIMPRESS plc | SHS EURO | 99,650 | $10.8M | 7.0% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 77,300 | $10.2M | 6.6% | −21,000−21.4% | Reduced | History |
| YELPYelp Inc | CL A | 178,380 | $7.13M | 4.6% | 00.0% | Unchanged | History |
| VAPOVapotherm Inc | COM | 184,950 | $4.37M | 2.8% | 00.0% | Unchanged | History |
| GICGlobal Industrial Co | COM | 20,000 | $734.0K | 0.5% | +20,000 | New | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Systemax Inc871851101 | COM | 20,000 | $822.0K | 0.6% | – |