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Smith Thomas W

SEC CIK
0000926688
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
8
0 vs. Q2 2021
Portfolio value
$145.4M
−$9.27M (−6.0%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Smith Thomas W in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
WWayfair Inc.CL A222,500$56.9M39.1%00.0%UnchangedHistory
CACCCredit Acceptance CorpCOM87,848$51.4M35.4%00.0%UnchangedHistory
WRLDWorld Acceptance CorpCOM70,650$13.4M9.2%00.0%UnchangedHistory
CMPRCIMPRESS plcSHS EURO99,650$8.65M6.0%00.0%UnchangedHistory
YELPYelp IncCL A178,380$6.64M4.6%00.0%UnchangedHistory
VAPOVapotherm IncCOM184,950$4.12M2.8%00.0%UnchangedHistory
CPRTCopart IncCOM25,800$3.58M2.5%−51,500−66.6%ReducedHistory
GICGlobal Industrial CoCOM20,000$758.0K0.5%00.0%UnchangedHistory