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Smith Thomas W

SEC CIK
0000926688
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
8
0 vs. Q3 2021
Portfolio value
$150.4M
+$4.94M (+3.4%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Smith Thomas W in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
CACCCredit Acceptance CorpCOM99,738$68.6M45.6%+11,890+13.5%AddedHistory
WWayfair Inc.CL A222,500$42.3M28.1%00.0%UnchangedHistory
WRLDWorld Acceptance CorpCOM70,650$17.3M11.5%00.0%UnchangedHistory
CMPRCIMPRESS plcSHS EURO99,650$7.14M4.7%00.0%UnchangedHistory
YELPYelp IncCL A178,380$6.46M4.3%00.0%UnchangedHistory
CPRTCopart IncCOM25,800$3.91M2.6%00.0%UnchangedHistory
VAPOVapotherm IncCOM184,950$3.83M2.5%00.0%UnchangedHistory
GICGlobal Industrial CoCOM20,000$818.0K0.5%00.0%UnchangedHistory