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Smith Thomas W

SEC CIK
0000926688
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
8
0 vs. Q4 2021
Portfolio value
$112.0M
−$38.4M (−25.5%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of Smith Thomas W in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CACCCredit Acceptance CorpCOM99,738$54.9M49.0%00.0%UnchangedHistory
WWayfair Inc.CL A222,500$24.6M22.0%00.0%UnchangedHistory
WRLDWorld Acceptance CorpCOM70,650$13.6M12.1%00.0%UnchangedHistory
CMPRCIMPRESS plcSHS EURO99,650$6.34M5.7%00.0%UnchangedHistory
YELPYelp IncCL A178,380$6.08M5.4%00.0%UnchangedHistory
CPRTCopart IncCOM25,800$3.24M2.9%00.0%UnchangedHistory
VAPOVapotherm IncCOM184,950$2.57M2.3%00.0%UnchangedHistory
GICGlobal Industrial CoCOM20,000$645.0K0.6%00.0%UnchangedHistory