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Smith Thomas W

SEC CIK
0000926688
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
8
0 vs. Q1 2022
Portfolio value
$77.6M
−$34.4M (−30.7%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Smith Thomas W in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CACCCredit Acceptance CorpCOM99,738$47.2M60.8%00.0%UnchangedHistory
WWayfair Inc.CL A222,500$9.69M12.5%00.0%UnchangedHistory
WRLDWorld Acceptance CorpCOM70,650$7.93M10.2%00.0%UnchangedHistory
YELPYelp IncCL A178,380$4.95M6.4%00.0%UnchangedHistory
CMPRCIMPRESS plcSHS EURO99,650$3.88M5.0%00.0%UnchangedHistory
CPRTCopart IncCOM25,800$2.80M3.6%00.0%UnchangedHistory
GICGlobal Industrial CoCOM20,000$675.0K0.9%00.0%UnchangedHistory
VAPOVapotherm IncCOM184,950$468.0K0.6%00.0%UnchangedHistory