Smith Thomas W
- SEC CIK
- 0000926688
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 6
- −2 vs. Q2 2022
- Portfolio value
- $54.5M
- −$23.1M (−29.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 84,738 | $37.1M | 68.0% | −15,000−15.0% | Reduced | History |
| WRLDWorld Acceptance Corp | COM | 60,650 | $5.87M | 10.8% | −10,000−14.2% | Reduced | History |
| WWayfair Inc. | CL A | 172,500 | $5.62M | 10.3% | −50,000−22.5% | Reduced | History |
| YELPYelp Inc | CL A | 118,380 | $4.01M | 7.4% | −60,000−33.6% | Reduced | History |
| CMPRCIMPRESS plc | SHS EURO | 69,650 | $1.71M | 3.1% | −30,000−30.1% | Reduced | History |
| VAPOVapotherm Inc | COM | 139,950 | $220.0K | 0.4% | −45,000−24.3% | Reduced | History |
Sold out since Q2 2022 (2)
Positions held at the end of Q2 2022 that are gone from this filing.