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Smith Thomas W

SEC CIK
0000926688
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
6
0 vs. Q3 2022
Portfolio value
$67.2M
+$12.6M (+23.2%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Smith Thomas W in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CACCCredit Acceptance CorpCOM97,113$46.1M68.6%+12,375+14.6%AddedHistory
WWayfair Inc.CL A237,500$7.81M11.6%+65,000+37.7%AddedHistory
WRLDWorld Acceptance CorpCOM77,650$5.12M7.6%+17,000+28.0%AddedHistory
YELPYelp IncCL A154,380$4.22M6.3%+36,000+30.4%AddedHistory
CMPRCIMPRESS plcSHS EURO129,650$3.58M5.3%+60,000+86.1%AddedHistory
VAPOVapotherm IncCOM139,950$377.9K0.6%00.0%UnchangedHistory