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Smith Thomas W

SEC CIK
0000926688
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
6
0 vs. Q4 2022
Portfolio value
$67.3M
+$81.3K (+0.1%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Smith Thomas W in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CACCCredit Acceptance CorpCOM96,613$42.1M62.6%−500−0.5%ReducedHistory
WWayfair Inc.CL A237,500$8.16M12.1%00.0%UnchangedHistory
WRLDWorld Acceptance CorpCOM77,650$6.47M9.6%00.0%UnchangedHistory
CMPRCIMPRESS plcSHS EURO129,650$5.68M8.4%00.0%UnchangedHistory
YELPYelp IncCL A154,380$4.74M7.0%00.0%UnchangedHistory
VAPOVapotherm IncCOM137,450$90.5K0.1%−2,500−1.8%ReducedHistory