Smith Thomas W
- SEC CIK
- 0000926688
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 6
- 0 vs. Q1 2023
- Portfolio value
- $86.5M
- +$19.2M (+28.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 96,613 | $49.1M | 56.7% | 00.0% | Unchanged | History |
| WWayfair Inc. | CL A | 237,500 | $15.4M | 17.9% | 00.0% | Unchanged | History |
| WRLDWorld Acceptance Corp | COM | 77,650 | $10.4M | 12.0% | 00.0% | Unchanged | History |
| CMPRCIMPRESS plc | SHS EURO | 129,650 | $7.71M | 8.9% | 00.0% | Unchanged | History |
| YELPYelp Inc | CL A | 104,280 | $3.80M | 4.4% | −50,100−32.5% | Reduced | History |
| VAPOVapotherm Inc | COM | 137,000 | $61.0K | 0.1% | −450−0.3% | Reduced | History |