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Smith Thomas W

SEC CIK
0000926688
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
6
0 vs. Q2 2023
Portfolio value
$82.0M
−$4.51M (−5.2%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Smith Thomas W in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CACCCredit Acceptance CorpCOM96,213$44.3M54.0%−400−0.4%ReducedHistory
WWayfair Inc.CL A237,500$14.4M17.5%00.0%UnchangedHistory
WRLDWorld Acceptance CorpCOM77,650$9.87M12.0%00.0%UnchangedHistory
CMPRCIMPRESS plcSHS EURO129,650$9.08M11.1%00.0%UnchangedHistory
YELPYelp IncCL A104,280$4.34M5.3%00.0%UnchangedHistory
VAPOVapotherm IncCOM17,125$43.3K0.1%00.0%UnchangedConverted for a 1-for-8 splitHistory