Smith Thomas W
- SEC CIK
- 0000926688
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 5
- −1 vs. Q4 2025
- Portfolio value
- $101.2M
- −$6.97M (−6.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 94,898 | $40.2M | 39.7% | 00.0% | Unchanged | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 397,500 | $23.2M | 23.0% | 00.0% | Unchanged | History |
| WWayfair Inc. | CL A | 237,100 | $17.8M | 17.6% | 00.0% | Unchanged | History |
| WRLDWorld Acceptance Corp | COM | 77,600 | $10.5M | 10.4% | 00.0% | Unchanged | History |
| CMPRCIMPRESS plc | SHS EURO | 129,400 | $9.45M | 9.3% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.