Smith Thomas W
- SEC CIK
- 0000926688
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 5
- 0 vs. Q1 2026
- Portfolio value
- $112.6M
- +$11.4M (+11.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 83,123 | $52.9M | 47.0% | −11,775−12.4% | Reduced | History |
| WWayfair Inc. | CL A | 225,850 | $20.9M | 18.5% | −11,250−4.7% | Reduced | History |
| WRLDWorld Acceptance Corp | COM | 71,150 | $15.9M | 14.1% | −6,450−8.3% | Reduced | History |
| CMPRCIMPRESS plc | SHS EURO | 115,225 | $11.7M | 10.4% | −14,175−11.0% | Reduced | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 181,000 | $11.2M | 9.9% | −216,500−54.5% | Reduced | History |