2026 Q1 Portfolio Activity
In 2026 Q1, SMITH THOMAS W maintained a portfolio of 6 distinct positions.
Position History
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Total Positions
6
Quarter
2026 Q1
Top Holding
CACC (39.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
SMITH THOMAS W Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 39.71% | 38.91% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
94,898 | $40,185,507 |
$10.75
+3772.7%
|
1992 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
BTI
BRITISH AMERN T...
|
Consumer Defensive | 22.97% | 20.81% |
#2
1
Prev: #3
|
6.5 | no change | no change |
P
S
|
397,500 | $23,241,825 |
$1.10
+5211.4%
|
1992 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
W
WAYFAIR INC
|
Consumer Cyclical | 17.62% | 22.01% |
#3
1
Prev: #2
|
6.0 | no change | no change |
P
S
|
237,100 | $17,832,291 |
$96.32
-24.6%
|
1992 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
WRLD
WORLD ACCEP COR...
|
Financial Services | 10.36% | 10.07% |
#4
Prev: #4
|
5.5 | no change | no change |
P
S
|
77,600 | $10,479,104 | 1992 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CMPR
CIMPRESS PLC
|
Industrials | 9.34% | 7.97% |
#5
Prev: #5
|
5.2 | no change | no change |
P
S
|
129,400 | $9,446,200 | 1992 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
YELP
YELP INC
|
Communication Services | 0.00% | 0.22% |
Sold All 😨
(Was: #6) |
0.0 | -8,000 | -100.0% |
CLOSED
|
— | $— | 1992 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-6 of 6 holdings