2026 Q2 Portfolio Activity
In 2026 Q2, SMITH THOMAS W maintained a portfolio of 5 distinct positions. The fund also reduced its exposure to BRITISH AMERN TOB PLC by 54.5%.
Position History
hover any row below to update
Loading…
Total Positions
5
Quarter
2026 Q2
Top Holding
CACC (47.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
SMITH THOMAS W Full Holdings List — 2026 Q2
| 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 | 47.00% | 39.71% |
#1
Prev: #1
|
6.5 |
—
|
-11,775 | -12.4% |
P
S
|
83,123 | $52,927,739 | 1992 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 18.53% | 17.62% |
#2
1
Prev: #3
|
6.0 |
—
|
-11,250 | -4.7% |
P
S
|
225,850 | $20,873,057 | 1992 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WRLD
WORLD ACCEP COR...
|
Financial Services | 14.14% | 10.36% |
#3
1
Prev: #4
|
5.5 |
—
|
-6,450 | -8.3% |
P
S
|
71,150 | $15,925,505 | 1992 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPR
CIMPRESS PLC
|
Industrials | 10.40% | 9.34% |
#4
1
Prev: #5
|
5.0 |
—
|
-14,175 | -11.0% |
P
S
|
115,225 | $11,718,383 | 1992 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BTI
BRITISH AMERN T...
|
Consumer Defensive | 9.93% | 22.97% |
#5
3
Prev: #2
|
4.5 |
—
|
-216,500 | -54.5% |
P
S
|
181,000 | $11,178,560 | 1992 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-5 of 5 holdings