SMITH THOMAS W
Follow13F filer, CIK 926688, BOCA RATON, FL
SMITH THOMAS W reported $112,623,244 across 5 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-097108
- Period
- 2026-06-30
- Reported value
- $113M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BTIreduced | -216,500 | -$13.4M |
| CACCreduced | -11,775 | -$7.5M |
| WRLDreduced | -6,450 | -$1.44M |
| CMPRreduced | -14,175 | -$1.44M |
| Wreduced | -11,250 | -$1.04M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001104659-26-097108, largest first. % of portfolio is the value over $112,623,244, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| CACCCREDIT ACCEP CORP MICH | 83,123 | $52.9M | 47% | -11,775 | Timeline | ||
| WWAYFAIR INC | 225,850 | $20.9M | 18.53% | -11,250 | Timeline | ||
| WRLDWORLD ACCEP CORPORATION | 71,150 | $15.9M | 14.14% | -6,450 | Timeline | ||
| CMPRCIMPRESS PLC | 115,225 | $11.7M | 10.4% | -14,175 | Timeline | ||
| BTIBRITISH AMERN TOB PLC | 181,000 | $11.2M | 9.93% | -216,500 | Timeline |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001104659-26-097108 | base | 2026-08-14 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-097108 | Quarter ended 2026-06-30 | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-26-062454 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001144204-13-045522 | Quarter ended 2013-06-30 | 2013-08-14 | acceptance time not in the bulk data set |