SMITH THOMAS W
Follow13F filer, CIK 926688, BOCA RATON, FL
SMITH THOMAS W reported $101,184,927 across 5 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-062454
- Period
- 2026-03-31
- Reported value
- $101M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| YELPexited | -8,000 | -$243K |
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, Q1 2026
Share positions as resolved from 13F-HR 0001104659-26-062454, largest first. % of portfolio is the value over $101,184,927, 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 | 94,898 | $40.2M | 39.71% | 0 | Timeline | ||
| BTIBRITISH AMERN TOB PLC | 397,500 | $23.2M | 22.97% | 0 | Timeline | ||
| WWAYFAIR INC | 237,100 | $17.8M | 17.62% | 0 | Timeline | ||
| WRLDWORLD ACCEP CORPORATION | 77,600 | $10.5M | 10.36% | 0 | Timeline | ||
| CMPRCIMPRESS PLC | 129,400 | $9.45M | 9.34% | 0 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| YELPYELP INC | 8,000 | $243K | shares |
How Q1 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 0001104659-26-062454 | base | 2026-05-15 | acceptance time not in the bulk data set |