Latest SMITH THOMAS W Stock Portfolio

$101Million | No. of Holdings #5

SMITH THOMAS W Performance

2026 Q1-6.23%

YTD-6.23%

About SMITH THOMAS W and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, SMITH THOMAS W reported an equity portfolio of $101.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of SMITH THOMAS W are CACC, BTI, W. The fund has invested 39.7% of it's portfolio in CREDIT ACCEP CORP MICH and 23% of portfolio in BRITISH AMERN TOB PLC. <br><br> The fund managers got completely rid off YELP INC (YELP) stocks.

SMITH THOMAS W Equity Portfolio Value

Last Reported on: 15 May, 2026

$101Million

as of May 15, 2026

SMITH THOMAS W Annual Return Estimates Vs S&P 500

Our best estimate is that SMITH THOMAS W made a return of -6.23% in the last quarter. In trailing 12 months, it's portfolio return was NA%.

Performance
S&P 500

New Buys

No new stocks were added by SMITH THOMAS W

Additions

No additions were made to existing positions by SMITH THOMAS W

Reductions

None of the existing positions were reduced by SMITH THOMAS W

Sold off

Ticker	$ Sold
yelp inc	-243,120

SMITH THOMAS W got rid off the above stocks

Sector Distribution

SMITH THOMAS W has about 50.1% of it's holdings in Financial Services sector.

Financial Services
Others
Consumer Cyclical
Communication Services

Sector	%
Financial Services	50.1
Others	23
Consumer Cyclical	17.6
Communication Services	9.3

Market Cap. Distribution

SMITH THOMAS W has about 17.6% of it's portfolio invested in the large-cap and mega-cap stocks.

MID-CAP
UNALLOCATED
SMALL-CAP
LARGE-CAP

Category	%
MID-CAP	39.7
UNALLOCATED	23
SMALL-CAP	19.7
LARGE-CAP	17.6

Stocks belong to which Index?

About 19.7% of the stocks held by SMITH THOMAS W either belong to S&P 500 or RUSSELL 2000 index.

Others
RUSSELL 2000

Index	%
Others	80.3
RUSSELL 2000	19.7

Top 5 Winners (%)		%
CMPR	cimpress plc	9.6 %
BTI	british amern tob plc	3.3 %

Top 5 Winners ($)		$
CMPR	cimpress plc	0.8 M
BTI	british amern tob plc	0.7 M

Top 5 Losers (%)		%
W	wayfair inc	-25.1 %
CACC	credit accep corp mich	-4.5 %
WRLD	world accep corporation	-3.8 %

Top 5 Losers ($)		$
W	wayfair inc	-6.0 M
CACC	credit accep corp mich	-1.9 M
WRLD	world accep corporation	-0.4 M

SMITH THOMAS W Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SMITH THOMAS W

SMITH THOMAS W has 5 stocks in it's portfolio. W proved to be the most loss making stock for the portfolio. CMPR was the most profitable stock for SMITH THOMAS W last quarter.

$101.18MTotal Value

6.00Positions

15 May, 2026Last Reported

Current holdings of Current Stock Holdings of SMITH THOMAS W, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
BTI British Amern Tob Plc British Amern Tob Plc BTI SMITH THOMAS W's holding in British Amern Tob Plc over time	22.97%	397,500	$23.24M 22.97%	unchanged 0 percentunchanged

CACC Credit Accep Corp Mich Credit Accep Corp MichCACC SMITH THOMAS W's holding in Credit Accep Corp Mich over time	39.72%	94,898	$40.19M 39.72%	unchanged 0 percentunchanged

CMPR Cimpress Plc Cimpress PlcCMPR SMITH THOMAS W's holding in Cimpress Plc over time	9.34%	129,400	$9.45M 9.34%	unchanged 0 percentunchanged

W Wayfair Inc Wayfair IncW SMITH THOMAS W's holding in Wayfair Inc over time	17.62%	237,100	$17.83M 17.62%	unchanged 0 percentunchanged

WRLD World Accep Corporation World Accep CorporationWRLD SMITH THOMAS W's holding in World Accep Corporation over time	10.36%	77,600	$10.48M 10.36%	unchanged 0 percentunchanged

YELP Yelp Inc Yelp IncYELP SMITH THOMAS W's holding in Yelp Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off