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Latest SMITH THOMAS W Stock Portfolio

$112Million | No. of Holdings #5

About SMITH THOMAS W and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, SMITH THOMAS W reported an equity portfolio of $112.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SMITH THOMAS W are CACC, W, WRLD. The fund has invested 47% of it's portfolio in CREDIT ACCEP CORP MICH and 18.5% of portfolio in WAYFAIR INC. <br><br> They significantly reduced their stock positions in BRITISH AMERN TOB PLC (BTI), CREDIT ACCEP CORP MICH (CACC) and CIMPRESS PLC (CMPR).
SMITH THOMAS W Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$112Million
  as of Aug 14, 2026

SMITH THOMAS W Annual Return Estimates Vs S&P 500

  • Performance

New Buys

No new stocks were added by SMITH THOMAS W

Additions

No additions were made to existing positions by SMITH THOMAS W

Reductions

Ticker% Reduced
british amern tob plc-54.47
credit accep corp mich-12.41
cimpress plc-10.95
world accep corporation-8.31
wayfair inc-4.74
SMITH THOMAS W reduced stake in above stock

Sold off

None of the stocks were completely sold off by SMITH THOMAS W

Sector Distribution

  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Others
Sector%
Financial Services61.1
Consumer Cyclical18.5
Communication Services10.4
Others9.9

Market Cap. Distribution

  • MID-CAP
  • LARGE-CAP
  • SMALL-CAP
  • UNALLOCATED
Category%
MID-CAP57.4
LARGE-CAP18.5
SMALL-CAP14.1
UNALLOCATED9.9

Stocks belong to which Index?

  • Others
  • RUSSELL 2000
Index%
Others75.5
RUSSELL 200024.5
Top 5 Winners (%)%
WRLD
world accep corporation
63.0 %
CACC
credit accep corp mich
47.2 %
CMPR
cimpress plc
37.2 %
W
wayfair inc
22.3 %
BTI
british amern tob plc
4.1 %
Top 5 Winners ($)$
CACC
credit accep corp mich
19.0 M
WRLD
world accep corporation
6.6 M
W
wayfair inc
4.0 M
CMPR
cimpress plc
3.5 M
BTI
british amern tob plc
1.0 M
Top 5 Losers (%)%
Top 5 Losers ($)$

SMITH THOMAS W Holdings Map

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

Current Stock Holdings of SMITH THOMAS W

$112.62MTotal Value
5.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SMITH THOMAS W, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BTI
British Amern Tob Plc

British Amern Tob Plc

BTI
SMITH THOMAS W's holding in British Amern Tob Plc over time
9.93%181,000
$11.18M
9.93%
decreased 54.47 percentreduced