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Latest SMITH THOMAS W Stock Portfolio

About SMITH THOMAS W and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, SMITH THOMAS W reported an equity portfolio of $108.2 Millions as of 31 Dec, 2025.

The top stock holdings of SMITH THOMAS W are CACC, W, BTI. The fund has invested 38.9% of it's portfolio in CREDIT ACCEP CORP MICH and 22% of portfolio in WAYFAIR INC.

SMITH THOMAS W opened new stock positions in CREDIT ACCEP CORP MICH (CACC), WAYFAIR INC (W) and BRITISH AMERN TOB PLC (BTI).

SMITH THOMAS W Annual Return Estimates Vs S&P 500

New Buys

Ticker$ Bought
credit accep corp mich42,083,500
wayfair inc23,807,200
british amern tob plc22,506,400
world accep corporation10,894,300
cimpress plc8,616,750
yelp inc243,120
New stocks bought 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

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

Sector Distribution

Sector%
Financial Services49
Consumer Cyclical22
Others20.8
Communication Services8.2

Market Cap. Distribution

Category%
MID-CAP38.9
LARGE-CAP22
UNALLOCATED20.8
SMALL-CAP18.3

Stocks belong to which Index?

Index%
Others81.7
RUSSELL 200018.3
Top 5 Winners (%)%
Top 5 Winners ($)$
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

Last Reported on: 17 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions