SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $108M (100.0% shares, 0.0% debt)

Holdings (6)

CACC CREDIT ACCEP CORP MICH 38.9%

Value $42.08M Shares 94,898 Est. Cost — Unrealized —

W WAYFAIR INC 22.0%

Value $23.81M Shares 237,100 Est. Cost — Unrealized —

BTI BRITISH AMERN TOB PLC 20.8%

Value $22.51M Shares 397,500 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORPORATION 10.1%

Value $10.89M Shares 77,600 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 8.0%

Value $8.617M Shares 129,400 Est. Cost — Unrealized —

YELP YELP INC 0.2%

Value $243K Shares 8,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	94,898	$42.08M	38.9%	—	—	COM	225310101
W	WAYFAIR INC	237,100	$23.81M	22.0%	—	—	CL A	94419L101
BTI	BRITISH AMERN TOB PLC	397,500	$22.51M	20.8%	—	—	SPONSORED ADR	110448107
WRLD	WORLD ACCEP CORPORATION	77,600	$10.89M	10.1%	—	—	COM	981419104
CMPR	CIMPRESS PLC	129,400	$8.617M	8.0%	—	—	SHS EURO	G2143T103
YELP	YELP INC	8,000	$243K	0.2%	—	—	CL A	985817105