SMITH THOMAS W Long-Term Concentrated

Location: BOCA RATON, FL

CIK: 0000926688 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $101M (100.0% shares, 0.0% debt)

Holdings (5)

Exited Positions (1)

YELP YELP INC 0.2%

Value $243K Shares 8,000 Est. Cost $31.19 Unrealized -16.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
YELP	YELP INC	8,000	$243K	0.2%	$31.19	-16.5%	—	985817105

Unchanged Positions (5)

W WAYFAIR INC 17.6%

Value $17.83M Shares 237,100 Est. Cost $51.98 Unrealized +91.2%

CACC CREDIT ACCEP CORP MICH 39.7%

Value $40.19M Shares 94,898 Est. Cost $212.15 Unrealized +125.0%

CMPR CIMPRESS PLC 9.3%

Value $9.446M Shares 129,400 Est. Cost $81.82 Unrealized -8.0%

BTI BRITISH AMERN TOB PLC 23.0%

Value $23.24M Shares 397,500 Est. Cost $56.62 Unrealized —

WRLD WORLD ACCEP CORPORATION 10.4%

Value $10.48M Shares 77,600 Est. Cost $84.33 Unrealized +57.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
W	WAYFAIR INC	237,100	$17.83M	17.6%	$51.98	+91.2%	CL A	94419L101
CACC	CREDIT ACCEP CORP MICH	94,898	$40.19M	39.7%	$212.15	+125.0%	COM	225310101
CMPR	CIMPRESS PLC	129,400	$9.446M	9.3%	$81.82	-8.0%	SHS EURO	G2143T103
BTI	BRITISH AMERN TOB PLC	397,500	$23.24M	23.0%	$56.62	—	SPONSORED ADR	110448107
WRLD	WORLD ACCEP CORPORATION	77,600	$10.48M	10.4%	$84.33	+57.6%	COM	981419104