SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $113M (100.0% shares, 0.0% debt)

Holdings (5)

Decreased Positions (5)

CACC CREDIT ACCEP CORP MICH 47.0%

Value $52.93M (+31.7%) Shares 83,123 (-12.4%) Est. Cost — Unrealized —

BTI BRITISH AMERN TOB PLC 9.9%

Value $11.18M (-51.9%) Shares 181,000 (-54.5%) Est. Cost — Unrealized —

WRLD WORLD ACCEP CORPORATION 14.1%

Value $15.93M (+52.0%) Shares 71,150 (-8.3%) Est. Cost — Unrealized —

W WAYFAIR INC 18.5%

Value $20.87M (+17.1%) Shares 225,850 (-4.7%) Est. Cost — Unrealized —

CMPR CIMPRESS PLC 10.4%

Value $11.72M (+24.1%) Shares 115,225 (-11.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	83,123 (-12.4%)	$52.93M (+31.7%)	47.0%	—	—	COM	225310101
BTI	BRITISH AMERN TOB PLC	181,000 (-54.5%)	$11.18M (-51.9%)	9.9%	—	—	SPONSORED ADR	110448107
WRLD	WORLD ACCEP CORPORATION	71,150 (-8.3%)	$15.93M (+52.0%)	14.1%	—	—	COM	981419104
W	WAYFAIR INC	225,850 (-4.7%)	$20.87M (+17.1%)	18.5%	—	—	CL A	94419L101
CMPR	CIMPRESS PLC	115,225 (-11.0%)	$11.72M (+24.1%)	10.4%	—	—	SHS EURO	G2143T103