SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

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

Holdings (5)

CACC CREDIT ACCEP CORP MICH 39.7%

Value $40.19M Shares 94,898 Est. Cost — Unrealized —

BTI BRITISH AMERN TOB PLC 23.0%

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

W WAYFAIR INC 17.6%

Value $17.83M Shares 237,100 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORPORATION 10.4%

Value $10.48M Shares 77,600 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 9.3%

Value $9.446M Shares 129,400 Est. Cost — Unrealized —

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