Smith Thomas W

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value

$101.2M

Q ending 2026-03-31

Prior quarter

$108.2M

Q ending 2025-12-31

Change

-6.4% QoQ

Positions

reported holdings

Largest positions

All 5 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.

Holding	Ticker	Type	Value ▼	Shares
Credit Accep Corp Mich	CACC	Shares	$40.2M	95K
British Amern Tob Plc	BTI	Shares	$23.2M	398K
Wayfair Inc	W	Shares	$17.8M	237K
World Accep Corporation	WRLD	Shares	$10.5M	78K
Cimpress Plc		Shares	$9.4M	129K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.