Filed: 2/17/2026ACC: 0001104659-26-016403
📋 What this filing means
SMITH THOMAS W filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $108.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$108.15M
Total AUM (reported)
944.50K
Total Shares
Allocation by class
COM$52.98M49.0%
CL A$24.05M22.2%
SPONSORED ADR$22.51M20.8%
SHS EURO$8.62M8.0%
Portfolio Concentration
Top 3$88.40M81.7%
4–10$19.75M18.3%
Top 3 weight
81.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 944.50K
Sole
Full voting authority
944.50K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
CREDIT ACCEP CORP MICH
SOLEShares94.90K
TypeSH
Market value$42.08M
38.91%
Sole
94.90K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares237.10K
TypeSH
Market value$23.81M
22.01%
Sole
237.10K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares397.50K
TypeSH
Market value$22.51M
20.81%
Sole
397.50K
Shared
0.00
None
0.00
WORLD ACCEP CORPORATION
SOLEShares77.60K
TypeSH
Market value$10.89M
10.07%
Sole
77.60K
Shared
0.00
None
0.00
CIMPRESS PLC
SOLEShares129.40K
TypeSH
Market value$8.62M
7.97%
Sole
129.40K
Shared
0.00
None
0.00
YELP INC
SOLEShares8K
TypeSH
Market value$243.1K
0.22%
Sole
8K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 94.90K | SH | $42.08M 38.91% | 94.90K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 237.10K | SH | $23.81M 22.01% | 237.10K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 397.50K | SH | $22.51M 20.81% | 397.50K | 0.00 | 0.00 |
WORLD ACCEP CORPORATIONSOLE | COM | 77.60K | SH | $10.89M 10.07% | 77.60K | 0.00 | 0.00 |
CIMPRESS PLCSOLE | SHS EURO | 129.40K | SH | $8.62M 7.97% | 129.40K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 8K | SH | $243.1K 0.22% | 8K | 0.00 | 0.00 |