Filed: 8/14/2026ACC: 0001104659-26-097108
📋 What this filing means
SMITH THOMAS W filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $112.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$112.62M
Total AUM (reported)
676.35K
Total Shares
Allocation by class
COM$68.85M61.1%
CL A$20.87M18.5%
SHS EURO$11.72M10.4%
SPONSORED ADR$11.18M9.9%
Portfolio Concentration
Top 3$89.73M79.7%
4–10$22.90M20.3%
Top 3 weight
79.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 676.35K
Sole
Full voting authority
676.35K
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)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
CREDIT ACCEP CORP MICH
SOLEShares83.12K
TypeSH
Market value$52.93M
47.00%
Sole
83.12K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares225.85K
TypeSH
Market value$20.87M
18.53%
Sole
225.85K
Shared
0.00
None
0.00
WORLD ACCEP CORPORATION
SOLEShares71.15K
TypeSH
Market value$15.93M
14.14%
Sole
71.15K
Shared
0.00
None
0.00
CIMPRESS PLC
SOLEShares115.22K
TypeSH
Market value$11.72M
10.40%
Sole
115.22K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares181K
TypeSH
Market value$11.18M
9.93%
Sole
181K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 83.12K | SH | $52.93M 47.00% | 83.12K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 225.85K | SH | $20.87M 18.53% | 225.85K | 0.00 | 0.00 |
WORLD ACCEP CORPORATIONSOLE | COM | 71.15K | SH | $15.93M 14.14% | 71.15K | 0.00 | 0.00 |
CIMPRESS PLCSOLE | SHS EURO | 115.22K | SH | $11.72M 10.40% | 115.22K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 181K | SH | $11.18M 9.93% | 181K | 0.00 | 0.00 |