SMITH THOMAS W

Portfolio Overview

SMITH THOMAS W disclosed 5 positions worth $101.2M in its Form 13F-HR for Q1 2026, led by $CACC (CREDIT ACCEPTANCE CORP) at 39.7% of the equity portfolio, followed by $BTI and $W. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $YELP. The portfolio is most concentrated in Financials (50.1% of disclosed assets). All figures are sourced directly from SMITH THOMAS W’s Form 13F-HR filing with the SEC under CIK 926688.

• 

  CREDIT ACCEPTANCE CORP

  $CACC

  70.6#300

  Quality

  $40.2M94,898 sh
• 

  British American Tobacco p.l.c.

  $BTI

  —

  Quality

  $23.2M397,500 sh
• 

  Wayfair Inc.

  $W

  40.5#1,937

  Quality

  $17.8M237,100 sh
• 

  WORLD ACCEPTANCE CORP

  $WRLD

  60.8

  Quality

  $10.5M77,600 sh
• 

  CIMPRESS plc

  $CMPR

  —

  Quality

  $9.4M129,400 sh

Company	Quality	Value	Shares
CREDIT ACCEPTANCE CORP$CACC	70.6#300	$40.2M	94,898
British American Tobacco p.l.c.$BTI	—	$23.2M	397,500
Wayfair Inc.$W	40.5#1,937	$17.8M	237,100
WORLD ACCEPTANCE CORP$WRLD	60.8	$10.5M	77,600
CIMPRESS plc$CMPR	—	$9.4M	129,400

Showing top 5 of 5 holdings.

Full Holdings — SMITH THOMAS W (Q1 2026)

All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$CACC	CREDIT ACCEPTANCE CORP	$40.2M	39.7%	+0%	70.6
2	$BTI	British American Tobacco p.l.c.	$23.2M	23.0%	+0%	—
3	$W	Wayfair Inc.	$17.8M	17.6%	+0%	40.5
4	$WRLD	WORLD ACCEPTANCE CORP	$10.5M	10.4%	+0%	60.8
5	$CMPR	CIMPRESS plc	$9.4M	9.3%	+0%	—