SMITH THOMAS W
CIK
926688
Location
BOCA RATON, FL
Portfolio Value
Small
$101,184,927
Diversification
Highly concentrated
Filing Date
Global Rank
#5,337
/ 8,232
▲ 153
Top Industry
Credit Services
50.1%
3Y Alpha vs SPY
-13.6%
Period ended 2 months ago
Filed May 15, 2026 · 30d
17 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+23.3%
SPY
+76.3%
Annualised alpha
-13.6%
Max drawdown
−33.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
39.7%
+0.8 pts
Top 5
100.0%
+0.2 pts
Top 10
100.0%
0.0 pts
HHI
2,610
Highly concentrated+13
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 50.1% | $50,664,611 |
| Consumer Defensive | 23.0% | $23,241,825 |
| Consumer Cyclical | 17.6% | $17,832,291 |
| Industrials | 9.3% | $9,446,200 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| YELP | Yelp Inc | 8,000 | $243,120 | |
| No positions match the current search. | ||||
5 positions ·
$101,184,927 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CACC |
Credit Acceptance Corp
Financial Services
|
Held | 94,898 | $40,185,507 | 39.71% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 397,500 | $23,241,825 | 22.97% | |
| W |
Wayfair Inc.
Consumer Cyclical
|
Held | 237,100 | $17,832,291 | 17.62% | |
| WRLD |
World Acceptance Corp
Financial Services
|
Held | 77,600 | $10,479,104 | 10.36% | |
| CMPR |
CIMPRESS plc
Industrials
|
Held | 129,400 | $9,446,200 | 9.34% |