SMITH THOMAS W
Top Portfolio Positions
5 positions ·
$101,184,927 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CACC |
Credit Acceptance Corp
Financial Services
|
94,898 | $40,185,507 | 39.71% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
397,500 | $23,241,825 | 22.97% | |
| W |
Wayfair Inc.
Consumer Cyclical
|
237,100 | $17,832,291 | 17.62% | |
| WRLD |
World Acceptance Corp
Financial Services
|
77,600 | $10,479,104 | 10.36% | |
| CMPR |
CIMPRESS plc
Industrials
|
129,400 | $9,446,200 | 9.34% |
Portfolio Trend
17 quarters · across all stocks
Holdings in CACC
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,185,507 | 94,898 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,083,467 | 94,898 | Shares | Sole | 2026-02-17 | |
| 2023-09-30 | $44,269,525 | 96,213 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $49,072,641 | 96,613 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,127,132 | 96,613 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $46,070,407 | 97,113 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $37,115,244 | 84,738 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,216,966 | 99,738 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $54,892,803 | 99,738 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $68,587,827 | 99,738 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $51,417,434 | 87,848 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $39,892,655 | 87,848 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $31,645,485 | 87,848 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $34,630,614 | 100,048 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $33,880,254 | 100,048 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $41,921,112 | 100,048 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $25,581,273 | 100,048 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||