SMITH THOMAS W

CIK

926688

City

BOCA RATON

State / Country

FL

Stock

W — Wayfair Inc.

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 W

Compact Export CSV

Shares Held

Position Value (USD)

17 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,832,291	237,100	0.0%	Shares	Sole	2026-05-15
2025-12-31	$23,807,211	237,100	-0.2%	Shares	Sole	2026-02-17
2023-09-30	$14,385,375	237,500	0.0%	Shares	Sole	2023-11-14
2023-06-30	$15,439,875	237,500	0.0%	Shares	Sole	2023-08-14
2023-03-31	$8,155,750	237,500	0.0%	Shares	Sole	2023-05-15
2022-12-31	$7,811,375	237,500	+37.7%	Shares	Sole	2023-02-14
2022-09-30	$5,614,875	172,500	-22.5%	Shares	Sole	2022-11-14
2022-06-30	$9,692,100	222,500	0.0%	Shares	Sole	2022-08-15
2022-03-31	$24,648,550	222,500	0.0%	Shares	Sole	2022-05-16
2021-12-31	$42,268,325	222,500	0.0%	Shares	Defined	2022-02-14
2021-09-30	$56,850,975	222,500	0.0%	Shares	Sole	2021-11-15
2021-06-30	$70,245,475	222,500	0.0%	Shares	Sole	2021-08-16
2021-03-31	$70,031,875	222,500	-18.3%	Shares	Sole	2021-05-14
2020-12-31	$61,533,225	272,500	0.0%	Shares	Sole	2021-02-16
2020-09-30	$79,300,225	272,500	0.0%	Shares	Sole	2020-11-16
2020-06-30	$53,848,725	272,500	+17.8%	Shares	Sole	2020-08-14
2020-03-31	$12,366,016	231,400	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.