Institutional
SMITH THOMAS W
CIK 0000926688
$101.2M
Reported AUM
5
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · SMITH THOMAS W · Q1 2026
AI · grounded in 13F
SMITH THOMAS W closed its entire position in YELP, selling $243,120 worth of shares. The fund added no new positions during the period. Total assets under management stood at $101,184,927 across five remaining holdings.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CACC | CREDIT ACCEP CORP MICH | $544.71 | -0.67% | 7.74% | 12.36% | $40.2M | 39.71% | — | HELD |
| 2 | BTI | BRITISH AMERN TOB PLC | $59.72 | 3.23% | 32.39% | 134.37% | $23.2M | 22.97% | — | HELD |
| 3 | W | WAYFAIR INC | $68.35 | -5.71% | 50.95% | -71.68% | $17.8M | 17.62% | — | HELD |
| 4 | WRLD | WORLD ACCEP CORPORATION | $167.30 | -0.30% | 2.64% | -11.75% | $10.5M | 10.36% | — | HELD |
| 5 | CMPR | CIMPRESS PLC | $94.55 | -2.50% | 108.95% | -7.53% | $9.4M | 9.34% | — | HELD |
| 6 | YELP | YELP INC | $23.25 | -1.61% | -37.16% | -37.83% | — | — | −8,000 | EXITED |
Source: SEC EDGAR · accession 0001104659-26-062454. 13F discloses long positions only — shorts, foreign equities, and options are excluded.