Smith Thomas W
Smith Thomas W reported 5 US-listed holdings worth $112.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Credit Acceptance Corp. (47.0%), Wayfair Inc. (18.5%) and World Acceptance Corp. (14.1%). Against the quarter before, it opened 0 positions, added to 0, trimmed 5 and sold out of 0.
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +27.3% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 5
- British American Tobacco p.l.c. BTI-216,500 shares · -54%
- Credit Acceptance Corp. CACC-11,775 shares · -12%
- World Acceptance Corp. WRLD-6,450 shares · -8%
- Cimpress PLC CMPR-14,175 shares · -11%
- Wayfair Inc. W-11,250 shares · -5%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Credit Acceptance Corp. CACC | 83.1K | $52.9 million | 47.00% | -11.8K |
| Wayfair Inc. W | 225.8K | $20.9 million | 18.53% | -11.2K |
| World Acceptance Corp. WRLD | 71.2K | $15.9 million | 14.14% | -6.5K |
| Cimpress PLC CMPR | 115.2K | $11.7 million | 10.40% | -14.2K |
| British American Tobacco p.l.c. BTI | 181.0K | $11.2 million | 9.93% | -216.5K |