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Smith Thomas W Top Holdings and 13F Report (2026)

About Smith Thomas W

Investment Activity

  • Smith Thomas W has $112.62 million in total holdings as of June 30, 2026.
  • Smith Thomas W owns shares of 5 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • About 22.01% of the portfolio was sold this quarter.
  • This quarter, Smith Thomas W has purchased 5 new stocks and bought additional shares in 0 stocks.
  • Smith Thomas W sold shares of 5 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Credit Acceptance
$52,927,739
Wayfair
$20,873,057
World Acceptance
$15,925,505
Cimpress
$11,718,383

Largest Sales this Quarter

British American Tobacco
216,500 shares (about $13.37M)
Credit Acceptance
11,775 shares (about $7.50M)
World Acceptance
6,450 shares (about $1.44M)
Cimpress
14,175 shares (about $1.44M)
Wayfair
11,250 shares (about $1.04M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSmith Thomas W

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Credit Acceptance Corporation stock logo
CACC
Credit Acceptance
$52,927,739$7,497,613 â–¼-12.4%83,12347.0%Finance
Wayfair Inc. stock logo
W
Wayfair
$20,873,057$1,039,725 â–¼-4.7%225,85018.5%Consumer Discretionary
World Acceptance Corporation stock logo
WRLD
World Acceptance
$15,925,505$1,443,704 â–¼-8.3%71,15014.1%Finance
Cimpress plc stock logo
CMPR
Cimpress
$11,718,383$1,441,598 â–¼-11.0%115,22510.4%Industrials
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$11,178,560$13,371,040 â–¼-54.5%181,0009.9%Consumer Staples

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data