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SMITH THOMAS W · 13F Holdings
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SMITH THOMAS W

No.8946 Data as of 2026Q2
Latest AUM (Q2 2026)
$112.6M
QoQ Change Q1 2026
+$11.4M+11.3%
Holdings
5
New Buys
0
Adds
0
Reduces
5
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CREDIT ACCEP CORP MICHCACC
47%39.71%$52.9M83,123$40.2M94,898-11,775-12.41%Reduce
WAYFAIR INCW
18.53%17.62%$20.9M225,850$17.8M237,100-11,250-4.74%Reduce
WWORLD ACCEP CORPORATIONWRLD
14.14%10.36%$15.9M71,150$10.5M77,600-6,450-8.31%Reduce
CIMPRESS PLCCMPR
10.4%9.34%$11.7M115,225$9.4M129,400-14,175-10.95%Reduce
BRITISH AMERN TOB PLC SPONSORED ADRBTI
9.93%22.97%$11.2M181,000$23.2M397,500-216,500-54.47%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow