Funds · 13F filer · Boca Raton, FL

Smith Thomas W

$112.6M in 5 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

Returns–Not enough quarters yet

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
CACCCredit Accep Corp Mich$52.9M47.0%−12.4%
WWayfair Inc$20.9M18.5%−4.7%
WRLDWorld Accep Corporation$15.9M14.1%−8.3%
Cimpress PLCCUSIP G2143T103$11.7M10.4%−11.0%
BTIBritish Amern Tob PLC$11.2M9.9%−54.5%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
WRLDWorld Accep CorporationDecember 31, 2025+59.4%$15.9M
Cimpress PLCCUSIP G2143T103December 31, 2025+52.7%$11.7M
CACCCredit Accep Corp MichDecember 31, 2025+43.6%$52.9M
BTIBritish Amern Tob PLCDecember 31, 2025+9.1%$11.2M
WWayfair IncDecember 31, 2025−8.0%$20.9M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+35.8%+14.8%
March 31, 2026−6.3%−4.6%
December 31, 2023+11.5%+11.2%
September 30, 2023−5.0%−3.6%
June 30, 2023+31.3%+8.3%
March 31, 2023+0.9%+7.0%
December 31, 2022+1.6%+7.1%
September 30, 2022−10.0%−5.3%
June 30, 2022−29.5%−16.5%
March 31, 2022−25.5%−4.9%
December 31, 2021−2.2%+10.7%
September 30, 2021−1.4%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 926688
  2. 2
    SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/926688/000110465926097108/
    Filed August 14, 2026 · accession 0001104659-26-097108