Institutional Manager · CIK 0000926688
SMITH THOMAS W
Boca Raton, FL · File #028-04481
Latest AUM
$108.2M
Positions
6
Top-10 Concentration
100.0%
Filings
2
Portfolio Value Over Time
2023-12
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | BRITISH AMERN TOB PLC | 110448107 | +397,500 | +$22.5M | $0 |
| REDUCE | YELP INC | YELP | -96,280 | -$2.9M | -$1.2M |
| REDUCE | CREDIT ACCEP CORP MICH | 225310101 | -1,315 | -$583,150 | -$1.6M |
| EXITED | VAPOTHERM INC | 922107107 | -17,125 | -$43,326 | $0 |
| REDUCE | WAYFAIR INC | W | -400 | -$40,164 | +$9.5M |
| REDUCE | CIMPRESS PLC | CMPR | -250 | -$16,647 | -$443,404 |
| REDUCE | WORLD ACCEP CORPORATION | WRLD | -50 | -$7,019 | +$1.0M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20256 pos · $108.2M
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $82.0M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 94,898 | $42.1M | 38.91% |
| 2 | WAYFAIR INC | W | 237,100 | $23.8M | 22.01% |
| 3 | BRITISH AMERN TOB PLC | 110448107 | 397,500 | $22.5M | 20.81% |
| 4 | WORLD ACCEP CORPORATION | WRLD | 77,600 | $10.9M | 10.07% |
| 5 | CIMPRESS PLC | CMPR | 129,400 | $8.6M | 7.97% |
| 6 | YELP INC | YELP | 8,000 | $243,120 | 0.22% |