Smith Thomas W — Q4 2025 13F Holdings

Name: Smith Thomas W — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0000926688

Total reported value

$101.2M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CACC	Credit Acceptance CORP	Stock-Other	38.91%	+0.80%	-1.37%
2	W	Wayfair Inc- Class A	Stock-Consumer Disc	22.01%	-4.39%	-0.17%
3	BTI	British American Tob-sp Adr	Stock-Consumer Staples	20.81%	+2.16%	—
4	WRLD	World Acceptance CORP	Stock-Other	10.07%	+0.29%	-0.06%
5	CMPR	Cimpress plc	Stock-Other	7.97%	+1.37%	-0.19%
6	YELP	Yelp INC	Stock-Other	0.22%	-0.22%	EXIT

Position changes disclosed by Smith Thomas W for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CACC	Credit Acceptance CORP	+13.1%	-1.37%	Add
2	WRLD	World Acceptance CORP	+2.8%	-0.06%	Add
3	CMPR	Cimpress plc	+1%	-0.19%	Add
4	YELP	Yelp INC	-4.4%	-92.33%	Trim
5	W	Wayfair Inc- Class A	-23.4%	-0.17%	Add
6	BTI	British American Tob-sp Adr	—	NEW	New buy
7	CPRT	Copart INC	—	EXIT	Sold out
8	✓		—	EXIT	Sold out
9	GIC	Global Industrial Co	—	EXIT	Sold out