Smith Thomas W
BOCA RATON, FL
$113m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 13.0% of the portfolio this quarter.
Value
$113m
Stocks
5
Top 10 share
100.0%
Turnover
13.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Credit AcceptanceCACC47.0% of the fund-12%
- WayfairW18.5% of the fund-5%
- World AcceptanceWRLD14.1% of the fund-8%
- CimpressCMPR10.4% of the fund-11%
- British American Tobacco p.l.c.BTI9.9% of the fund-54%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Credit AcceptanceCACC | 47.0% | $53m | 83,123 | -12% |
| WayfairW | 18.5% | $21m | 225,850 | -5% |
| World AcceptanceWRLD | 14.1% | $16m | 71,150 | -8% |
| CimpressCMPR | 10.4% | $12m | 115,225 | -11% |
| British American Tobacco p.l.c.BTI | 9.9% | $11m | 181,000 | -54% |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 4.1% since 31 December 2025.
Where the money is
Financial services61.1%
Retail & consumer18.5%
Industrials10.4%
Everyday goods9.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.