StockDriftsStockDriftsTop 5 Smith Thomas W Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CACC | CREDIT ACCEP CORP MICH | 47% | 83.1K | $52.9M | -12.41%(-11.78K) | $455.19(+29.02%) | 2026-06-30 | |
| W | WAYFAIR INC | 18.53% | 225.8K | $20.9M | -4.74%(-11.25K) | $94.87(+7.13%) | 2026-06-30 | |
| WRLD | WORLD ACCEP CORPORATION | 14.14% | 71.2K | $15.9M | -8.31%(-6.45K) | $154.76(+25.84%) | 2026-06-30 | |
| CMPR | CIMPRESS PLC | 10.4% | 115.2K | $11.7M | -10.95%(-14.18K) | $64.81(+45.74%) | 2026-06-30 | |
| BTI | BRITISH AMERN TOB PLC | 9.93% | 181.0K | $11.2M | -54.47%(-216.50K) | $54.85(+1.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -10.78% | -28.97% | -0.97% | -4.75% |
| Top 20 Holdings Unweighted | -9.30% | -25.39% | -0.66% | -3.27% |
Smith Thomas W reports $112.62M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are CACC (47.0%), W (18.5%) and WRLD (14.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -28.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Smith Thomas W’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 926688). View Smith Thomas W’s 13F filings on SEC