SMITH THOMAS W Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$108.2M

Holdings

6

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
CACCCREDIT ACCEP CORP MICH
94,898$42.1M38.91%
2
WWAYFAIR INC
237,100$23.8M22.01%
3
BMTABRITISH AMERN TOB PLC
397,500$22.5M20.81%
4
WRLDWORLD ACCEP CORPORATION
77,600$10.9M10.07%
5
CMPRCIMPRESS PLC
129,400$8.6M7.97%
6
YELPYELP INC
8,000$243K0.22%