Smith Thomas W holds a concentrated book of 5 reported positions worth $112.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Credit Acceptance Corp. Their largest long position is Credit Acceptance Corp at 47% of the reported non-option book. Cloning the disclosed picks since 2023 would be +6% (+1.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +24.0%, a 18.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Smith Thomas W's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Smith Thomas W
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prescott General Partners LLC | 5 / 5 | $1.9B |
| Goodnow Investment Group, LLC | 2 / 5 | $125.2M |
| Spruce House Investment Management LLC | 2 / 5 | $393.3M |
| Axxion S.A. | 2 / 5 | $89.8M |
| Night Squared LP | 2 / 5 | $20.7M |
| Varcov Co. | 2 / 5 | $1.8M |
| Renaissance Technologies LLC | 4 / 5 | $441.4M |
| Storgate, LLC | 3 / 5 | $2.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Smith Thomas W: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Credit Accep Corp Mich COM | $52.9M | 83.1K | 47.0% | ▼−12% Reduced · −12K sh | |
| 2 | Wayfair Inc CL A | $20.9M | 225.8K | 18.5% | ▼−4.7% Reduced · −11K sh | |
| 3 | World Accep Corporation COM | $15.9M | 71.2K | 14.1% | ▼−8.3% Reduced · −6K sh | |
| 4 | Cimpress PLC SHS EURO | $11.7M | 115.2K | 10.4% | ▼−11% Reduced · −14K sh | |
| 5 | British Amern Tob PLC SPONSORED ADR | $11.2M | 181.0K | 9.9% | ▼−54% Reduced · −217K sh |
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Use Arkolith to show SMITH THOMAS W's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.