SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value: $75.07M (100.0% shares, 0.0% debt)

Holdings (9)

CACC CREDIT ACCEP CORP MICH 34.1%

Value $25.58M Shares 100,048 Est. Cost — Unrealized —

CPRT COPART INC 22.4%

Value $16.84M Shares 245,700 Est. Cost — Unrealized —

W WAYFAIR INC 16.5%

Value $12.37M Shares 231,400 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 11.1%

Value $8.334M Shares 156,650 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 6.7%

Value $5.032M Shares 92,150 Est. Cost — Unrealized —

YELP YELP INC 5.6%

Value $4.229M Shares 234,580 Est. Cost — Unrealized —

TSCO TRACTOR SUPPLY CO 1.9%

Value $1.437M Shares 17,000 Est. Cost — Unrealized —

— SYSTEMAX INC 1.4%

Value $1.028M Shares 58,000 Est. Cost — Unrealized —

BFH ALLIANCE DATA SYSTEMS CORP 0.3%

Value $232K Shares 6,900 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	100,048	$25.58M	34.1%	—	—	COM	225310101
CPRT	COPART INC	245,700	$16.84M	22.4%	—	—	COM	217204106
W	WAYFAIR INC	231,400	$12.37M	16.5%	—	—	CL A	94419L101
CMPR	CIMPRESS PLC	156,650	$8.334M	11.1%	—	—	SHS EURO	G2143T103
WRLD	WORLD ACCEP CORP DEL	92,150	$5.032M	6.7%	—	—	COM	981419104
YELP	YELP INC	234,580	$4.229M	5.6%	—	—	CL A	985817105
TSCO	TRACTOR SUPPLY CO	17,000	$1.437M	1.9%	—	—	COM	892356106
—	SYSTEMAX INC	58,000	$1.028M	1.4%	—	—	COM	871851101
BFH	ALLIANCE DATA SYSTEMS CORP	6,900	$232K	0.3%	—	—	COM	018581108