SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value: $138M (100.0% shares, 0.0% debt)

Holdings (8)

W WAYFAIR INC 38.9%

Value $53.85M Shares 272,500 Est. Cost — Unrealized —

CACC CREDIT ACCEP CORP MICH 30.3%

Value $41.92M Shares 100,048 Est. Cost — Unrealized —

CPRT COPART INC 13.3%

Value $18.36M Shares 220,500 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 8.6%

Value $11.96M Shares 156,650 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 4.4%

Value $6.038M Shares 92,150 Est. Cost — Unrealized —

YELP YELP INC 3.9%

Value $5.426M Shares 234,580 Est. Cost — Unrealized —

— SYSTEMAX INC 0.4%

Value $596K Shares 29,000 Est. Cost — Unrealized —

BFH ALLIANCE DATA SYSTEMS CORP 0.1%

Value $203K Shares 4,500 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
W	WAYFAIR INC	272,500	$53.85M	38.9%	—	—	CL A	94419L101
CACC	CREDIT ACCEP CORP MICH	100,048	$41.92M	30.3%	—	—	COM	225310101
CPRT	COPART INC	220,500	$18.36M	13.3%	—	—	COM	217204106
CMPR	CIMPRESS PLC	156,650	$11.96M	8.6%	—	—	SHS EURO	G2143T103
WRLD	WORLD ACCEP CORP DEL	92,150	$6.038M	4.4%	—	—	COM	981419104
YELP	YELP INC	234,580	$5.426M	3.9%	—	—	CL A	985817105
—	SYSTEMAX INC	29,000	$596K	0.4%	—	—	COM	871851101
BFH	ALLIANCE DATA SYSTEMS CORP	4,500	$203K	0.1%	—	—	COM	018581108