SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value: $148M (100.0% shares, 0.0% debt)

Holdings (8)

W WAYFAIR INC 41.6%

Value $61.53M Shares 272,500 Est. Cost — Unrealized —

CACC CREDIT ACCEP CORP MICH 23.4%

Value $34.63M Shares 100,048 Est. Cost — Unrealized —

CPRT COPART INC 10.2%

Value $15.05M Shares 118,300 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 9.1%

Value $13.44M Shares 153,150 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 6.4%

Value $9.42M Shares 92,150 Est. Cost — Unrealized —

YELP YELP INC 5.3%

Value $7.788M Shares 238,380 Est. Cost — Unrealized —

— VAPOTHERM INC 3.5%

Value $5.236M Shares 194,950 Est. Cost — Unrealized —

— SYSTEMAX INC 0.5%

Value $718K Shares 20,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
W	WAYFAIR INC	272,500	$61.53M	41.6%	—	—	CL A	94419L101
CACC	CREDIT ACCEP CORP MICH	100,048	$34.63M	23.4%	—	—	COM	225310101
CPRT	COPART INC	118,300	$15.05M	10.2%	—	—	COM	217204106
CMPR	CIMPRESS PLC	153,150	$13.44M	9.1%	—	—	SHS EURO	G2143T103
WRLD	WORLD ACCEP CORP DEL	92,150	$9.42M	6.4%	—	—	COM	981419104
YELP	YELP INC	238,380	$7.788M	5.3%	—	—	CL A	985817105
—	VAPOTHERM INC	194,950	$5.236M	3.5%	—	—	COM	922107107
—	SYSTEMAX INC	20,000	$718K	0.5%	—	—	COM	871851101