SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value: $144M (100.0% shares, 0.0% debt)

Holdings (8)

W WAYFAIR INC 48.7%

Value $70.03M Shares 222,500 Est. Cost — Unrealized —

CACC CREDIT ACCEP CORP MICH 22.0%

Value $31.64M Shares 87,848 Est. Cost — Unrealized —

CPRT COPART INC 7.4%

Value $10.68M Shares 98,300 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 6.9%

Value $9.978M Shares 99,650 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 6.4%

Value $9.168M Shares 70,650 Est. Cost — Unrealized —

YELP YELP INC 4.8%

Value $6.957M Shares 178,380 Est. Cost — Unrealized —

— VAPOTHERM INC 3.1%

Value $4.442M Shares 184,950 Est. Cost — Unrealized —

— SYSTEMAX INC 0.6%

Value $822K Shares 20,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
W	WAYFAIR INC	222,500	$70.03M	48.7%	—	—	CL A	94419L101
CACC	CREDIT ACCEP CORP MICH	87,848	$31.64M	22.0%	—	—	COM	225310101
CPRT	COPART INC	98,300	$10.68M	7.4%	—	—	COM	217204106
CMPR	CIMPRESS PLC	99,650	$9.978M	6.9%	—	—	SHS EURO	G2143T103
WRLD	WORLD ACCEP CORP DEL	70,650	$9.168M	6.4%	—	—	COM	981419104
YELP	YELP INC	178,380	$6.957M	4.8%	—	—	CL A	985817105
—	VAPOTHERM INC	184,950	$4.442M	3.1%	—	—	COM	922107107
—	SYSTEMAX INC	20,000	$822K	0.6%	—	—	COM	871851101