SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value: $155M (100.0% shares, 0.0% debt)

Holdings (8)

W WAYFAIR INC 45.4%

Value $70.25M Shares 222,500 Est. Cost — Unrealized —

CACC CREDIT ACCEP CORP MICH 25.8%

Value $39.89M Shares 87,848 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 7.3%

Value $11.32M Shares 70,650 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 7.0%

Value $10.8M Shares 99,650 Est. Cost — Unrealized —

CPRT COPART INC 6.6%

Value $10.19M Shares 77,300 Est. Cost — Unrealized —

YELP YELP INC 4.6%

Value $7.128M Shares 178,380 Est. Cost — Unrealized —

— VAPOTHERM INC 2.8%

Value $4.372M Shares 184,950 Est. Cost — Unrealized —

GIC GLOBAL INDUSTRIAL COMPANY 0.5%

Value $734K Shares 20,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
W	WAYFAIR INC	222,500	$70.25M	45.4%	—	—	CL A	94419L101
CACC	CREDIT ACCEP CORP MICH	87,848	$39.89M	25.8%	—	—	COM	225310101
WRLD	WORLD ACCEP CORP DEL	70,650	$11.32M	7.3%	—	—	COM	981419104
CMPR	CIMPRESS PLC	99,650	$10.8M	7.0%	—	—	SHS EURO	G2143T103
CPRT	COPART INC	77,300	$10.19M	6.6%	—	—	COM	217204106
YELP	YELP INC	178,380	$7.128M	4.6%	—	—	CL A	985817105
—	VAPOTHERM INC	184,950	$4.372M	2.8%	—	—	COM	922107107
GIC	GLOBAL INDUSTRIAL COMPANY	20,000	$734K	0.5%	—	—	COM	37892E102