SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value: $150M (100.0% shares, 0.0% debt)

Holdings (8)

CACC CREDIT ACCEP CORP MICH 45.6%

Value $68.59M Shares 99,738 Est. Cost — Unrealized —

W WAYFAIR INC 28.1%

Value $42.27M Shares 222,500 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 11.5%

Value $17.34M Shares 70,650 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 4.7%

Value $7.136M Shares 99,650 Est. Cost — Unrealized —

YELP YELP INC 4.3%

Value $6.464M Shares 178,380 Est. Cost — Unrealized —

CPRT COPART INC 2.6%

Value $3.912M Shares 25,800 Est. Cost — Unrealized —

— VAPOTHERM INC 2.5%

Value $3.83M Shares 184,950 Est. Cost — Unrealized —

GIC GLOBAL INDUSTRIAL COMPANY 0.5%

Value $818K Shares 20,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	99,738	$68.59M	45.6%	—	—	COM	225310101
W	WAYFAIR INC	222,500	$42.27M	28.1%	—	—	CL A	94419L101
WRLD	WORLD ACCEP CORP DEL	70,650	$17.34M	11.5%	—	—	COM	981419104
CMPR	CIMPRESS PLC	99,650	$7.136M	4.7%	—	—	SHS EURO	G2143T103
YELP	YELP INC	178,380	$6.464M	4.3%	—	—	CL A	985817105
CPRT	COPART INC	25,800	$3.912M	2.6%	—	—	COM	217204106
—	VAPOTHERM INC	184,950	$3.83M	2.5%	—	—	COM	922107107
GIC	GLOBAL INDUSTRIAL COMPANY	20,000	$818K	0.5%	—	—	COM	37892E102