SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value: $112M (100.0% shares, 0.0% debt)

Holdings (8)

CACC CREDIT ACCEP CORP MICH 49.0%

Value $54.89M Shares 99,738 Est. Cost — Unrealized —

W WAYFAIR INC 22.0%

Value $24.65M Shares 222,500 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 12.1%

Value $13.55M Shares 70,650 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 5.7%

Value $6.337M Shares 99,650 Est. Cost — Unrealized —

YELP YELP INC 5.4%

Value $6.085M Shares 178,380 Est. Cost — Unrealized —

CPRT COPART INC 2.9%

Value $3.237M Shares 25,800 Est. Cost — Unrealized —

— VAPOTHERM INC 2.3%

Value $2.571M Shares 184,950 Est. Cost — Unrealized —

GIC GLOBAL INDUSTRIAL COMPANY 0.6%

Value $645K Shares 20,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	99,738	$54.89M	49.0%	—	—	COM	225310101
W	WAYFAIR INC	222,500	$24.65M	22.0%	—	—	CL A	94419L101
WRLD	WORLD ACCEP CORP DEL	70,650	$13.55M	12.1%	—	—	COM	981419104
CMPR	CIMPRESS PLC	99,650	$6.337M	5.7%	—	—	SHS EURO	G2143T103
YELP	YELP INC	178,380	$6.085M	5.4%	—	—	CL A	985817105
CPRT	COPART INC	25,800	$3.237M	2.9%	—	—	COM	217204106
—	VAPOTHERM INC	184,950	$2.571M	2.3%	—	—	COM	922107107
GIC	GLOBAL INDUSTRIAL COMPANY	20,000	$645K	0.6%	—	—	COM	37892E102