SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value: $77.61M (100.0% shares, 0.0% debt)

Holdings (8)

CACC CREDIT ACCEP CORP MICH 60.8%

Value $47.22M Shares 99,738 Est. Cost — Unrealized —

W WAYFAIR INC 12.5%

Value $9.692M Shares 222,500 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 10.2%

Value $7.93M Shares 70,650 Est. Cost — Unrealized —

YELP YELP INC 6.4%

Value $4.954M Shares 178,380 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 5.0%

Value $3.876M Shares 99,650 Est. Cost — Unrealized —

CPRT COPART INC 3.6%

Value $2.803M Shares 25,800 Est. Cost — Unrealized —

GIC GLOBAL INDUSTRIAL COMPANY 0.9%

Value $675K Shares 20,000 Est. Cost — Unrealized —

— VAPOTHERM INC 0.6%

Value $468K Shares 184,950 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	99,738	$47.22M	60.8%	—	—	COM	225310101
W	WAYFAIR INC	222,500	$9.692M	12.5%	—	—	CL A	94419L101
WRLD	WORLD ACCEP CORP DEL	70,650	$7.93M	10.2%	—	—	COM	981419104
YELP	YELP INC	178,380	$4.954M	6.4%	—	—	CL A	985817105
CMPR	CIMPRESS PLC	99,650	$3.876M	5.0%	—	—	SHS EURO	G2143T103
CPRT	COPART INC	25,800	$2.803M	3.6%	—	—	COM	217204106
GIC	GLOBAL INDUSTRIAL COMPANY	20,000	$675K	0.9%	—	—	COM	37892E102
—	VAPOTHERM INC	184,950	$468K	0.6%	—	—	COM	922107107