SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value: $54.54M (100.0% shares, 0.0% debt)

Holdings (6)

CACC CREDIT ACCEP CORP MICH 68.0%

Value $37.12M Shares 84,738 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 10.8%

Value $5.872M Shares 60,650 Est. Cost — Unrealized —

W WAYFAIR INC 10.3%

Value $5.615M Shares 172,500 Est. Cost — Unrealized —

YELP YELP INC 7.4%

Value $4.014M Shares 118,380 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 3.1%

Value $1.705M Shares 69,650 Est. Cost — Unrealized —

— VAPOTHERM INC 0.4%

Value $220K Shares 139,950 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	84,738	$37.12M	68.0%	—	—	COM	225310101
WRLD	WORLD ACCEP CORP DEL	60,650	$5.872M	10.8%	—	—	COM	981419104
W	WAYFAIR INC	172,500	$5.615M	10.3%	—	—	CL A	94419L101
YELP	YELP INC	118,380	$4.014M	7.4%	—	—	CL A	985817105
CMPR	CIMPRESS PLC	69,650	$1.705M	3.1%	—	—	SHS EURO	G2143T103
—	VAPOTHERM INC	139,950	$220K	0.4%	—	—	COM	922107107