SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value: $67.18M (100.0% shares, 0.0% debt)

Holdings (6)

CACC CREDIT ACCEP CORP MICH 68.6%

Value $46.07M Shares 97,113 Est. Cost — Unrealized —

W WAYFAIR INC 11.6%

Value $7.811M Shares 237,500 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 7.6%

Value $5.12M Shares 77,650 Est. Cost — Unrealized —

YELP YELP INC 6.3%

Value $4.221M Shares 154,380 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 5.3%

Value $3.58M Shares 129,650 Est. Cost — Unrealized —

— VAPOTHERM INC 0.6%

Value $378K Shares 139,950 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	97,113	$46.07M	68.6%	—	—	COM	225310101
W	WAYFAIR INC	237,500	$7.811M	11.6%	—	—	CL A	94419L101
WRLD	WORLD ACCEP CORP DEL	77,650	$5.12M	7.6%	—	—	COM	981419104
YELP	YELP INC	154,380	$4.221M	6.3%	—	—	CL A	985817105
CMPR	CIMPRESS PLC	129,650	$3.58M	5.3%	—	—	SHS EURO	G2143T103
—	VAPOTHERM INC	139,950	$378K	0.6%	—	—	COM	922107107