SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value: $67.26M (100.0% shares, 0.0% debt)

Holdings (6)

CACC CREDIT ACCEP CORP MICH 62.6%

Value $42.13M Shares 96,613 Est. Cost — Unrealized —

W WAYFAIR INC 12.1%

Value $8.156M Shares 237,500 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 9.6%

Value $6.467M Shares 77,650 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 8.4%

Value $5.681M Shares 129,650 Est. Cost — Unrealized —

YELP YELP INC 7.0%

Value $4.739M Shares 154,380 Est. Cost — Unrealized —

— VAPOTHERM INC 0.1%

Value $90,456 Shares 137,450 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	96,613	$42.13M	62.6%	—	—	COM	225310101
W	WAYFAIR INC	237,500	$8.156M	12.1%	—	—	CL A	94419L101
WRLD	WORLD ACCEP CORP DEL	77,650	$6.467M	9.6%	—	—	COM	981419104
CMPR	CIMPRESS PLC	129,650	$5.681M	8.4%	—	—	SHS EURO	G2143T103
YELP	YELP INC	154,380	$4.739M	7.0%	—	—	CL A	985817105
—	VAPOTHERM INC	137,450	$90,456	0.1%	—	—	COM	922107107