SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value: $86.49M (100.0% shares, 0.0% debt)

Holdings (6)

CACC CREDIT ACCEP CORP MICH 56.7%

Value $49.07M Shares 96,613 Est. Cost — Unrealized —

W WAYFAIR INC 17.9%

Value $15.44M Shares 237,500 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 12.0%

Value $10.41M Shares 77,650 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 8.9%

Value $7.712M Shares 129,650 Est. Cost — Unrealized —

YELP YELP INC 4.4%

Value $3.797M Shares 104,280 Est. Cost — Unrealized —

— VAPOTHERM INC 0.1%

Value $60,965 Shares 137,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	96,613	$49.07M	56.7%	—	—	COM	225310101
W	WAYFAIR INC	237,500	$15.44M	17.9%	—	—	CL A	94419L101
WRLD	WORLD ACCEP CORP DEL	77,650	$10.41M	12.0%	—	—	COM	981419104
CMPR	CIMPRESS PLC	129,650	$7.712M	8.9%	—	—	SHS EURO	G2143T103
YELP	YELP INC	104,280	$3.797M	4.4%	—	—	CL A	985817105
—	VAPOTHERM INC	137,000	$60,965	0.1%	—	—	COM	922107107