SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value: $81.98M (100.0% shares, 0.0% debt)

Holdings (6)

CACC CREDIT ACCEP CORP MICH 54.0%

Value $44.27M Shares 96,213 Est. Cost — Unrealized —

W WAYFAIR INC 17.5%

Value $14.39M Shares 237,500 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 12.0%

Value $9.866M Shares 77,650 Est. Cost — Unrealized —

CMPR CIMPRESS PLC 11.1%

Value $9.077M Shares 129,650 Est. Cost — Unrealized —

YELP YELP INC 5.3%

Value $4.337M Shares 104,280 Est. Cost — Unrealized —

— VAPOTHERM INC 0.1%

Value $43,326 Shares 17,125 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	96,213	$44.27M	54.0%	—	—	COM	225310101
W	WAYFAIR INC	237,500	$14.39M	17.5%	—	—	CL A	94419L101
WRLD	WORLD ACCEP CORP DEL	77,650	$9.866M	12.0%	—	—	COM	981419104
CMPR	CIMPRESS PLC	129,650	$9.077M	11.1%	—	—	SHS EURO	G2143T103
YELP	YELP INC	104,280	$4.337M	5.3%	—	—	CL A	985817105
—	VAPOTHERM INC	17,125	$43,326	0.1%	—	—	COM	922107107