SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value: $105M (100.0% shares, 0.0% debt)

Holdings (10)

CACC CREDIT ACCEP CORP MICH 29.7%

Value $31.01M Shares 110,678 Est. Cost — Unrealized —

— CIMPRESS N V 15.2%

Value $15.88M Shares 162,650 Est. Cost — Unrealized —

W WAYFAIR INC 14.5%

Value $15.16M Shares 224,900 Est. Cost — Unrealized —

NUS NU SKIN ENTERPRISES INC 12.9%

Value $13.49M Shares 219,350 Est. Cost — Unrealized —

YELP YELP INC 10.0%

Value $10.46M Shares 241,480 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 7.4%

Value $7.788M Shares 93,950 Est. Cost — Unrealized —

CPRT COPART INC 3.4%

Value $3.553M Shares 103,376 Est. Cost — Unrealized —

BFH ALLIANCE DATA SYSTEMS CORP 2.9%

Value $3.08M Shares 13,900 Est. Cost — Unrealized —

TSCO TRACTOR SUPPLY CO 2.0%

Value $2.135M Shares 33,732 Est. Cost — Unrealized —

— SYSTEMAX INC 1.9%

Value $2.022M Shares 76,500 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	110,678	$31.01M	29.7%	—	—	COM	225310101
—	CIMPRESS N V	162,650	$15.88M	15.2%	—	—	SHS EURO	N20146101
W	WAYFAIR INC	224,900	$15.16M	14.5%	—	—	CL A	94419L101
NUS	NU SKIN ENTERPRISES INC	219,350	$13.49M	12.9%	—	—	CL A	67018T105
YELP	YELP INC	241,480	$10.46M	10.0%	—	—	CL A	985817105
WRLD	WORLD ACCEP CORP DEL	93,950	$7.788M	7.4%	—	—	COM	981419104
CPRT	COPART INC	103,376	$3.553M	3.4%	—	—	COM	217204106
BFH	ALLIANCE DATA SYSTEMS CORP	13,900	$3.08M	2.9%	—	—	COM	018581108
TSCO	TRACTOR SUPPLY CO	33,732	$2.135M	2.0%	—	—	COM	892356106
—	SYSTEMAX INC	76,500	$2.022M	1.9%	—	—	COM	871851101