SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value: $157M (100.0% shares, 0.0% debt)

Holdings (10)

CACC CREDIT ACCEP CORP MICH 29.6%

Value $46.29M Shares 105,678 Est. Cost — Unrealized —

W WAYFAIR INC 21.2%

Value $33.21M Shares 224,900 Est. Cost — Unrealized —

— CIMPRESS N V 14.0%

Value $21.88M Shares 160,150 Est. Cost — Unrealized —

NUS NU SKIN ENTERPRISES INC 10.5%

Value $16.43M Shares 199,350 Est. Cost — Unrealized —

YELP YELP INC 7.6%

Value $11.88M Shares 241,480 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 6.9%

Value $10.74M Shares 93,950 Est. Cost — Unrealized —

CPRT COPART INC 5.7%

Value $8.934M Shares 173,376 Est. Cost — Unrealized —

BFH ALLIANCE DATA SYSTEMS CORP 1.6%

Value $2.562M Shares 10,850 Est. Cost — Unrealized —

— SYSTEMAX INC 1.6%

Value $2.52M Shares 76,500 Est. Cost — Unrealized —

TSCO TRACTOR SUPPLY CO 1.4%

Value $2.175M Shares 23,932 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	105,678	$46.29M	29.6%	—	—	COM	225310101
W	WAYFAIR INC	224,900	$33.21M	21.2%	—	—	CL A	94419L101
—	CIMPRESS N V	160,150	$21.88M	14.0%	—	—	SHS EURO	N20146101
NUS	NU SKIN ENTERPRISES INC	199,350	$16.43M	10.5%	—	—	CL A	67018T105
YELP	YELP INC	241,480	$11.88M	7.6%	—	—	CL A	985817105
WRLD	WORLD ACCEP CORP DEL	93,950	$10.74M	6.9%	—	—	COM	981419104
CPRT	COPART INC	173,376	$8.934M	5.7%	—	—	COM	217204106
BFH	ALLIANCE DATA SYSTEMS CORP	10,850	$2.562M	1.6%	—	—	COM	018581108
—	SYSTEMAX INC	76,500	$2.52M	1.6%	—	—	COM	871851101
TSCO	TRACTOR SUPPLY CO	23,932	$2.175M	1.4%	—	—	COM	892356106