SMITH THOMAS W Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0000926688 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value: $119M (100.0% shares, 0.0% debt)

Holdings (10)

CACC CREDIT ACCEP CORP MICH 33.5%

Value $39.84M Shares 104,348 Est. Cost — Unrealized —

W WAYFAIR INC 17.5%

Value $20.84M Shares 231,400 Est. Cost — Unrealized —

— CIMPRESS N V 13.6%

Value $16.2M Shares 156,650 Est. Cost — Unrealized —

NUS NU SKIN ENTERPRISES INC 10.1%

Value $12.05M Shares 196,500 Est. Cost — Unrealized —

WRLD WORLD ACCEP CORP DEL 7.9%

Value $9.423M Shares 92,150 Est. Cost — Unrealized —

YELP YELP INC 6.9%

Value $8.208M Shares 234,580 Est. Cost — Unrealized —

CPRT COPART INC 6.6%

Value $7.802M Shares 163,300 Est. Cost — Unrealized —

— SYSTEMAX INC 1.5%

Value $1.792M Shares 75,000 Est. Cost — Unrealized —

TSCO TRACTOR SUPPLY CO 1.2%

Value $1.418M Shares 17,000 Est. Cost — Unrealized —

BFH ALLIANCE DATA SYSTEMS CORP 1.1%

Value $1.276M Shares 8,500 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	104,348	$39.84M	33.5%	—	—	COM	225310101
W	WAYFAIR INC	231,400	$20.84M	17.5%	—	—	CL A	94419L101
—	CIMPRESS N V	156,650	$16.2M	13.6%	—	—	SHS EURO	N20146101
NUS	NU SKIN ENTERPRISES INC	196,500	$12.05M	10.1%	—	—	CL A	67018T105
WRLD	WORLD ACCEP CORP DEL	92,150	$9.423M	7.9%	—	—	COM	981419104
YELP	YELP INC	234,580	$8.208M	6.9%	—	—	CL A	985817105
CPRT	COPART INC	163,300	$7.802M	6.6%	—	—	COM	217204106
—	SYSTEMAX INC	75,000	$1.792M	1.5%	—	—	COM	871851101
TSCO	TRACTOR SUPPLY CO	17,000	$1.418M	1.2%	—	—	COM	892356106
BFH	ALLIANCE DATA SYSTEMS CORP	8,500	$1.276M	1.1%	—	—	COM	018581108