$119 Million is the total value of SMITH THOMAS W's 10 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CACC | CREDIT ACCEP CORP MICH | $35,802,000 | +15.5% | 110,678 | 0.0% | 30.06% | +1.4% | |
| CMPR | CIMPRESS N V | $19,498,000 | +22.8% | 162,650 | 0.0% | 16.37% | +7.8% | |
| W | WAYFAIR INCcl a | $18,053,000 | +19.1% | 224,900 | 0.0% | 15.16% | +4.6% | |
| NUS | NU SKIN ENTERPRISES INCcl a | $14,966,000 | +11.0% | 219,350 | 0.0% | 12.57% | -2.6% | |
| YELP | YELP INCcl a | $10,133,000 | -3.1% | 241,480 | 0.0% | 8.51% | -14.9% | |
| WRLD | WORLD ACCEP CORP DEL | $7,584,000 | -2.6% | 93,950 | 0.0% | 6.37% | -14.5% | |
| CPRT | COPART INC | $4,465,000 | +25.7% | 103,376 | 0.0% | 3.75% | +10.3% | |
| ADS | ALLIANCE DATA SYSTEMS CORP | $3,523,000 | +14.4% | 13,900 | 0.0% | 2.96% | +0.4% | |
| SYX | SYSTEMAX INC | $2,545,000 | +25.9% | 76,500 | 0.0% | 2.14% | +10.5% | |
| TSCO | TRACTOR SUPPLY CO | $2,521,000 | +18.1% | 33,732 | 0.0% | 2.12% | +3.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CREDIT ACCEPTANCE CORP. | 42 | Q3 2023 | 68.6% |
| WORLD ACCEPTANCE CORP. | 42 | Q3 2023 | 12.1% |
| COPART, INC. | 37 | Q2 2022 | 22.4% |
| SYSTEMAX INC. | 32 | Q1 2021 | 2.1% |
| WAYFAIR INC. | 29 | Q3 2023 | 49.3% |
| ALLIANCE DATA SYSTEMS CORP. | 29 | Q2 2020 | 14.0% |
| YELP INC | 28 | Q3 2023 | 10.0% |
| TRACTOR SUPPLY CO. | 28 | Q1 2020 | 5.8% |
| NUSKIN ENTERPRISES, INC. | 27 | Q4 2019 | 15.0% |
| CIMPRESS N.V. | 20 | Q3 2019 | 23.8% |
View SMITH THOMAS W's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CREDIT ACCEPTANCE CORP | June 04, 2012 | 3,802,045 | 14.9% |
| NEUSTAR INC | January 05, 2012 | 3,056,575 | 4.2% |
| SYSTEMAX INC | January 05, 2012 | 2,197,851 | 6.0% |
| VISTAPRINT N.V. | January 05, 2012 | 3,618,179 | 9.4% |
| WORLD ACCEPTANCE CORP | January 05, 2012 | 2,128,726 | 14.5% |
| PRE PAID LEGAL SERVICES INC | March 01, 2011 | 2,450,315 | 25.1% |
| MOBILE MINI INC | November 10, 2010 | 1,203,917 | 3.3% |
| COPART INC | February 16, 2010 | 3,249,162 | 3.9% |
| SEI INVESTMENTS CO | February 16, 2010 | 2,946,356 | 1.5% |
| Market Leader, Inc. | February 17, 2009 | 973,961 | 4.0% |
View SMITH THOMAS W's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-14 |
| 4 | 2023-09-08 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 4 | 2023-03-07 |
| 5 | 2023-02-14 |
| 5 | 2023-02-14 |
| 5 | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 4 | 2022-12-22 |
View SMITH THOMAS W's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.