$126 Million is the total value of SMITH THOMAS W's 10 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CACC | Sell | CREDIT ACCEP CORP MICH | $44,254,000 | -4.4% | 100,048 | -0.3% | 35.09% | +3.8% |
| W | WAYFAIR INCcl a | $20,912,000 | -19.4% | 231,400 | 0.0% | 16.58% | -12.5% | |
| CMPR | New | CIMPRESS PLC | $19,702,000 | – | 156,650 | +100.0% | 15.62% | – |
| CPRT | Sell | COPART INC | $13,250,000 | +13.1% | 145,700 | -0.1% | 10.51% | +22.8% |
| YELP | YELP INCcl a | $8,170,000 | +0.2% | 234,580 | 0.0% | 6.48% | +8.8% | |
| NUS | NU SKIN ENTERPRISES INCcl a | $8,053,000 | -3.6% | 196,500 | 0.0% | 6.38% | +4.6% | |
| WRLD | WORLD ACCEP CORP DEL | $7,962,000 | -32.2% | 92,150 | 0.0% | 6.31% | -26.4% | |
| TSCO | TRACTOR SUPPLY CO | $1,588,000 | +3.3% | 17,000 | 0.0% | 1.26% | +12.2% | |
| SYX | Sell | SYSTEMAX INC | $1,459,000 | -11.6% | 58,000 | -22.7% | 1.16% | -4.1% |
| ADS | ALLIANCE DATA SYSTEMS CORP | $774,000 | -12.4% | 6,900 | 0.0% | 0.61% | -5.0% | |
| CMPR | Exit | CIMPRESS N V | $0 | – | -156,650 | -100.0% | -15.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.