$75.1 Million is the total value of SMITH THOMAS W's 9 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 10.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CACC | CREDIT ACCEP CORP MICH | $25,581,000 | -42.2% | 100,048 | 0.0% | 34.07% | -2.9% | |
CPRT | Buy | COPART INC | $16,835,000 | +27.1% | 245,700 | +68.6% | 22.42% | +113.4% |
W | WAYFAIR INCcl a | $12,366,000 | -40.9% | 231,400 | 0.0% | 16.47% | -0.7% | |
CMPR | CIMPRESS PLC | $8,334,000 | -57.7% | 156,650 | 0.0% | 11.10% | -28.9% | |
WRLD | WORLD ACCEP CORP DEL | $5,032,000 | -36.8% | 92,150 | 0.0% | 6.70% | +6.2% | |
YELP | YELP INCcl a | $4,229,000 | -48.2% | 234,580 | 0.0% | 5.63% | -13.0% | |
TSCO | TRACTOR SUPPLY CO | $1,437,000 | -9.5% | 17,000 | 0.0% | 1.91% | +52.0% | |
SYX | SYSTEMAX INC | $1,028,000 | -29.5% | 58,000 | 0.0% | 1.37% | +18.3% | |
ADS | ALLIANCE DATA SYSTEMS CORP | $232,000 | -70.0% | 6,900 | 0.0% | 0.31% | -49.7% | |
NUS | Exit | NU SKIN ENTERPRISES INCcl a | $0 | – | -196,500 | -100.0% | -6.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.