$148 Million is the total value of SMITH THOMAS W's 8 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| W | WAYFAIR INCcl a | $61,533,000 | -22.4% | 272,500 | 0.0% | 41.63% | -15.6% | |
| CACC | CREDIT ACCEP CORP MICH | $34,631,000 | +2.2% | 100,048 | 0.0% | 23.43% | +11.2% | |
| CPRT | Sell | COPART INC | $15,054,000 | -3.5% | 118,300 | -20.2% | 10.18% | +5.0% |
| CMPR | Sell | CIMPRESS PLC | $13,437,000 | +14.1% | 153,150 | -2.2% | 9.09% | +24.1% |
| WRLD | WORLD ACCEP CORP DEL | $9,420,000 | -3.1% | 92,150 | 0.0% | 6.37% | +5.4% | |
| YELP | Buy | YELP INCcl a | $7,788,000 | +68.3% | 238,380 | +3.5% | 5.27% | +83.1% |
| VAPO | Buy | VAPOTHERM INC | $5,236,000 | -3.4% | 194,950 | +4.3% | 3.54% | +5.0% |
| SYX | SYSTEMAX INC | $718,000 | +49.9% | 20,000 | 0.0% | 0.49% | +63.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.