$144 Million is the total value of SMITH THOMAS W's 8 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| W | Sell | WAYFAIR INCcl a | $70,032,000 | +13.8% | 222,500 | -18.3% | 48.73% | +17.1% |
| CACC | Sell | CREDIT ACCEP CORP MICH | $31,645,000 | -8.6% | 87,848 | -12.2% | 22.02% | -6.0% |
| CPRT | Sell | COPART INC | $10,676,000 | -29.1% | 98,300 | -16.9% | 7.43% | -27.1% |
| CMPR | Sell | CIMPRESS PLC | $9,978,000 | -25.7% | 99,650 | -34.9% | 6.94% | -23.6% |
| WRLD | Sell | WORLD ACCEP CORP DEL | $9,168,000 | -2.7% | 70,650 | -23.3% | 6.38% | +0.1% |
| YELP | Sell | YELP INCcl a | $6,957,000 | -10.7% | 178,380 | -25.2% | 4.84% | -8.1% |
| VAPO | Sell | VAPOTHERM INC | $4,442,000 | -15.2% | 184,950 | -5.1% | 3.09% | -12.7% |
| SYX | SYSTEMAX INC | $822,000 | +14.5% | 20,000 | 0.0% | 0.57% | +17.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
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.