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Smith Thomas W

Q1 2020 Holdings

Filed 2020-05-15 | 9 holdings | $25.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Credit Accep Corp Mich(CACC)COM225310101$25.6M100,04899.8%
Copart Inc(CPRT)COM217204106$16.8K245,7000.1%
Wayfair Inc(W)CL A94419L101$12.4K231,4000.0%
Cimpress PLC(CMPR)SHS EUROG2143T103$8.3K156,6500.0%
World Accep Corp del(WRLD)COM981419104$5.0K92,1500.0%
Yelp Inc(YELP)CL A985817105$4.2K234,5800.0%
Tractor Supply Co(TSCO)COM892356106$1.4K17,0000.0%
Systemax IncCOM871851101$1.0K58,0000.0%
Alliance Data Systems Corp(BFH)COM018581108$2326,9000.0%