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Smith Thomas W

Q2 2018 Holdings

Filed 2018-08-14 | 10 holdings | $39.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Credit Accep Corp Mich(CACC)COM225310101$39.1M110,67899.7%
Wayfair Inc(W)CL A94419L101$26.7K224,9000.1%
Cimpress N V(CMPR)SHS EURON20146101$23.6K162,6500.1%
Copart Inc(CPRT)COM217204106$17.2K303,3760.0%
NU Skin Enterprises Inc(NUS)CL A67018T105$17.2K219,3500.0%
World Accep Corp del(WRLD)COM981419104$10.4K93,9500.0%
Yelp Inc(YELP)CL A985817105$9.5K241,4800.0%
Alliance Data Systems Corp(BFH)COM018581108$3.2K13,9000.0%
Systemax IncCOM871851101$2.6K76,5000.0%
Tractor Supply Co(TSCO)COM892356106$2.6K33,7320.0%