Q1 2023 · 13F-HR
SMITH THOMAS Wholdings as filed
Filed 2023-05-15 · accession 0001104659-23-060729
$67.3M
Reported value
6
Positions
2023-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $42.1M | 62.6% | 96,613 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $8.2M | 12.1% | 237,500 | Common | SOLE |
| 981419104 | WRLD | WORLD ACCEP CORP DEL | $6.5M | 9.62% | 77,650 | Common | SOLE |
| G2143T103 | CMPR | CIMPRESS PLC | $5.7M | 8.45% | 129,650 | Common | SOLE |
| 985817105 | YELP | YELP INC | $4.7M | 7.05% | 154,380 | Common | SOLE |
| 922107107 | — | VAPOTHERM INC | $90,456 | 0.13% | 137,450 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.