Q2 2023 · 13F-HR
SMITH THOMAS Wholdings as filed
Filed 2023-08-14 · accession 0001104659-23-091342
$86.5M
Reported value
6
Positions
2023-06-30
Period end
The Brief · SMITH THOMAS W · Q2 2023
AI · grounded in 13F
SMITH THOMAS W established a new position in CACC valued at $49.1M. The fund also initiated stakes in W for $15.4M and WRLD for $10.4M. Other new additions include CMPR, YELP, and VAPOTHERM INC.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $49.1M | 56.7% | 96,613 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $15.4M | 17.9% | 237,500 | Common | SOLE |
| 981419104 | WRLD | WORLD ACCEP CORP DEL | $10.4M | 12.0% | 77,650 | Common | SOLE |
| G2143T103 | CMPR | CIMPRESS PLC | $7.7M | 8.92% | 129,650 | Common | SOLE |
| 985817105 | YELP | YELP INC | $3.8M | 4.39% | 104,280 | Common | SOLE |
| 922107107 | — | VAPOTHERM INC | $60,965 | 0.07% | 137,000 | 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.