Smith Thomas W as of Sept. 30, 2014
Portfolio Holdings for Smith Thomas W
Smith Thomas W holds 14 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Green Mtn | 24.0 | $29M | 226k | 130.13 | |
| Credit Acceptance (CACC) | 19.5 | $24M | 189k | 126.07 | |
| Vistaprint N V | 13.5 | $17M | 301k | 54.79 | |
| Alliance Data Systems Corporation (BFH) | 9.6 | $12M | 47k | 248.28 | |
| World Acceptance (WRLD) | 8.1 | $9.9M | 147k | 67.50 | |
| Neustar | 6.3 | $7.8M | 312k | 24.83 | |
| Nu Skin Enterprises (NUS) | 4.6 | $5.7M | 126k | 45.03 | |
| Tractor Supply Company (TSCO) | 4.1 | $5.0M | 82k | 61.51 | |
| Lifelock | 3.2 | $3.9M | 272k | 14.29 | |
| Copart (CPRT) | 3.0 | $3.7M | 117k | 31.32 | |
| Fleetmatics | 1.8 | $2.2M | 71k | 30.50 | |
| Systemax | 1.7 | $2.1M | 169k | 12.47 | |
| Support | 0.4 | $540k | 250k | 2.16 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.2 | $274k | 5.0k | 54.80 |
