Smith Thomas W as of Sept. 30, 2019
Portfolio Holdings for Smith Thomas W
Smith Thomas W holds 10 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 33.8 | $46M | 100k | 461.31 | |
| Wayfair (W) | 18.9 | $26M | 231k | 112.12 | |
| Cimpress N V Shs Euro | 15.1 | $21M | 157k | 131.84 | |
| World Acceptance (WRLD) | 8.6 | $12M | 92k | 127.51 | |
| Copart (CPRT) | 8.6 | $12M | 146k | 80.33 | |
| Nu Skin Enterprises (NUS) | 6.1 | $8.4M | 197k | 42.53 | |
| Yelp Inc cl a (YELP) | 6.0 | $8.2M | 235k | 34.75 | |
| Systemax | 1.2 | $1.7M | 75k | 22.01 | |
| Tractor Supply Company (TSCO) | 1.1 | $1.5M | 17k | 90.41 | |
| Alliance Data Systems Corporation (BFH) | 0.7 | $884k | 6.9k | 128.12 |
