Smith Thomas W as of Dec. 31, 2019
Portfolio Holdings for Smith Thomas W
Smith Thomas W holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Credit Acceptance (CACC) | 35.1 | $44M | 100k | 442.33 | |
Wayfair (W) | 16.6 | $21M | 231k | 90.37 | |
Cimpress Plc Com Eur0.01 (CMPR) | 15.6 | $20M | 157k | 125.77 | |
Copart (CPRT) | 10.5 | $13M | 146k | 90.94 | |
Yelp Inc cl a (YELP) | 6.5 | $8.2M | 235k | 34.83 | |
Nu Skin Enterprises (NUS) | 6.4 | $8.1M | 197k | 40.98 | |
World Acceptance (WRLD) | 6.3 | $8.0M | 92k | 86.40 | |
Tractor Supply Company (TSCO) | 1.3 | $1.6M | 17k | 93.41 | |
Systemax | 1.2 | $1.5M | 58k | 25.16 | |
Alliance Data Systems Corporation (BFH) | 0.6 | $774k | 6.9k | 112.17 |