Smith Thomas W as of June 30, 2020
Portfolio Holdings for Smith Thomas W
Smith Thomas W holds 8 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wayfair Cl A (W) | 38.9 | $54M | 273k | 197.61 | |
| Credit Acceptance (CACC) | 30.3 | $42M | 100k | 419.01 | |
| Copart (CPRT) | 13.3 | $18M | 221k | 83.27 | |
| Cimpress Shs Euro (CMPR) | 8.6 | $12M | 157k | 76.34 | |
| World Acceptance (WRLD) | 4.4 | $6.0M | 92k | 65.52 | |
| Ye Cl A (YELP) | 3.9 | $5.4M | 235k | 23.13 | |
| Systemax | 0.4 | $596k | 29k | 20.55 | |
| Alliance Data Systems Corporation (BFH) | 0.1 | $203k | 4.5k | 45.11 |
