Smith Thomas W — Q4 2013 13F Holdings

Name: Smith Thomas W — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0000926688

Total reported value

$101.2M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CACC	Credit Acceptance CORP	Stock-Other	18.07%	+0.80%	—
2	KDP	Keurig Dr Pepper Inc.	Stock-Consumer Staples	13.88%	—	+24.65%
3	✓	Vistaprint NV Cimpress	Stock-Other	12.59%	—	-3.12%
4	✓	Neustar INC	Stock-Other	11.45%	—	-0.64%
5	BFH	Bread Financial Holdings INC	Stock-Financials	9.52%	—	-6.46%
6	WRLD	World Acceptance CORP	Stock-Other	9.46%	+0.29%	—
7	NUS	Nu Skin Enterprises INC - A	Stock-Other	8.50%	—	+67.49%
8	TSCO	Tractor Supply Company	Stock-Consumer Disc	5.84%	—	-0.49%
9	CPRT	Copart INC	Stock-Industrials	4.68%	—	-21.31%
10	LTH	Life Time Group Holdings, Inc.	Stock-Other	2.65%	—	-26.40%
11	SYXUSD	Systemax INC	Stock-Other	1.39%	—	—
12	✓	Support Com INC	Stock-Other	0.70%	—	—
13	✓	Lifelock INC Com	Stock-Other	0.60%	—	—
14	SHLDEUR	Sears Holdings CORP	Stock-Other	0.48%	—	—
15	GIL	Gildan Activewear INC	Stock-Consumer Disc	0.20%	—	—

Position changes disclosed by Smith Thomas W for the quarter ending Q4 2013, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NUS	Nu Skin Enterprises INC - A	+4.6%	+67.49%	Add
2	KDP	Keurig Dr Pepper Inc.	+1.5%	+24.65%	Add
3	CACC	Credit Acceptance CORP	+0.9%	—	Unchanged
4	BFH	Bread Financial Holdings INC	+0.4%	-6.46%	Trim
5	TSCO	Tractor Supply Company	+0.2%	-0.49%	Trim
6	SYXUSD	Systemax INC	+0.1%	—	Unchanged
7	GIL	Gildan Activewear INC	0%	—	Unchanged
8	✓	Lifelock INC Com	0%	—	Unchanged
9	SHLDEUR	Sears Holdings CORP	-0.2%	—	Unchanged
10	✓	Support Com INC	-0.4%	—	Unchanged
11	CPRT	Copart INC	-1.1%	-21.31%	Trim
12	✓	Neustar INC	-1.3%	-0.64%	Trim
13	WRLD	World Acceptance CORP	-1.4%	—	Unchanged
14	LTH	Life Time Group Holdings, Inc.	-1.7%	-26.40%	Trim
15	✓	Vistaprint NV Cimpress	-1.8%	-3.12%	Trim