SMITH THOMAS W recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 6 stocks valued at a total of $55.00Mil. The top holdings were CACC(68.05%), WRLD(10.77%), and W(10.30%).
According to GuruFocus data, these were SMITH THOMAS W’s top five trades of the quarter.
Credit Acceptance Corp
SMITH THOMAS W reduced their investment in NAS:CACC by 15,000 shares. The trade had a 9.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $527.64.
On 11/15/2022, Credit Acceptance Corp traded for a price of $495.75 per share and a market cap of $6.41Bil. The stock has returned -26.30% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Credit Acceptance Corp has a price-earnings ratio of 11.27, a price-book ratio of 4.03, a price-earnings-to-growth (PEG) ratio of 0.63, a EV-to-Ebitda ratio of 12.98 and a price-sales ratio of 3.77.
The price-to-GF Value ratio is 0.81, earning the stock a GF Value rank of 7.
Copart Inc
The guru sold out of their 25,800-share investment in NAS:CPRT. Previously, the stock had a 3.61% weight in the equity portfolio. Shares traded for an average price of $59.54 during the quarter.
On 11/15/2022, Copart Inc traded for a price of $62.06 per share and a market cap of $29.55Bil. The stock has returned -20.71% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Copart Inc has a price-earnings ratio of 27.40, a price-book ratio of 6.38, a price-earnings-to-growth (PEG) ratio of 1.18, a EV-to-Ebitda ratio of 18.59 and a price-sales ratio of 8.54.
The price-to-GF Value ratio is 0.78, earning the stock a GF Value rank of 9.
Wayfair Inc
SMITH THOMAS W reduced their investment in NYSE:W by 50,000 shares. The trade had a 2.81% impact on the equity portfolio. During the quarter, the stock traded for an average price of $52.85.
On 11/15/2022, Wayfair Inc traded for a price of $42.16 per share and a market cap of $4.52Bil. The stock has returned -83.37% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Wayfair Inc has a EV-to-Ebitda ratio of -8.80 and a price-sales ratio of 0.36.
The price-to-GF Value ratio is 0.21, earning the stock a GF Value rank of 2.
Yelp Inc
SMITH THOMAS W reduced their investment in NYSE:YELP by 60,000 shares. The trade had a 2.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $33.09.
On 11/15/2022, Yelp Inc traded for a price of $30.78 per share and a market cap of $2.15Bil. The stock has returned -20.28% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Yelp Inc has a price-earnings ratio of 58.08, a price-book ratio of 3.09, a price-earnings-to-growth (PEG) ratio of 16.59, a EV-to-Ebitda ratio of 19.10 and a price-sales ratio of 1.95.
The price-to-GF Value ratio is 0.74, earning the stock a GF Value rank of 10.
Cimpress PLC
SMITH THOMAS W reduced their investment in NAS:CMPR by 30,000 shares. The trade had a 1.5% impact on the equity portfolio. During the quarter, the stock traded for an average price of $34.21.
On 11/15/2022, Cimpress PLC traded for a price of $28.98 per share and a market cap of $760.22Mil. The stock has returned -67.43% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Cimpress PLC has a EV-to-Ebitda ratio of 8.63 and a price-sales ratio of 0.27.
The price-to-GF Value ratio is 0.29, earning the stock a GF Value rank of 2.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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