Prescott General Partners LLC
CIK 1538653 · View on SEC EDGAR ↗
- Portfolio value
- $2.0B
- Positions
- 10
- As of
- June 30, 2026
Portfolio value QoQ: +43.4% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 7
- Effective number of positions
- 3.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 5.5 quarters Tracked Q4 2024–Q2 2026 · 71.4% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 0
- Closed
- 2
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +29.5% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 10 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CACC Credit Acceptance Corporation - Common Stock | $914,964,180 | 46.75% | 1,436,951 | $306,472,910 | |||
| CMPR Cimpress plc - Ordinary Shares | $367,397,352 | 18.77% | 3,612,560 | $103,680,472 | |||
| WRLD World Acceptance Corporation - Common Stock | $338,525,864 | 17.30% | 1,512,424 | $134,288,127 | |||
| W Wayfair Inc. Class A Common Stock | $214,636,300 | 10.97% | 2,322,401 | $39,968,521 | |||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $56,825,376 | 2.90% | 920,100 | $3,027,129 | |||
| LEN Lennar Corporation Class A Common Stock | $29,228,270 | 1.49% | 323,000 | $1,178,950 | |||
| AVTR Avantor, Inc. Common Stock | $25,740,000 | 1.32% | 2,600,000 | $5,356,000 | |||
| SAM Boston Beer Company, Inc. (The) Common Stock | $7,966,350 | 0.41% | 45,000 | $-2,401,650 | |||
| HTLD Heartland Express, Inc. - Common Stock | $913,200 | 0.05% | 60,000 | $289,200 | |||
| RYZ Ryerson Holding Corporation Common Stock | $738,300 | 0.04% | 30,000 | $63,900 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CACC | Price move only | +0 | +$306.5M |
| WRLD | Price move only | +0 | +$134.3M |
| CMPR | Price move only | +0 | +$103.7M |
| W | Price move only | +0 | +$40.0M |
| AVTR | Price move only | +0 | +$5.4M |
| BTI | Price move only | +0 | +$3.0M |
| SAM | Price move only | +0 | -$2.4M |
| LEN | Price move only | +0 | +$1.2M |
| HTLD | Price move only | +0 | +$289K |
| RYZ | Price move only | +0 | +$64K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.