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Prescott General Partners LLC

Concentrated strategySector-focusedContrarian

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 10

Prescott General Partners LLC disclosed 10 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 20.1%.

Personality snowflake

Concentration
100
Portfolio Stability
20.13
Momentum/Contrarian
0
Sector conviction
100
Diversification
20
Sizing Uniformity
85.97

Recent moves

  • Trim W

    -20.5%　-$118.8M

  • Add BTI

    +318.0%　$41.3M

  • Add CMPR

    0.0%　$23.2M

  • Add LEN

    +1515.0%　$26.0M

  • Trim CACC

    0.0%　-$28.7M

  • Trim WRLD

    0.0%　-$8.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1CACCCredit Acceptance CORPStock-Other44.58%-0.91%—
2CMPRCimpress plcStock-Other19.32%+2.15%—
3WRLDWorld Acceptance CORPStock-Other14.96%-0.20%—
4WWayfair Inc- Class AStock-Consumer Disc12.80%-8.15%-20.53%
5BTIBritish American Tob-sp AdrStock-Consumer Staples3.94%+3.05%+318.04%
6LENLennar Corp-aStock-Consumer Disc2.05%+1.90%+1515.00%
7AVTRAvantor INCStock-Healthcare1.49%+1.49%NEW
8SAMBoston Beer Company Inc-aStock-Consumer Staples0.76%+0.76%NEW
9RYZRyerson Holding CORPStock-Other0.05%——
10HTLDHeartland Express INCStock-Other0.05%+0.01%—

Holding changes this quarter

Prescott General Partners LLC's most significant position changes for 2026-03-31: New buy: Avantor INC (AVTR); New buy: Boston Beer Company Inc-a (SAM); Sold out: Outdoor Holding Co (POWW); Sold out: Turning Point Brands INC (TPB); Trim: Wayfair Inc- Class A (W) — shares -20.53%.

Position changes disclosed by Prescott General Partners LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BTIBritish American Tob-sp Adr+3.1%+318.04%Add
2CMPRCimpress plc+2.2%—Unchanged
3LENLennar Corp-a+1.9%+1515.00%Add
4HTLDHeartland Express INC0%—Unchanged
5RYZRyerson Holding CORP——Unchanged
6WRLDWorld Acceptance CORP-0.2%—Unchanged
7CACCCredit Acceptance CORP-0.9%—Unchanged
8WWayfair Inc- Class A-8.2%-20.53%Trim
9AVTRAvantor INC—NEWNew buy
10SAMBoston Beer Company Inc-a—NEWNew buy
11POWWOutdoor Holding Co—EXITSold out
12TPBTurning Point Brands INC—EXITSold out

FAQ

What is Prescott General Partners LLC and what type of investor is it?
Prescott General Partners LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.4B, spread across 10 disclosed positions.
What are Prescott General Partners LLC's largest equity positions?
Based on the latest 13F filing, Prescott General Partners LLC's top holdings by market value are: 1. Credit Acceptance CORP (CACC) — $608.5M (44.6%) 2. Cimpress plc (CMPR) — $263.7M (19.3%) 3. World Acceptance CORP (WRLD) — $204.2M (15.0%) 4. Wayfair Inc- Class A (W) — $174.7M (12.8%) 5. British American Tob-sp Adr (BTI) — $53.8M (3.9%)
What changes did Prescott General Partners LLC make in its most recent portfolio filing?
In the latest reported quarter, Prescott General Partners LLC made 7 notable position adjustments: 2 new positions were initiated, 2 existing holdings were added to, 1 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Avantor INC (AVTR); New buy: Boston Beer Company Inc-a (SAM); Sold out: Outdoor Holding Co (POWW); Sold out: Turning Point Brands INC (TPB); Trim: Wayfair Inc- Class A (W) — shares -20.53%
What sectors does Prescott General Partners LLC focus on?
Prescott General Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 70.6% • Consumer Staples: 22.3% • Health Care: 7.1%