2026 Q2 Portfolio Activity
In 2026 Q2, Prescott General Partners LLC maintained a portfolio of 10 distinct positions.
Position History
hover any row below to update
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Total Positions
10
Quarter
2026 Q2
Top Holding
CACC (46.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Prescott General Partners LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 46.75% | 44.58% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
1,436,951 | $914,964,180 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPR
CIMPRESS PLC
|
Industrials | 18.77% | 19.32% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
3,612,560 | $367,397,352 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WRLD
WORLD ACCEP COR...
|
Financial Services | 17.30% | 14.96% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
1,512,424 | $338,525,864 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 10.97% | 12.80% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
2,322,401 | $214,636,300 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BTI
BRITISH AMERN T...
|
Consumer Defensive | 2.90% | 3.94% |
#5
Prev: #5
|
2.7 |
—
|
no change | no change |
P
S
|
920,100 | $56,825,376 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 1.49% | 2.05% |
#6
Prev: #6
|
1.6 |
—
|
no change | no change |
P
S
|
323,000 | $29,228,270 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVTR
AVANTOR INC
|
Healthcare | 1.32% | 1.49% |
#7
Prev: #7
|
1.5 |
—
|
no change | no change |
P
S
|
2,600,000 | $25,740,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SAM
BOSTON BEER INC
|
Consumer Defensive | 0.41% | 0.76% |
#8
Prev: #8
|
1.2 |
—
|
no change | no change |
P
S
|
45,000 | $7,966,350 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HTLD
HEARTLAND EXPRE...
|
Industrials | 0.05% | 0.05% |
#9
1
Prev: #10
|
1.0 |
—
|
no change | no change |
P
S
|
60,000 | $913,200 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RYI
RYERSON HLDG CO...
|
Industrials | 0.04% | 0.05% |
#10
1
Prev: #9
|
1.0 |
—
|
no change | no change |
P
S
|
30,000 | $738,300 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings