Prescott General Partners LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Prescott General Partners LLC reported 9 stock positions worth $1.6 billion. Its top holding was Credit Acceptance (CACC) at 49.1% of the portfolio, followed by Cimpress (CMPR, 20.9%) and World Acceptance (WRLD, 15.4%). Compared with Q1 2024, it opened 3 new positions, sold out of 1 and reduced 3. The biggest buy was a new position in British American Tob-SP ADR (BTI) and the biggest sale Wayfair Class A (W, shares −2%).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0001538653
Portfolio Value
$1.6B (Q2 2024)
SEC Filing
0001104659-24-089600 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.8B Q1 2024 Q2 2024: $1.6B $1.6B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 9 stocks · $1.6B
CACC Credit Acceptance Corp. 49.12% 1,560,014 $802.9M No change
CMPR Cimpress PLC 20.94% 3,906,492 $342.2M No change
WRLD World Acceptance Corp. 15.40% 2,037,495 $251.8M No change
W Wayfair Inc. Class A 12.10% 3,752,264 $197.9M Reduce -1.9%
YELP Yelp Inc. 1.80% 796,371 $29.4M Reduce -13.3%
BTI British American Tob-SP ADR 0.38% 200,000 $6.2M New
PM Philip Morris International 0.17% 28,000 $2.8M New
POWW Outdoor Holding Co. filed as AMMO INC 0.05% 520,000 $874K New
LCTX Lineage Cell Therapeutics Inc. 0.04% 620,000 $618K Reduce -66.5%

Portfolio Sells Q1 2024 → Q2 2024
W Wayfair Inc. Class A Reduce -1.9% 12.10% −2.30
YELP Yelp Inc. Reduce -13.3% 1.80% −0.21
LCTX Lineage Cell Therapeutics Inc. Reduce -66.5% 0.04% −0.11
HUMA Humacyte Inc. Sold out 0.00% −0.10

Portfolio Buys Q1 2024 → Q2 2024
BTI British American Tob-SP ADR New 0.38% +0.38
PM Philip Morris International New 0.17% +0.17
POWW Outdoor Holding Co. New 0.05% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$2.0BCACC, CMPR, WRLD, W, BTI
Q1 2026 10$1.4BCACC, CMPR, WRLD, W, BTI
Q4 2025 10$1.4BCACC, W, CMPR, WRLD, BTI
Q3 2025 10$1.4BCACC, W, WRLD, CMPR, BTI
Q2 2025 9$1.4BCACC, WRLD, CMPR, W, BTI
Q1 2025 10$1.3BCACC, WRLD, CMPR, W, BTI
Q4 2024 9$1.4BCACC, CMPR, WRLD, W, BTI
Q3 2024 9$1.5BCACC, CMPR, WRLD, W, YELP
Q2 2024 9$1.6BCACC, CMPR, WRLD, W, YELP
Q1 2024 7$1.8BCACC, CMPR, WRLD, W, YELP