Prescott General Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Prescott General Partners LLC reported 10 stock positions worth $1.3 billion. Its top holding was Credit Acceptance (CACC) at 61.1% of the portfolio, followed by World Acceptance (WRLD, 18.1%) and Cimpress (CMPR, 12.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 1 and reduced 1. The biggest buy was a new position in Ryerson (RYZ) and the biggest sale an exit from Lineage Cell Therapeutics (LCTX).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001538653
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0001104659-25-049425 ↗ filed May 15, 2025
Holdings Value
Holdings 10 stocks · $1.3B
| CACC Credit Acceptance Corp. | 61.11% | 1,552,428 | $801.6M | No change |
| WRLD World Acceptance Corp. | 18.09% | 1,874,783 | $237.3M | Reduce -8.0% |
| CMPR Cimpress PLC | 12.46% | 3,612,560 | $163.4M | No change |
| W Wayfair Inc. Class A | 7.14% | 2,922,401 | $93.6M | No change |
| BTI British American Tob-SP ADR | 0.69% | 220,100 | $9.1M | No change |
| PM Philip Morris International | 0.34% | 28,000 | $4.4M | No change |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.06% | 587,000 | $810K | No change |
| RYZ Ryerson Holding Corp. | 0.05% | 30,000 | $689K | New |
| HTLD Heartland Express Inc. | 0.04% | 60,000 | $553K | New |
| TPB Turning Point Brands Inc. | 0.02% | 3,500 | $208K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $2.0B | CACC, CMPR, WRLD, W, BTI |
| Q1 2026 | 10 | $1.4B | CACC, CMPR, WRLD, W, BTI |
| Q4 2025 | 10 | $1.4B | CACC, W, CMPR, WRLD, BTI |
| Q3 2025 | 10 | $1.4B | CACC, W, WRLD, CMPR, BTI |
| Q2 2025 | 9 | $1.4B | CACC, WRLD, CMPR, W, BTI |
| Q1 2025 | 10 | $1.3B | CACC, WRLD, CMPR, W, BTI |
| Q4 2024 | 9 | $1.4B | CACC, CMPR, WRLD, W, BTI |
| Q3 2024 | 9 | $1.5B | CACC, CMPR, WRLD, W, YELP |
| Q2 2024 | 9 | $1.6B | CACC, CMPR, WRLD, W, YELP |
| Q1 2024 | 7 | $1.8B | CACC, CMPR, WRLD, W, YELP |