Prescott General Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Prescott General Partners LLC reported 10 stock positions worth $1.4 billion. Its top holding was Credit Acceptance (CACC) at 46.8% of the portfolio, followed by Wayfair Class A (W, 18.2%) and World Acceptance (WRLD, 17.9%). Compared with Q2 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Lennar Class A (LEN) and the biggest sale World Acceptance (WRLD, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001538653
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001104659-25-112522 ↗ filed Nov 14, 2025
Holdings Value
Holdings 10 stocks · $1.4B
| CACC Credit Acceptance Corp. | 46.85% | 1,436,951 | $671.0M | No change |
| W Wayfair Inc. Class A | 18.23% | 2,922,401 | $261.1M | No change |
| WRLD World Acceptance Corp. | 17.86% | 1,512,424 | $255.8M | Reduce -17.9% |
| CMPR Cimpress PLC | 15.90% | 3,612,560 | $227.7M | No change |
| BTI British American Tob-SP ADR | 0.82% | 220,100 | $11.7M | No change |
| LEN Lennar Corp. Class A | 0.18% | 20,000 | $2.5M | New |
| POWW Outdoor Holding Co. | 0.06% | 587,000 | $869K | No change |
| RYZ Ryerson Holding Corp. | 0.05% | 30,000 | $686K | No change |
| HTLD Heartland Express Inc. | 0.04% | 60,000 | $503K | No change |
| TPB Turning Point Brands Inc. | 0.02% | 3,500 | $346K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| WRLD World Acceptance Corp. | Reduce -17.9% | 17.86% | −4.54 |
Portfolio Buys Q2 2025 → Q3 2025
| LEN Lennar Corp. Class A | New | 0.18% | +0.18 |
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 |