Prescott General Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Prescott General Partners LLC reported 10 stock positions worth $1.4 billion. Its top holding was Credit Acceptance (CACC) at 45.5% of the portfolio, followed by Wayfair Class A (W, 20.9%) and Cimpress (CMPR, 17.2%). Its holdings were unchanged from Q3 2025.
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001538653
- Portfolio Value
- $1.4B (Q4 2025)
- SEC Filing
- 0001104659-26-016397 ↗ filed Feb 17, 2026
Holdings Value
Holdings 10 stocks · $1.4B
| CACC Credit Acceptance Corp. | 45.49% | 1,436,951 | $637.2M | No change |
| W Wayfair Inc. Class A | 20.95% | 2,922,401 | $293.4M | No change |
| CMPR Cimpress PLC | 17.17% | 3,612,560 | $240.6M | No change |
| WRLD World Acceptance Corp. | 15.16% | 1,512,424 | $212.3M | No change |
| BTI British American Tob-SP ADR | 0.89% | 220,100 | $12.5M | No change |
| LEN Lennar Corp. Class A | 0.15% | 20,000 | $2.1M | No change |
| POWW Outdoor Holding Co. | 0.07% | 587,000 | $1.0M | No change |
| RYZ Ryerson Holding Corp. | 0.05% | 30,000 | $755K | No change |
| HTLD Heartland Express Inc. | 0.04% | 60,000 | $542K | No change |
| TPB Turning Point Brands Inc. | 0.03% | 3,500 | $379K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
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 |