Prescott General Partners LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Prescott General Partners LLC reported 10 stock positions worth $1.4 billion. Its top holding was Credit Acceptance (CACC) at 44.6% of the portfolio, followed by Cimpress (CMPR, 19.3%) and World Acceptance (WRLD, 15.0%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 2 and reduced 1. The biggest buy was British American Tob-SP ADR (BTI, shares +318%) and the biggest sale Wayfair Class A (W, shares −21%).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0001538653
Portfolio Value
$1.4B (Q1 2026)
SEC Filing
0001104659-26-062460 ↗ filed May 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.8B Q1 2024 Q2 2024: $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 $1.4B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 10 stocks · $1.4B
CACC Credit Acceptance Corp. 44.58% 1,436,951 $608.5M No change
CMPR Cimpress PLC 19.32% 3,612,560 $263.7M No change
WRLD World Acceptance Corp. 14.96% 1,512,424 $204.2M No change
W Wayfair Inc. Class A 12.80% 2,322,401 $174.7M Reduce -20.5%
BTI British American Tob-SP ADR 3.94% 920,100 $53.8M Add +318.0%
LEN Lennar Corp. Class A 2.05% 323,000 $28.0M Add +1515.0%
AVTR Avantor Inc. 1.49% 2,600,000 $20.4M New
SAM Boston Beer Company Inc. Class A 0.76% 45,000 $10.4M New
RYZ Ryerson Holding Corp. 0.05% 30,000 $674K No change
HTLD Heartland Express Inc. 0.05% 60,000 $624K No change

Portfolio Sells Q4 2025 → Q1 2026
W Wayfair Inc. Class A Reduce -20.5% 12.80% −8.15
POWW Outdoor Holding Co. Sold out 0.00% −0.07
TPB Turning Point Brands Inc. Sold out 0.00% −0.03

Portfolio Buys Q4 2025 → Q1 2026
BTI British American Tob-SP ADR Add +318.0% 3.94% +3.05
LEN Lennar Corp. Class A Add +1515.0% 2.05% +1.91
AVTR Avantor Inc. New 1.49% +1.49
SAM Boston Beer Company Inc. Class A New 0.76% +0.76

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