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Prescott General Partners 13F Portfolio

Portfolio Manager
Prescott General Partners LLC
Performance
+43.36% (2026 Q2)
AUM (13F)
$1.96B
# of Holdings
10
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Prescott General Partners LLC Holdings Map

Top 10 Prescott General Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CACC
CREDIT ACCEP CORP MICH
46.75%1.44M$915.0M
+0.00%(+0)
2025-Q2: 1.44M shares2025-Q3: 1.44M shares2025-Q4: 1.44M shares2026-Q1: 1.44M shares2026-Q2: 1.44M shares
$109.58(+435.94%)
2026-06-30
CMPR
CIMPRESS PLC
18.77%3.61M$367.4M
+0.00%(+0)
2025-Q2: 3.61M shares2025-Q3: 3.61M shares2025-Q4: 3.61M shares2026-Q1: 3.61M shares2026-Q2: 3.61M shares
$67.17(+40.62%)
2026-06-30
WRLD
WORLD ACCEP CORPORATION
17.3%1.51M$338.5M
+0.00%(+0)
2025-Q2: 1.84M shares2025-Q3: 1.51M shares2025-Q4: 1.51M shares2026-Q1: 1.51M shares2026-Q2: 1.51M shares
$59.21(+228.94%)
2026-06-30
W
WAYFAIR INC
10.97%2.32M$214.6M
+0.00%(+0)
2025-Q2: 2.92M shares2025-Q3: 2.92M shares2025-Q4: 2.92M shares2026-Q1: 2.32M shares2026-Q2: 2.32M shares
$52.58(+93.27%)
2026-06-30
BTI
BRITISH AMERN TOB PLC
2.9%920.1K$56.8M
+0.00%(+0)
2025-Q2: 220.1K shares2025-Q3: 220.1K shares2025-Q4: 220.1K shares2026-Q1: 920.1K shares2026-Q2: 920.1K shares
$51.19(+8.86%)
2026-06-30
LEN
LENNAR CORP
1.49%323.0K$29.2M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 20.0K shares2025-Q4: 20.0K shares2026-Q1: 323.0K shares2026-Q2: 323.0K shares
$96.28(-10.44%)
2026-06-30
AVTR
AVANTOR INC
1.32%2.60M$25.7M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.60M shares2026-Q2: 2.60M shares
$9.65(+41.55%)
2026-06-30
SAM
BOSTON BEER INC
0.41%45.0K$8.0M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 45.0K shares2026-Q2: 45.0K shares
$212.76(-12.69%)
2026-06-30
HTLD
HEARTLAND EXPRESS INC
0.05%60.0K$913K
+0.00%(+0)
2025-Q2: 60.0K shares2025-Q3: 60.0K shares2025-Q4: 60.0K shares2026-Q1: 60.0K shares2026-Q2: 60.0K shares
$10.22(+25.15%)
2026-06-30
RYZ
RYERSON HLDG CORP
0.04%30.0K$738K
+0.00%(+0)
2025-Q2: 30.0K shares2025-Q3: 30.0K shares2025-Q4: 30.0K shares2026-Q1: 30.0K shares2026-Q2: 30.0K shares
$20.73(+39.57%)
2026-06-30

About Prescott General Partners LLC’s portfolio

Prescott General Partners LLC reports $1.96B in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are CACC (46.8%), CMPR (18.8%) and WRLD (17.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +42.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
CACC — 46.8% ($914.96M)CMPR — 18.8% ($367.40M)WRLD — 17.3% ($338.53M)W — 11.0% ($214.64M)BTI — 2.9% ($56.83M)LEN — 1.5% ($29.23M)AVTR — 1.3% ($25.74M)SAM — 0.4% ($7.97M)HTLD — 0.0% ($913.2K)RYZ — 0.0% ($738.3K)
100%in top 10
  • CACC46.8%
  • CMPR18.8%
  • WRLD17.3%
  • W11.0%
  • BTI2.9%
  • LEN1.5%
  • AVTR1.3%
  • SAM0.4%
  • HTLD0.0%
  • RYZ0.0%

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Source filings

Holdings on this page are parsed from Prescott General Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1538653). View Prescott General Partners LLC’s 13F filings on SEC

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