Prescott General Partners LLC — 13F Holdings & Portfolio
CIK 1538653 · latest 13F-HR filed 2026-05-15
Prescott General Partners LLC manages $1.37B in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CACC (44.58%), CMPR (19.32%), WRLD (14.96%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 4, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.37B
Long-equity book
10
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −2 / ↑4 / ↓2
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BRITISH AMERN TOB PLC$41.3M +331.7%
- LENNAR CORP$26.0M +1264.3%
- CIMPRESS PLC$23.2M +9.6%
- HEARTLAND EXPRESS INC$82.2K +15.2%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | CACC | 225310101 | $608.5M | 44.58% | 1,436,951 | SH |
| 2 | CIMPRESS PLC | CMPR | G2143T103 | $263.7M | 19.32% | 3,612,560 | SH |
| 3 | WORLD ACCEP CORPORATION | WRLD | 981419104 | $204.2M | 14.96% | 1,512,424 | SH |
| 4 | WAYFAIR INC | W | 94419L101 | $174.7M | 12.80% | 2,322,401 | SH |
| 5 | BRITISH AMERN TOB PLC | BTI | 110448107 | $53.8M | 3.94% | 920,100 | SH |
| 6 | LENNAR CORP | LEN | 526057104 | $28.0M | 2.05% | 323,000 | SH |
| 7 | AVANTOR INC | AVTR | 05352A100 | $20.4M | 1.49% | 2,600,000 | SH |
| 8 | BOSTON BEER INC | SAM | 100557107 | $10.4M | 0.76% | 45,000 | SH |
| 9 | RYERSON HLDG CORP | RYZ | 783754104 | $674.4K | 0.05% | 30,000 | SH |
| 10 | HEARTLAND EXPRESS INC | HTLD | 422347104 | $624.0K | 0.05% | 60,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.37B | 10 | 0001104659-26-062460 |
| 2025-12-31 | 2026-02-17 | $1.40B | 10 | 0001104659-26-016397 |
| 2025-09-30 | 2025-11-14 | $1.43B | 10 | 0001104659-25-112522 |