Prescott General Partners portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Prescott General Partners reported a $2.0 bn portfolio of 10 positions to the SEC as of the end of Q2 2026. Its largest positions are CACC, CMPR, WRLD.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Prescott General Partners has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
Form 4 · 221,523 shares · trades from Aug 14 to Oct 28 · filed Oct 30, 2026 · filing (latest of 2) ↗
Stake reported in the company · event of Oct 28, 2026 · filed Oct 30, 2026 · filing ↗
Stake reported in the company · event of Jul 2, 2026 · filed Jul 7, 2026 · filing ↗
What changed this quarter
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Credit AcceptanceCACC46.8%
- CimpressCMPR18.8%
- World AcceptanceWRLD17.3%
- WayfairW11.0%
- British American Tobacco p.l.c.BTI2.9%
- LennarLEN1.5%
- AvantorAVTR1.3%
- Boston BeerSAM0.4%
- Heartland ExpressHTLDunder 0.1%
- Ryerson HoldingRYZunder 0.1%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Financials 64%
- ● Industrials 19%
- ● Consumer Discretionary 12%
- ● Consumer Staples 3%
- ● Health Care 1%
How its portfolio changed (8 quarters)
Q2 2026: 10
Q2 2026: 100%
Q2 2026: 0.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 27, 2026 (high confidence).
The data, as reported: PRESCOTT GENERAL PARTNERS LLC (CRD 157907): 7.B private funds: 1 hedge (gross assets $1.0 bn); 5.D assets by client type: pooled vehicles 100% (of $1.7 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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