Prescott General Partners LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1538653) · Explore on the interactive board
Prescott General Partners LLC disclosed 10 US equity positions worth $2.0bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is CACC at 46.8% of the reported book, followed by CMPR, WRLD. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 3 equal-weight positions. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Prescott General Partners LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 0 added, 0 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | CACC CREDIT ACCEP CORP MICH | Financial Services | 46.8% | $915.0m | 1,436,951 | 0% | held |
| 2 | CMPR CIMPRESS PLC | Industrials | 18.8% | $367.4m | 3,612,560 | 0% | held |
| 3 | WRLD WORLD ACCEP CORPORATION | Financial Services | 17.3% | $338.5m | 1,512,424 | 0% | held |
| 4 | W WAYFAIR INC | Consumer Cyclical | 11.0% | $214.6m | 2,322,401 | 0% | held |
| 5 | BTI BRITISH AMERN TOB PLC | Consumer Defensive | 2.9% | $56.8m | 920,100 | 0% | held |
| 6 | LEN LENNAR CORP | Consumer Cyclical | 1.5% | $29.2m | 323,000 | 0% | held |
| 7 | AVTR AVANTOR INC | Healthcare | 1.3% | $25.7m | 2,600,000 | 0% | held |
| 8 | SAM BOSTON BEER INC | Consumer Defensive | 0.4% | $8.0m | 45,000 | 0% | held |
| 9 | HTLD HEARTLAND EXPRESS INC | Industrials | 0.0% | $913.2k | 60,000 | 0% | held |
| 10 | RYZ RYERSON HLDG CORP | Industrials | 0.0% | $738.3k | 30,000 | 0% | held |
Sector mix
| Sector | Weight |
|---|---|
| Financial Services | 64.1% |
| Industrials | 18.9% |
| Consumer Cyclical | 12.5% |
| Consumer Defensive | 3.3% |
| Healthcare | 1.3% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Prescott General Partners LLC's portfolio?
Across every quarter Prescott General Partners LLC has filed, its median largest position is 45.7% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).