Prescott General Partners LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Prescott General Partners LLC disclosed 9 US equity positions worth $1.4bn in its Q2 2025 13F filing. The largest position was CACC at 53.6% of the reported book, followed by WRLD and CMPR. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 9 holdings.
What did Prescott General Partners LLC own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CACC CREDIT ACCEP CORP MICH | Financial Services | 53.6% | $764.4m | 1,436,951 | -7% | reduced |
| 2 | WRLD WORLD ACCEP CORP DEL | Financial Services | 22.4% | $319.2m | 1,842,134 | -2% | reduced |
| 3 | CMPR CIMPRESS PLC | Industrials | 11.8% | $167.8m | 3,612,560 | 0% | held |
| 4 | W WAYFAIR INC | Consumer Cyclical | 11.3% | $160.8m | 2,922,401 | 0% | held |
| 5 | BTI BRITISH AMERN TOB PLC | Consumer Defensive | 0.8% | $10.7m | 220,100 | 0% | held |
| 6 | POWW OUTDOOR HOLDING CO | 0.1% | $763.1k | 587,000 | 0% | held | |
| 7 | RYZ RYERSON HLDG CORP | Industrials | 0.0% | $691.5k | 30,000 | 0% | held |
| 8 | HTLD HEARTLAND EXPRESS INC | Industrials | 0.0% | $538.8k | 60,000 | 0% | held |
| 9 | TPB TURNING PT BRANDS INC | Consumer Defensive | 0.0% | $252.9k | 3,500 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.