Prescott General Partners LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Prescott General Partners LLC disclosed 10 US equity positions worth $1.4bn in its Q4 2025 13F filing. The largest position was CACC at 45.5% of the reported book, followed by W and CMPR. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 10 holdings.
What did Prescott General Partners LLC own in Q4 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CACC CREDIT ACCEP CORP MICH | Financial Services | 45.5% | $637.2m | 1,436,951 | 0% | held |
| 2 | W WAYFAIR INC | Consumer Cyclical | 20.9% | $293.4m | 2,922,401 | 0% | held |
| 3 | CMPR CIMPRESS PLC | Industrials | 17.2% | $240.6m | 3,612,560 | 0% | held |
| 4 | WRLD WORLD ACCEP CORPORATION | Financial Services | 15.2% | $212.3m | 1,512,424 | 0% | held |
| 5 | BTI BRITISH AMERN TOB PLC | Consumer Defensive | 0.9% | $12.5m | 220,100 | 0% | held |
| 6 | LEN LENNAR CORP | Consumer Cyclical | 0.1% | $2.1m | 20,000 | 0% | held |
| 7 | POWW OUTDOOR HOLDING CO | 0.1% | $1.0m | 587,000 | 0% | held | |
| 8 | RYZ RYERSON HLDG CORP | Industrials | 0.1% | $754.8k | 30,000 | 0% | held |
| 9 | HTLD HEARTLAND EXPRESS INC | Industrials | 0.0% | $541.8k | 60,000 | 0% | held |
| 10 | TPB TURNING PT BRANDS INC | Consumer Defensive | 0.0% | $379.4k | 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.