2026 Q1 Portfolio Activity
In 2026 Q1, Prescott General Partners LLC maintained a portfolio of 12 distinct positions. The most significant new addition was AVANTOR INC, now representing 1.49% of the total fund value. They heavily accumulated shares in BRITISH AMERN TOB PLC, increasing the position by 318.0%. The fund also reduced its exposure to WAYFAIR INC by 20.5%.
Position History
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Total Positions
12
Quarter
2026 Q1
Top Holding
CACC (44.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Prescott General Partners LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 44.58% | 45.49% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
1,436,951 | $608,491,270 |
$106.10
+292.6%
|
2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
CMPR
CIMPRESS PLC
|
Industrials | 19.32% | 17.17% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
3,612,560 | $263,716,880 |
$125.77
-17.2%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
WRLD
WORLD ACCEP COR...
|
Financial Services | 14.96% | 15.16% |
#3
1
Prev: #4
|
6.0 |
—
|
no change | no change |
P
S
|
1,512,424 | $204,237,737 |
$59.61
+159.7%
|
2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
W
WAYFAIR INC
|
Consumer Cyclical | 12.80% | 20.95% |
#4
2
Prev: #2
|
4.5 |
—
|
-600,000 | -20.5% |
P
S
|
2,322,401 | $174,667,779 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BTI
BRITISH AMERN T...
|
Consumer Defensive | 3.94% | 0.89% |
#5
Prev: #5
|
5.1 |
—
|
700,000 | 318.0% |
P
S
|
920,100 | $53,798,247 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 2.05% | 0.15% |
#6
Prev: #6
|
3.8 |
—
|
303,000 | 1515.0% |
P
S
|
323,000 | $28,049,320 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVTR
AVANTOR INC
|
Healthcare | 1.49% | — |
#7
Prev: #—
|
4.1 |
—
|
2,600,000 | — |
NEW
|
2,600,000 | $20,384,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SAM
BOSTON BEER INC
|
Consumer Defensive | 0.76% | — |
#8
Prev: #—
|
3.8 |
—
|
45,000 | — |
NEW
|
45,000 | $10,368,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RYI
RYERSON HLDG CO...
|
Industrials | 0.05% | 0.05% |
#9
1
Prev: #8
|
1.0 |
—
|
no change | no change |
P
S
|
30,000 | $674,400 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HTLD
HEARTLAND EXPRE...
|
Industrials | 0.05% | 0.04% |
#10
1
Prev: #9
|
1.0 |
—
|
no change | no change |
P
S
|
60,000 | $624,000 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TPB
TURNING PT BRAN...
|
Consumer Defensive | 0.00% | 0.03% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-3,500 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
POWW
OUTDOOR HOLDING...
|
Industrials | 0.00% | 0.07% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-587,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-12 of 12 holdings