AI Portfolio Summary
In 2025 Q4, Prescott General Partners LLC maintained a portfolio of 10 distinct positions.
Total Positions
10
Quarter
2025 Q4
Top Holding
CACC (45.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-10 of 10
| 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 | 45.49% | 46.85% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
1,436,951 | $637,230,290 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 20.95% | 18.23% |
#2
Prev: #2
|
8.4 | no change | no change |
P
S
|
2,922,401 | $293,438,284 | 2016 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMPR
CIMPRESS PLC
|
Industrials | 17.17% | 15.90% |
#3
1
Prev: #4
|
6.9 | no change | no change |
P
S
|
3,612,560 | $240,560,370 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WRLD
WORLD ACCEP COR...
|
Financial Services | 15.16% | 17.86% |
#4
1
Prev: #3
|
6.1 | no change | no change |
P
S
|
1,512,424 | $212,329,205 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BTI
BRITISH AMERN T...
|
Consumer Defensive | 0.89% | 0.82% |
#5
Prev: #5
|
0.4 | no change | no change |
P
S
|
220,100 | $12,462,062 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LEN
LENNAR CORP
|
Consumer Cyclical | 0.15% | 0.18% |
#6
Prev: #6
|
0.1 | no change | no change |
P
S
|
20,000 | $2,056,000 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
POWW
OUTDOOR HOLDING...
|
Industrials | 0.07% | 0.06% |
#7
Prev: #7
|
0.0 | no change | no change |
P
S
|
587,000 | $1,003,770 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RYI
RYERSON HLDG CO...
|
Industrials | 0.05% | 0.05% |
#8
Prev: #8
|
0.0 | no change | no change |
P
S
|
30,000 | $754,800 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HTLD
HEARTLAND EXPRE...
|
Industrials | 0.04% | 0.04% |
#9
Prev: #9
|
0.0 | no change | no change |
P
S
|
60,000 | $541,800 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TPB
TURNING PT BRAN...
|
Consumer Defensive | 0.03% | 0.02% |
#10
Prev: #10
|
0.0 | no change | no change |
P
S
|
3,500 | $379,400 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-10 of 10 holdings