Q1 2026 · 13F-HR
Prescott General Partners LLCholdings as filed
Filed 2026-05-15 · accession 0001104659-26-062460
$1.37B
Reported value
10
Positions
2026-03-31
Period end
The Brief · Prescott General Partners LLC · Q1 2026
AI · grounded in 13F
Prescott General Partners LLC established a new position in AVTR valued at $20.38M. The fund also opened a new stake in SAM for $10.37M and increased share counts in LEN by 1515% and BTI by 318%. Conversely, the fund closed its positions in POWW and TPB while trimming its holding in W by 20.53%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $608.5M | 44.6% | 1,436,951 | Common | SOLE |
| G2143T103 | CMPR | CIMPRESS PLC | $263.7M | 19.3% | 3,612,560 | Common | SOLE |
| 981419104 | WRLD | WORLD ACCEP CORPORATION | $204.2M | 15.0% | 1,512,424 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $174.7M | 12.8% | 2,322,401 | Common | SOLE |
| 110448107 | BTI | BRITISH AMERN TOB PLC | $53.8M | 3.94% | 920,100 | Common | SOLE |
| 526057104 | LEN | LENNAR CORP | $28.0M | 2.05% | 323,000 | Common | SOLE |
| 05352A100 | AVTR | AVANTOR INC | $20.4M | 1.49% | 2,600,000 | Common | SOLE |
| 100557107 | SAM | BOSTON BEER INC | $10.4M | 0.76% | 45,000 | Common | SOLE |
| 783754104 | RYZ | RYERSON HLDG CORP | $674,400 | 0.05% | 30,000 | Common | SOLE |
| 422347104 | HTLD | HEARTLAND EXPRESS INC | $624,000 | 0.05% | 60,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.