Institutional
Prescott General Partners LLC
CIK 0001538653
$1.37B
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CACC | CREDIT ACCEP CORP MICH | $544.71 | -0.67% | 7.74% | 12.36% | $608.5M | 44.58% | — | HELD |
| 2 | CMPR | CIMPRESS PLC | $94.88 | 0.35% | 108.95% | -7.53% | $263.7M | 19.32% | — | HELD |
| 3 | WRLD | WORLD ACCEP CORPORATION | $167.30 | -0.30% | 2.64% | -11.75% | $204.2M | 14.96% | — | HELD |
| 4 | W | WAYFAIR INC | $67.99 | -0.53% | 50.95% | -71.68% | $174.7M | 12.80% | −600,000 | −20.5% |
| 5 | BTI | BRITISH AMERN TOB PLC | $59.72 | 3.23% | 32.39% | 134.37% | $53.8M | 3.94% | +700,000 | +318.0% |
| 6 | LEN | LENNAR CORP | $89.47 | -1.12% | -15.08% | -4.04% | $28.0M | 2.05% | +303,000 | +1515.0% |
| 7 | AVTR | AVANTOR INC | $9.16 | -3.78% | -29.92% | -75.63% | $20.4M | 1.49% | +2,600,000 | NEW |
| 8 | SAM | BOSTON BEER INC | $164.72 | 2.26% | -25.63% | -76.80% | $10.4M | 0.76% | +45,000 | NEW |
| 9 | RYZ | RYERSON HLDG CORP | $27.15 | -4.03% | 28.01% | 94.34% | $674K | 0.05% | — | HELD |
| 10 | HTLD | HEARTLAND EXPRESS INC | $15.74 | -0.06% | 83.38% | -1.84% | $624K | 0.05% | — | HELD |
| 11 | POWW | OUTDOOR HOLDING CO | $1.99 | -1.00% | 50.76% | -70.61% | — | — | −587,000 | EXITED |
| 12 | TPB | TURNING PT BRANDS INC | $86.46 | -0.10% | 14.04% | 69.21% | — | — | −3,500 | EXITED |
Source: SEC EDGAR · accession 0001104659-26-062460. 13F discloses long positions only — shorts, foreign equities, and options are excluded.