Institutional Manager · CIK 0001538653
Prescott General Partners LLC
Boca Raton, FL · File #028-14951
Latest AUM
$1.40B
Positions
10
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | BRITISH AMERN TOB PLC | 110448107 | 0 | $0 | +$779,154 |
| REDUCE | CIMPRESS PLC | CMPR | 0 | $0 | +$12.8M |
| REDUCE | CREDIT ACCEP CORP MICH | 225310101 | 0 | $0 | -$33.7M |
| REDUCE | HEARTLAND EXPRESS INC | HTLD | 0 | $0 | +$39,000 |
| REDUCE | LENNAR CORP | LEN-B | 0 | $0 | -$464,800 |
| REDUCE | OUTDOOR HOLDING CO | POWWP | 0 | $0 | +$135,010 |
| REDUCE | RYERSON HLDG CORP | RYZ | 0 | $0 | +$69,000 |
| REDUCE | TURNING PT BRANDS INC | 90041L105 | 0 | $0 | +$33,390 |
| REDUCE | WAYFAIR INC | W | 0 | $0 | +$32.4M |
| REDUCE | WORLD ACCEP CORPORATION | WRLD | 0 | $0 | -$43.5M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202510 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $1.43B
- 13F HOLDINGS REPORTQ/E Jun 20259 pos · $1.43B
- 13F HOLDINGS REPORTQ/E Mar 202510 pos · $1.31B
- 13F HOLDINGS REPORTQ/E Dec 20249 pos · $1.36B
- 13F HOLDINGS REPORTQ/E Sep 20249 pos · $1.50B
- 13F HOLDINGS REPORTQ/E Jun 20249 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $1.80B
- 13F HOLDINGS REPORTQ/E Dec 202310 pos · $1.57B
Top 10 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 1,436,951 | $637.2M | 45.49% |
| 2 | WAYFAIR INC | W | 2,922,401 | $293.4M | 20.95% |
| 3 | CIMPRESS PLC | CMPR | 3,612,560 | $240.6M | 17.17% |
| 4 | WORLD ACCEP CORPORATION | WRLD | 1,512,424 | $212.3M | 15.16% |
| 5 | BRITISH AMERN TOB PLC | 110448107 | 220,100 | $12.5M | 0.89% |
| 6 | LENNAR CORP | LEN-B | 20,000 | $2.1M | 0.15% |
| 7 | OUTDOOR HOLDING CO | POWWP | 587,000 | $1.0M | 0.07% |
| 8 | RYERSON HLDG CORP | RYZ | 30,000 | $754,800 | 0.05% |
| 9 | HEARTLAND EXPRESS INC | HTLD | 60,000 | $541,800 | 0.04% |
| 10 | TURNING PT BRANDS INC | 90041L105 | 3,500 | $379,400 | 0.03% |