Prescott General Partners LLC
CIK
1538653
Location
BOCA RATON, FL
Portfolio Value
Mid
$1,956,935,190
Diversification
Highly concentrated
Filing Date
Global Rank
#1,623
/ 8,795
▲ 115
· as of Jun 2026
Top Industry
Credit Services
64.1%
3Y Alpha vs SPY
-14.9%
Period ended 3 months ago
Filed Aug 14, 2026 · 54d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
46.8%
+2.2 pts
Top 5
96.7%
+1.1 pts
Top 10
100.0%
0.0 pts
HHI
2,971
Highly concentrated+200
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 64.1% | $1,253,490,042 |
| Industrials | 18.9% | $369,048,852 |
| Consumer Cyclical | 12.5% | $243,864,570 |
| Consumer Defensive | 3.3% | $64,791,726 |
| Healthcare | 1.3% | $25,740,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 tracked positions ·
$1,956,935,190 total
· filing declares
10 positions · $1,956,935,192
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CACC |
Credit Acceptance Corp
Financial Services
|
Held | 1,436,951 | $914,964,179 | 46.75% | |
| CMPR |
CIMPRESS plc
Industrials
|
Held | 3,612,560 | $367,397,352 | 18.77% | |
| WRLD |
World Acceptance Corp
Financial Services
|
Held | 1,512,424 | $338,525,863 | 17.30% | |
| W |
Wayfair Inc.
Consumer Cyclical
|
Held | 2,322,401 | $214,636,300 | 10.97% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 920,100 | $56,825,376 | 2.90% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Held | 323,000 | $29,228,270 | 1.49% | |
| AVTR |
Avantor, Inc.
Healthcare
|
Held | 2,600,000 | $25,740,000 | 1.32% | |
| SAM |
Boston Beer Co Inc
Consumer Defensive
|
Held | 45,000 | $7,966,350 | 0.41% | |
| HTLD |
Heartland Express Inc
Industrials
|
Held | 60,000 | $913,200 | 0.05% | |
| RYZ |
Ryerson Holding Corp
Industrials
|
Held | 30,000 | $738,300 | 0.04% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.