Prescott General Partners LLC

Portfolio Overview

Prescott General Partners LLC disclosed 10 positions worth $1.4B in its Form 13F-HR for Q1 2026, led by $CACC (CREDIT ACCEPTANCE CORP) at 44.6% of the equity portfolio, followed by $CMPR and $WRLD. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $AVTR and a full exit from $POWW. The portfolio is most concentrated in Financials (59.5% of disclosed assets). All figures are sourced directly from Prescott General Partners LLC’s Form 13F-HR filing with the SEC under CIK 1538653.

• 

  CREDIT ACCEPTANCE CORP

  $CACC

  70.6#300

  Quality

  $608.5M1,436,951 sh
• 

  CIMPRESS plc

  $CMPR

  —

  Quality

  $263.7M3,612,560 sh
• 

  WORLD ACCEPTANCE CORP

  $WRLD

  60.8#833

  Quality

  $204.2M1,512,424 sh
• 

  Wayfair Inc.

  $W

  40.5

  Quality

  $174.7M2,322,401 sh
• 

  British American Tobacco p.l.c.

  $BTI

  —

  Quality

  $53.8M920,100 sh
• 

  LENNAR CORP /NEW/

  $LEN

  49.2

  Quality

  $28.0M323,000 sh
• 

  Avantor, Inc.

  $AVTR

  38.4

  Quality

  $20.4M2,600,000 sh
• 

  BOSTON BEER CO INC

  $SAM

  42.5

  Quality

  $10.4M45,000 sh
• 

  Ryerson Holding Corp

  $RYZ

  43.2

  Quality

  $674.4K30,000 sh
• 

  HEARTLAND EXPRESS INC

  $HTLD

  20.9

  Quality

  $624.0K60,000 sh

Company	Quality	Value	Shares
CREDIT ACCEPTANCE CORP$CACC	70.6#300	$608.5M	1,436,951
CIMPRESS plc$CMPR	—	$263.7M	3,612,560
WORLD ACCEPTANCE CORP$WRLD	60.8#833	$204.2M	1,512,424
Wayfair Inc.$W	40.5	$174.7M	2,322,401
British American Tobacco p.l.c.$BTI	—	$53.8M	920,100
LENNAR CORP /NEW/$LEN	49.2	$28.0M	323,000
Avantor, Inc.$AVTR	38.4	$20.4M	2,600,000
BOSTON BEER CO INC$SAM	42.5	$10.4M	45,000
Ryerson Holding Corp$RYZ	43.2	$674.4K	30,000
HEARTLAND EXPRESS INC$HTLD	20.9	$624.0K	60,000

Showing top 10 of 10 holdings.

Full Holdings — Prescott General Partners LLC (Q1 2026)

All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$CACC	CREDIT ACCEPTANCE CORP	$608.5M	44.6%	+0%	70.6
2	$CMPR	CIMPRESS plc	$263.7M	19.3%	+0%	—
3	$WRLD	WORLD ACCEPTANCE CORP	$204.2M	15.0%	+0%	60.8
4	$W	Wayfair Inc.	$174.7M	12.8%	-21%	40.5
5	$BTI	British American Tobacco p.l.c.	$53.8M	3.9%	+318%	—
6	$LEN	LENNAR CORP /NEW/	$28.0M	2.0%	+1515%	49.2
7	$AVTR	Avantor, Inc.	$20.4M	1.5%	NEW	38.4
8	$SAM	BOSTON BEER CO INC	$10.4M	0.8%	NEW	42.5
9	$RYZ	Ryerson Holding Corp	$674,400	0.1%	+0%	43.2
10	$HTLD	HEARTLAND EXPRESS INC	$624,000	0.1%	+0%	20.9