Prescott General Partners
BOCA RATON, FLfiles as Prescott General Partners LLC
$2.0bn in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 4.5% of the portfolio this quarter.
Value
$2.0bn
Stocks
10
Top 10 share
100.0%
Turnover
4.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Credit AcceptanceCACC | 46.8% | $915m | 1,436,951 | Held |
| CimpressCMPR | 18.8% | $367m | 3,612,560 | Held |
| World AcceptanceWRLD | 17.3% | $339m | 1,512,424 | Held |
| WayfairW | 11.0% | $215m | 2,322,401 | Held |
| British American Tobacco p.l.c.BTI | 2.9% | $57m | 920,100 | Held |
| LennarLEN | 1.5% | $29m | 323,000 | Held |
| AvantorAVTR | 1.3% | $26m | 2,600,000 | Held |
| Boston BeerSAM | 0.4% | $8m | 45,000 | Held |
| Heartland ExpressHTLD | <0.1% | $913,200 | 60,000 | Held |
| Ryerson HoldingRYZ | <0.1% | $738,300 | 30,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 37.3% since 30 June 2025.
Where the money is
Financial services64.1%
Industrials18.9%
Retail & consumer12.5%
Everyday goods3.3%
Health care1.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.