The Analysis of Prescott General Partners LLC's Holdings & P&L

Currently, Prescott General Partners LLC holds 10 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BTI (+700.0K shares, valued at $40.9M), LEN (+303.0K shares, valued at $26.3M), AVTR (+2.6M shares, valued at $20.4M); decreased their positions in W (-600.0K shares, valued at $45.1M); initiated new positions in AVTR (+2.6M shares, valued at $20.4M), SAM (+45.0K shares, valued at $10.4M).

1M P&L

+99.0M+6.55%

3M P&L

+182.5M+12.79%

HY P&L

+179.2M+12.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Credit Services849.6M

60.7%

2Internet Retail293.4M

20.9%

3Specialty Business Services240.6M

17.2%

Top Industries by Stock Count

1Tobacco2 stocks

20.0%

2Credit Services2 stocks

20.0%

3Specialty Business Services1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CACC CREDIT ACCEP CORP MICH1.4M shares0.00%2026-03-312026-05-15

CMPR CIMPRESS PLC3.6M shares0.00%2026-03-312026-05-15

WRLD WORLD ACCEP CORPORATION1.5M shares0.00%2026-03-312026-05-15

W WAYFAIR INC2.3M shares-20.53%2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC920.1K shares318.04%2026-03-312026-05-15

LEN LENNAR CORP323.0K shares1515.00%2026-03-312026-05-15

AVTR AVANTOR INC2.6M sharesnew addition2026-03-312026-05-15

SAM BOSTON BEER INC45.0K sharesnew addition2026-03-312026-05-15

Sponsored

RYI RYERSON HLDG CORP30.0K shares0.00%2026-03-312026-05-15

HTLD HEARTLAND EXPRESS INC60.0K shares0.00%2026-03-312026-05-15

CACC

CREDIT ACCEP CORP MICH

0.00%

Shares1.4M

Event2026-03-31

Filed2026-05-15

CMPR

CIMPRESS PLC

0.00%

Shares3.6M

Event2026-03-31

Filed2026-05-15

WRLD

WORLD ACCEP CORPORATION

0.00%

Shares1.5M

Event2026-03-31

Filed2026-05-15

WAYFAIR INC

-20.53%

Shares2.3M

Event2026-03-31

Filed2026-05-15

BTI

BRITISH AMERN TOB PLC

318.04%

Shares920.1K

Event2026-03-31

Filed2026-05-15

LEN

LENNAR CORP

1515.00%

Shares323.0K

Event2026-03-31

Filed2026-05-15

AVTR

AVANTOR INC

New

Shares2.6M

Event2026-03-31

Filed2026-05-15

SAM

BOSTON BEER INC

New

Shares45.0K

Event2026-03-31

Filed2026-05-15

RYI

RYERSON HLDG CORP

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-15

HTLD

HEARTLAND EXPRESS INC

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available