13F Insight
DOSSIER · 13F-HR · Q2 2026

Prescott General Partners LLC

$2.0B in tracked AUM across 10 positions as of Q2 2026.

PG
CIK 0001538653 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
10
—
positions
Whale Score
79
79
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Prescott General Partners LLC SEC 13F Filing
1. Portfolio Overview

The filing for Prescott General Partners LLC reveals a dramatic transformation in the firm's portfolio structure during the quarter ending September 30, 2025. The total portfolio value contracted sharply by 65.6%, decreasing from $1.43 billion to $490.01 million. This reduction is not attributable to broad market depreciation but rather to a significant strategic pivot involving the liquidation of ...

2. Key Holdings

The portfolio is overwhelmingly dominated by two specific stocks:

  • Wayfair Inc. (W): This is the largest holding, comprising $261.06 million or 53.28% of the portfolio. The position consists of 2.92 million shares. As a Consumer Cyclical stock, Wayfair represents a high-beta, growth-oriented play on the e-commerce and home goods sectors.
  • Cimpress plc (CMPR): The second largest holding is valued at $227.74 million, representing 46.48% of the portfolio. With 3.61 million shares held, this position indicates a strong conviction in the mass customization and print services sector.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CACC
CREDIT ACCEP CORP MICH
$915M1.4M46.8%02
G2143T103
CIMPRESS PLC
$367M3.6M18.8%03
WRLD
WORLD ACCEP CORPORATION
$339M1.5M17.3%04
W
WAYFAIR INC
$215M2.3M11.0%05
BTI
BRITISH AMERN TOB PLC
$57M920K2.9%06
LEN
LENNAR CORP
$29M323K1.5%07
AVTR
AVANTOR INC
$26M2.6M1.3%08
SAM
BOSTON BEER INC
$8M45K0.4%09
HTLD
HEARTLAND EXPRESS INC
$913K60K0.0%10
RYI
RYERSON HLDG CORP
$738K30K0.0%

Filing history

2026Q2Jun 30
$2.0B▲ 39.7%
10 positionsView →2025Q4Dec 31
$1.4B▲ 185.9%
10 positionsView →2025Q3Sep 30
$490M▼ 65.6%
4 positionsView →2025Q2Jun 30
$1.4B▲ 452.3%
9 positionsLocked2025Q1Mar 31
$258M▼ 81.0%
4 positionsLocked2024Q4Dec 31
$1.4B▼ 9.4%
9 positionsLocked2024Q3Sep 30
$1.5B▼ 8.2%
9 positionsLocked2024Q2Jun 30
$1.6B▼ 9.3%
9 positionsLocked2024Q1Mar 31
$1.8B▲ 3.9%
7 positionsLocked2023Q4Dec 31
$1.7B▲ 10.3%
9 positionsLocked2023Q3Sep 30
$1.6B▼ 3.3%
10 positionsLocked2023Q2Jun 30
$1.6B▲ 28.9%
10 positionsLocked
Showing 12 of 54