Prescott General Partners LLC Long-Term Concentrated

CIK: 0001538653 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $1,432,168 (100.0% shares, 0.0% debt)

Holdings (10)

CACC CREDIT ACCEP CORP MICH 46.8%

Value ($000) $670,956 Shares 1,436,951 Est. Cost $107.75 Unrealized +363.1%

W WAYFAIR INC 18.2%

Value ($000) $261,058 Shares 2,922,401 Est. Cost $53.95 Unrealized +35.8%

WRLD WORLD ACCEP CORP DEL 17.9%

Value ($000) $255,811 Shares 1,512,424 Est. Cost $81.92 Unrealized +105.5%

CMPR CIMPRESS PLC 15.9%

Value ($000) $227,736 Shares 3,612,560 Est. Cost $129.96 Unrealized -56.9%

BTI BRITISH AMERN TOB PLC 0.8%

Value ($000) $11,683 Shares 220,100 Est. Cost $31.45 Unrealized —

LEN LENNAR CORP 0.2%

Value ($000) $2,521 Shares 20,000 Est. Cost $123.58 Unrealized 0.0%

POWW OUTDOOR HOLDING CO 0.1%

Value ($000) $869 Shares 587,000 Est. Cost $2.31 Unrealized -42.4%

RYZ RYERSON HLDG CORP 0.0%

Value ($000) $686 Shares 30,000 Est. Cost $22.39 Unrealized +0.4%

HTLD HEARTLAND EXPRESS INC 0.0%

Value ($000) $503 Shares 60,000 Est. Cost $10.59 Unrealized -20.0%

TPB TURNING PT BRANDS INC 0.0%

Value ($000) $346 Shares 3,500 Est. Cost $53.39 Unrealized +69.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	1,436,951	$670,956	46.8%	$107.75	+363.1%	COM	225310101
W	WAYFAIR INC	2,922,401	$261,058	18.2%	$53.95	+35.8%	CL A	94419L101
WRLD	WORLD ACCEP CORP DEL	1,512,424	$255,811	17.9%	$81.92	+105.5%	COM	981419104
CMPR	CIMPRESS PLC	3,612,560	$227,736	15.9%	$129.96	-56.9%	SHS EURO	G2143T103
BTI	BRITISH AMERN TOB PLC	220,100	$11,683	0.8%	$31.45	—	SPONSORED ADR	110448107
LEN	LENNAR CORP	20,000	$2,521	0.2%	$123.58	0.0%	CL A	526057104
POWW	OUTDOOR HOLDING CO	587,000	$869	0.1%	$2.31	-42.4%	COM	00175J107
RYZ	RYERSON HLDG CORP	30,000	$686	0.0%	$22.39	+0.4%	COM	783754104
HTLD	HEARTLAND EXPRESS INC	60,000	$503	0.0%	$10.59	-20.0%	COM	422347104
TPB	TURNING PT BRANDS INC	3,500	$346	0.0%	$53.39	+69.6%	COM	90041L105