Prescott General Partners LLC Long-Term Concentrated

CIK: 0001538653 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $1,400,756 (100.0% shares, 0.0% debt)

Holdings (10)

Unchanged Positions (10)

WRLD WORLD ACCEP CORPORATION 15.2%

Value ($000) $212,329 Shares 1,512,424 Est. Cost $81.92 Unrealized +83.7%

CACC CREDIT ACCEP CORP MICH 45.5%

Value ($000) $637,230 Shares 1,436,951 Est. Cost $107.75 Unrealized +330.2%

W WAYFAIR INC 20.9%

Value ($000) $293,438 Shares 2,922,401 Est. Cost $53.95 Unrealized +78.3%

CMPR CIMPRESS PLC 17.2%

Value ($000) $240,560 Shares 3,612,560 Est. Cost $129.96 Unrealized -47.8%

BTI BRITISH AMERN TOB PLC 0.9%

Value ($000) $12,462 Shares 220,100 Est. Cost $31.45 Unrealized —

LEN LENNAR CORP 0.1%

Value ($000) $2,056 Shares 20,000 Est. Cost $123.58 Unrealized -2.3%

POWW OUTDOOR HOLDING CO 0.1%

Value ($000) $1,004 Shares 587,000 Est. Cost $2.31 Unrealized -25.7%

RYI RYERSON HLDG CORP 0.1%

Value ($000) $755 Shares 30,000 Est. Cost $22.39 Unrealized +2.7%

HTLD HEARTLAND EXPRESS INC 0.0%

Value ($000) $542 Shares 60,000 Est. Cost $10.59 Unrealized -21.4%

TPB TURNING PT BRANDS INC 0.0%

Value ($000) $379 Shares 3,500 Est. Cost $53.39 Unrealized +83.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WRLD	WORLD ACCEP CORPORATION	1,512,424	$212,329	15.2%	$81.92	+83.7%	COM	981419104
CACC	CREDIT ACCEP CORP MICH	1,436,951	$637,230	45.5%	$107.75	+330.2%	COM	225310101
W	WAYFAIR INC	2,922,401	$293,438	20.9%	$53.95	+78.3%	CL A	94419L101
CMPR	CIMPRESS PLC	3,612,560	$240,560	17.2%	$129.96	-47.8%	SHS EURO	G2143T103
BTI	BRITISH AMERN TOB PLC	220,100	$12,462	0.9%	$31.45	—	SPONSORED ADR	110448107
LEN	LENNAR CORP	20,000	$2,056	0.1%	$123.58	-2.3%	CL A	526057104
POWW	OUTDOOR HOLDING CO	587,000	$1,004	0.1%	$2.31	-25.7%	COM	00175J107
RYI	RYERSON HLDG CORP	30,000	$755	0.1%	$22.39	+2.7%	COM	783754104
HTLD	HEARTLAND EXPRESS INC	60,000	$542	0.0%	$10.59	-21.4%	COM	422347104
TPB	TURNING PT BRANDS INC	3,500	$379	0.0%	$53.39	+83.2%	COM	90041L105