Prescott General Partners LLC Long-Term Concentrated

Location: BOCA RATON, FL

CIK: 0001538653 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $1.365B (100.0% shares, 0.0% debt)

Holdings (10)

New Positions (2)

AVTR AVANTOR INC 1.5%

Value $20.38M Shares 2,600,000 Est. Cost $11.00 Unrealized 0.0%

SAM BOSTON BEER INC 0.8%

Value $10.37M Shares 45,000 Est. Cost $222.47 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AVTR	AVANTOR INC	2,600,000	$20.38M	1.5%	$11.00	0.0%	COM	05352A100
SAM	BOSTON BEER INC	45,000	$10.37M	0.8%	$222.47	0.0%	CL A	100557107

Increased Positions (2)

BTI BRITISH AMERN TOB PLC 3.9%

Value $53.8M (+331.7%) Shares 920,100 (+318.0%) Est. Cost $52.01 Unrealized —

LEN LENNAR CORP 2.1%

Value $28.05M (+1264.3%) Shares 323,000 (+1515.0%) Est. Cost $115.02 Unrealized -0.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BTI	BRITISH AMERN TOB PLC	920,100 (+318.0%)	$53.8M (+331.7%)	3.9%	$52.01	—	SPONSORED ADR	110448107
LEN	LENNAR CORP	323,000 (+1515.0%)	$28.05M (+1264.3%)	2.1%	$115.02	-0.5%	CL A	526057104

Exited Positions (2)

POWW OUTDOOR HOLDING CO 0.1%

Value $1.004M Shares 587,000 Est. Cost $2.31 Unrealized -20.9%

TPB TURNING PT BRANDS INC 0.0%

Value $379K Shares 3,500 Est. Cost $53.39 Unrealized +129.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
POWW	OUTDOOR HOLDING CO	587,000	$1.004M	0.1%	$2.31	-20.9%	—	00175J107
TPB	TURNING PT BRANDS INC	3,500	$379K	0.0%	$53.39	+129.8%	—	90041L105

Decreased Positions (1)

W WAYFAIR INC 12.8%

Value $175M (-40.5%) Shares 2,322,401 (-20.5%) Est. Cost $53.95 Unrealized +84.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
W	WAYFAIR INC	2,322,401 (-20.5%)	$175M (-40.5%)	12.8%	$53.95	+84.3%	CL A	94419L101

Unchanged Positions (5)

CACC CREDIT ACCEP CORP MICH 44.6%

Value $608M Shares 1,436,951 Est. Cost $107.75 Unrealized +343.0%

CMPR CIMPRESS PLC 19.3%

Value $264M Shares 3,612,560 Est. Cost $129.96 Unrealized -42.1%

WRLD WORLD ACCEP CORPORATION 15.0%

Value $204M Shares 1,512,424 Est. Cost $81.92 Unrealized +62.3%

HTLD HEARTLAND EXPRESS INC 0.0%

Value $624K Shares 60,000 Est. Cost $10.59 Unrealized +1.9%

RYZ RYERSON HLDG CORP 0.0%

Value $674K Shares 30,000 Est. Cost $22.39 Unrealized +25.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	1,436,951	$608M	44.6%	$107.75	+343.0%	COM	225310101
CMPR	CIMPRESS PLC	3,612,560	$264M	19.3%	$129.96	-42.1%	SHS EURO	G2143T103
WRLD	WORLD ACCEP CORPORATION	1,512,424	$204M	15.0%	$81.92	+62.3%	COM	981419104
HTLD	HEARTLAND EXPRESS INC	60,000	$624K	0.0%	$10.59	+1.9%	COM	422347104
RYZ	RYERSON HLDG CORP	30,000	$674K	0.0%	$22.39	+25.3%	COM	783754104