Prescott General Partners LLC Long-Term Concentrated

Location: Boca Raton, FL

CIK: 0001538653 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Mar 6, 2019

Total Value: $2.257B (100.0% shares, 0.0% debt)

Holdings (10)

CACC CREDIT ACCEP CORP MICH 31.9%

Value $719M Shares 2,222,789 Est. Cost $107.75 Unrealized +176.0%

— CIMPRESS N V 24.7%

Value $558M Shares 4,656,492 Est. Cost $74.93 Unrealized —

W WAYFAIR INC 13.9%

Value $313M Shares 3,903,764 Est. Cost $43.84 Unrealized +60.3%

WRLD WORLD ACCEP CORP DEL 7.3%

Value $164M Shares 2,037,495 Est. Cost $81.92 Unrealized -1.8%

YELP YELP INC 7.2%

Value $162M Shares 3,851,774 Est. Cost $24.33 Unrealized +82.8%

CPRT COPART INC 4.6%

Value $104M Shares 2,417,032 Est. Cost $5.96 Unrealized +63.4%

NUS NU SKIN ENTERPRISES INC 4.0%

Value $89.86M Shares 1,316,941 Est. Cost $47.91 Unrealized +3.1%

BFH ALLIANCE DATA SYSTEMS CORP 3.2%

Value $71.58M Shares 282,370 Est. Cost $118.19 Unrealized +36.8%

— SYSTEMAX INC 3.1%

Value $70.47M Shares 2,118,192 Est. Cost $9.46 Unrealized —

— BIOTIME INC 0.2%

Value $3.981M Shares 1,851,851 Est. Cost $3.45 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	2,222,789	$719M	31.9%	$107.75	+176.0%	COM	225310101
—	CIMPRESS N V	4,656,492	$558M	24.7%	$74.93	—	SHS EURO	N20146101
W	WAYFAIR INC	3,903,764	$313M	13.9%	$43.84	+60.3%	CL A	94419L101
WRLD	WORLD ACCEP CORP DEL	2,037,495	$164M	7.3%	$81.92	-1.8%	COM	981419104
YELP	YELP INC	3,851,774	$162M	7.2%	$24.33	+82.8%	CL A	985817105
CPRT	COPART INC	2,417,032	$104M	4.6%	$5.96	+63.4%	COM	217204106
NUS	NU SKIN ENTERPRISES INC	1,316,941	$89.86M	4.0%	$47.91	+3.1%	CL A	67018T105
BFH	ALLIANCE DATA SYSTEMS CORP	282,370	$71.58M	3.2%	$118.19	+36.8%	COM	018581108
—	SYSTEMAX INC	2,118,192	$70.47M	3.1%	$9.46	—	COM	871851101
—	BIOTIME INC	1,851,851	$3.981M	0.2%	$3.45	—	COM	09066L105