Arkolith/Funds/Prescott General Partners LLC

Prescott General Partners LLC

CIK 1538653Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Prescott General Partners LLC holds a concentrated book of 10 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Avantor Inc and trimmed Wayfair Inc- Class A. Their largest long position is Credit Acceptance Corp at 45% of the equity book.

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Use Arkolith to show Prescott General Partners LLC's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
2
existing
Trimmed
1
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
96%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
60%
Communication Services
19%
Consumer Discretionary
13%
Consumer Staples
5%
Industrials
2%
Health Care
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

10 positions
#SecurityValueShares% PortLast moveHistory
1Credit Accep Corp Mich
COM
$608.5M1.44M
44.6%
Held
2Cimpress PLC
SHS EURO
$263.7M3.61M
19.3%
Held
3World Accep Corporation
COM
$204.2M1.51M
15.0%
Held
4Wayfair Inc
CL A
$174.7M2.32M
12.8%
−21%
Reduced · −600K sh
5British Amern Tob PLC
SPONSORED ADR
$53.8M920.1K
3.9%
+318%
Added · +700K sh
6Lennar Corp
CL A
$28.0M323.0K
2.1%
16×
Added · +303K sh
7Avantor Inc
COM
$20.4M2.60M
1.5%
New
New position
8Boston Beer Inc
CL A
$10.4M45.0K
0.8%
New
New position
9Ryerson Hldg Corp
COM
$674K30.0K
0.0%
Held
10Heartland Express Inc
COM
$624K60.0K
0.0%
Held
Showing all 10 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202610$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202610$1.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202510$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20259$1.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.