1y return+42.8%S&P 500 +20.9%
3y return+42.1%S&P 500 +68.5%
5y return−12.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2020: $127 against $242 in the S&P 500.2
Prescott General Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CACCCredit Accep Corp Mich | $915.0M | 46.8% | |
| Cimpress PLCCUSIP G2143T103 | $367.4M | 18.8% | |
| WRLDWorld Accep Corporation | $338.5M | 17.3% | |
| WWayfair Inc | $214.6M | 11.0% | |
| BTIBritish Amern Tob PLC | $56.8M | 2.9% | |
| LENLennar Corp | $29.2M | 1.5% | |
| AVTRAvantor Inc | $25.7M | 1.3% | |
| SAMBoston Beer Inc | $8.0M | 0.4% | |
| HTLDHeartland Express Inc | $913K | 0.0% | |
| RYZRyerson Hldg Corp | $738K | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WRLDWorld Accep Corporation | June 30, 2020 | +241.7% | $338.5M |
| BTIBritish Amern Tob PLC | June 30, 2024 | +99.7% | $56.8M |
| HTLDHeartland Express Inc | March 31, 2025 | +65.1% | $913K |
| CACCCredit Accep Corp Mich | June 30, 2020 | +52.0% | $915.0M |
| Cimpress PLCCUSIP G2143T103 | June 30, 2020 | +33.2% | $367.4M |
| AVTRAvantor Inc | March 31, 2026 | +26.3% | $25.7M |
| RYZRyerson Hldg Corp | March 31, 2025 | +7.2% | $738K |
| SAMBoston Beer Inc | March 31, 2026 | −23.2% | $8.0M |
| LENLennar Corp | September 30, 2025 | −28.2% | $29.2M |
| WWayfair Inc | June 30, 2020 | −53.2% | $214.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +43.4% | +14.8% |
| March 31, 2026 | −6.2% | −4.6% |
| December 31, 2025 | −2.2% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +9.6% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −3.5% | +2.1% |
| September 30, 2024 | −8.1% | +5.4% |
| June 30, 2024 | −9.1% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +11.5% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +32.0% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | −0.9% | +7.1% |
| September 30, 2022 | −12.5% | −5.3% |
| June 30, 2022 | −31.0% | −16.5% |
| March 31, 2022 | −24.4% | −4.9% |
| December 31, 2021 | −1.0% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Prescott General Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1538653&type=13F-HR&dateb=&owner=include&count=40CIK 1538653
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1538653/000110465926097104/Filed August 14, 2026 · accession 0001104659-26-097104