Prescott General Partners

Prescott General Partners

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

10

Market Value

$1.4B

Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
CACC44.6%45.5%46.9%53.6%
CMPR19.3%17.2%15.9%11.8%
WRLD15.0%15.2%17.9%22.4%
W12.8%20.9%18.2%11.3%
BTI3.9%0.9%0.8%0.8%
LEN2.0%0.1%0.2%-
AVTR1.5%---
SAM0.8%---
RYI0.1%0.1%0.1%0.1%
HTLD0.1%0.0%0.0%0.0%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

CACC+33.03%
WRLD+28.41%
CMPR+15.89%
W+8.48%

Sector Analysis

Others0.0%
Financials59.5%
Healthcare1.5%
Industrials19.4%
Consumer Staples4.7%
Consumer Discretionary14.8%

Trading Summary