Prescott General Partners

Prescott General Partners

报告期

Q1 2026

组合日期

2026年3月31日

持股数

10

市值

$1.4B

持仓价值趋势

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

前五大持仓

1

$CACC

Credit Acceptance Corporation

44.6%

占比

2

$CMPR

Cimpress plc

19.3%

占比

3

$WRLD

World Acceptance Corporation

15.0%

占比

4

$W

Wayfair Inc.

12.8%

占比

5

$BTI

British American Tobacco p.l.c.

3.9%

占比

历史持仓

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%

披露后主要贡献者

披露价至今涨跌幅，按组合贡献排序

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

行业分析

Others0.0%
金融59.5%
医疗保健1.5%
工业19.4%
日常消费4.7%
可选消费14.8%

交易摘要

1

$AVTR

1.5%

2

$SAM

0.8%

全部持仓

1

$CACC

44.6%

2

$CMPR

19.3%

3

$WRLD

15.0%

4

$W

12.8%

5

$BTI

3.9%

6

$LEN

2.0%

7

$AVTR

1.5%

8

$SAM

0.8%

9

$RYI

0.1%

10

$HTLD

0.1%