Prescott General Partners LLC
•CIK: 1538653•Filing: Q4 2025
**Prescott General Partners LLC** manages $1.4B across a concentrated portfolio of 10 positions. The fund exhibits significant conviction in select names, with its top holding in CACC representing $637.2M, accounting for over 45% of reported assets. Further substantial allocations include W at $293.4M and RYLBF at $240.6M. This structure suggests a high-conviction, concentrated approach targeting outsized returns within specific market sectors.
Total AUM
$1.4B
QoQ Performance
-2.2%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
CACC
W
CMPR
WRLD
CACC45.5%
W20.9%
CMPR17.2%
WRLD15.2%
BMTA0.9%
LEN0.1%
POWW0.1%
RYZ0.1%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other99.9%
Consumer0.1%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023