SEC 13F Intelligence

Managers / Q4 2023 · view latest →

Prescott General Partners LLC

CIK 0001538653 · 2200 BUTTS ROAD, SUITE 320, BOCA RATON, FL, 33431 · 561-314-0800

Reported Value
$1.7B
Q4 2023
Positions
9
Filings on Record
31
2019–present window
Filed
Feb 14, 2024
original filing

Summary

Prescott General Partners LLC reported $1.7B in U.S.-listed holdings across 9 positions for Q4 2023.

The portfolio is heavily concentrated: CACC alone accounts for 47.9% of reported value.

Compared with Q3 2023, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+0.8%
vs prior filed quarter
Largest Position
+47.9%
Credit Accep Corp Mich

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.3BQ4 ’18Q1 ’19: $2.4BQ2 ’19: $2.6BQ3 ’19: $2.5BQ4 ’19: $2.2BQ4 ’19Q1 ’20: $1.2BQ2 ’20: $2.3BQ3 ’20: $2.5BQ4 ’20: $2.4BQ4 ’20Q1 ’21: $2.9BQ2 ’21: $3.1BQ3 ’21: $3.0BQ4 ’21: $2.9BQ4 ’21Q1 ’22: $2.2BQ2 ’22: $1.5BQ3 ’22: $1.3BQ4 ’22: $1.2BQ4 ’22Q1 ’23: $1.3BQ2 ’23: $1.6BQ3 ’23: $1.6BQ4 ’23: $1.7BQ4 ’23Q1 ’24: $1.8BQ2 ’24: $1.6BQ3 ’24: $1.5BQ4 ’24: $1.4BQ4 ’24Q1 ’25: $1.3BQ2 ’25: $1.4BQ3 ’25: $1.4BQ4 ’25: $1.4BQ4 ’25Q1 ’26: $1.4Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 82.0%Other: 18.0%
  • Common Stock · 82.0% · $1.4B
  • Other · 18.0% · $313M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GRNDGRINDR INCSOLD OUT−2.28M0−$13M$0
CACCCREDIT ACCEP CORP MICHHELD+01.56M+$113M$831M
CIMPRESS PLCHELD+03.91M+$39M$313M
WRLDWORLD ACCEP CORP DELHELD+02.04M+$7M$266M
GICGLOBAL INDUSTRIAL COMPANYHELD+01.07M+$6M$42M
YELPYELP INCHELD+0918.4K+$5M$43M
WWAYFAIR INCHELD+03.82M+$4M$236M
LCTXLINEAGE CELL THERAPEUTICS INHELD+01.85M−$166,666$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

9 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1CACCCREDIT ACCEP CORP MICHhistory →COM47.92%$831M1.56M
2CIMPRESS PLCSHS EURO18.03%$313M3.91M
3WRLDWORLD ACCEP CORP DELhistory →COM15.33%$266M2.04M
4WWAYFAIR INChistory →CL A13.60%$236M3.82M
5YELPYELP INChistory →CL A2.51%$43M918.4K
6GICGLOBAL INDUSTRIAL COMPANYhistory →COM2.40%$42M1.07M
7LCTXLINEAGE CELL THERAPEUTICS INCOM0.12%$2M1.85M
8HUMAHUMACYTE INCCOM0.09%$2M568.2K
9AGEGBPAGEX THEREPEUTICS INCCOM0.00%$71,296185.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.4B10May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.4B10Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.4B10Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B9Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.3B10May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.4B9Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B9Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.6B9Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.8B7May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.7B9Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.6B10Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.6B10Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.3B10May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.2B10Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.3B10Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.5B12Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.2B12May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.9B15Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.0B14Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.1B9Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.9B10May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.4B10Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.5B10Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.3B10Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.2B9May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.2B10Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.5B10Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.6B10Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.4B10May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.3B11Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.