PGP
Prescott General Partners Portfolio holdings
AUM
$1.43B
1-Year Est. Return
4.82%
1 Year Est. Return
+4.82%
AUM
$1.43B
AUM Growth
+$113M
(+8.7%)
Holding
10
Top Buys
No buys this quarter
Sector Composition
| 1 | Financials | 76.03% |
| 2 | Industrials | 11.91% |
| 3 | Consumer Discretionary | 11.28% |
| 4 | Consumer Staples | 0.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Credit Acceptance
CACC
$5.08B
| $764M | 53.64% |
1,436,951
-115,477
|
|
||
2
World Acceptance Corp
WRLD
$607M
| $319M | 22.4% |
1,842,134
-32,649
|
|
||
3
Cimpress
CMPR
$1.83B
| $168M | 11.77% |
3,612,560
|
|
||
4
Wayfair
W
$13.3B
| $161M | 11.28% |
2,922,401
|
|
||
5
British American Tobacco
BTI
$112B
| $10.7M | 0.75% |
220,100
|
|
||
6
Outdoor Holding Co
POWW
$184M
| $763K | 0.05% |
587,000
|
|
||
7
Ryerson Holding
RYI
$685M
| $692K | 0.05% |
30,000
|
|
||
8
Heartland Express
HTLD
$585M
| $539K | 0.04% |
60,000
|
|
||
9
Turning Point Brands
TPB
$1.62B
| $253K | 0.02% |
3,500
|
|
||
10
Philip Morris
PM
$227B
| – | – |
-28,000
|
|