PGP
Prescott General Partners Portfolio holdings
AUM
$1.4B
1-Year Est. Return
32.2%
This Fund
S&P 500
1 Year Est. Return
+32.2%
AUM
$1.4B
AUM Growth
-$31.4M
(-2.2%)
Holding
10
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 60.65% |
| 2 | Consumer Discretionary | 21.1% |
| 3 | Industrials | 17.34% |
| 4 | Consumer Staples | 0.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Credit Acceptance
CACC
$4.78B
| $637M | 45.49% |
1,436,951
|
|
||
2
Wayfair
W
$10.3B
| $293M | 20.95% |
2,922,401
|
|
||
3
Cimpress
CMPR
$1.73B
| $241M | 17.17% |
3,612,560
|
|
||
4
World Acceptance Corp
WRLD
$658M
| $212M | 15.16% |
1,512,424
|
|
||
5
British American Tobacco
BTI
$132B
| $12.5M | 0.89% |
220,100
|
|
||
6
Lennar Class A
LEN
$23.8B
| $2.06M | 0.15% |
20,000
|
|
||
7
Outdoor Holding Co
POWW
$243M
| $1M | 0.07% |
587,000
|
|
||
|
RYZ
8
Ryerson Holding Corporation
RYZ
$1.09B
| $755K | 0.05% |
30,000
|
|
||
9
Heartland Express
HTLD
$738M
| $542K | 0.04% |
60,000
|
|
||
10
Turning Point Brands
TPB
$1.77B
| $379K | 0.03% |
3,500
|
|