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Prescott General Partners LLC
kapitalforvalter · portefølje $1.96 mia. · 10 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 10
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i kvartalet |
|---|---|---|---|---|
| Credit Acceptance Corporatio… US:CACC | 1 436 951 | $915 mio. | 46.75% | — |
| CIMPRESS PLC CUSIP G2143T103 | 3 612 560 | $367 mio. | 18.77% | — |
| WORLD ACCEPTANCE CORP US:WRLD | 1 512 424 | $339 mio. | 17.30% | — |
| Wayfair Inc US:W | 2 322 401 | $215 mio. | 10.97% | — |
| British American Tobacco p.l… US:BTI | 920 100 | $56.8 mio. | 2.90% | — |
| LENNAR CORP US:LEN | 323 000 | $29.2 mio. | 1.49% | — |
| Avantor Inc US:AVTR | 2 600 000 | $25.7 mio. | 1.32% | — |
| Boston Beer Company Inc US:SAM | 45 000 | $7.97 mio. | 0.41% | — |
| Heartland Express Inc US:HTLD | 60 000 | $913 t. | 0.05% | — |
| Ryerson Holding Corporation US:RYZ | 30 000 | $738 t. | 0.04% | — |
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