Prescott General Partners LLC: WAYFAIR INC (W): Quarterly 13F Position History
As of Q1 2026, Prescott General Partners LLC reported 2,322,401 shares of WAYFAIR INC (W), worth $174.7M and representing 12.8% of its 13F equity book. Quarter-over-quarter share count change: 600,000 (-20.5%) . The position first appeared in Q3 2016 and has been disclosed across 39 13F-HR filings in Pactolio's tracked window.
- 2,322,401Shares Held (Latest Filing)
- $174.7MReported Market Value (Latest Filing)
- 12.8%Portfolio Weight (% of 13F Equity Book)
- 600,000Quarter-over-Quarter Share Change
- -$118.8MQuarter-over-Quarter Value Change
- 4,639,102Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 39 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,322,401 | 600,000 | -20.5% | $174.7M | 12.8% | $75.2 |
| Q4 2025 | 2,922,401 | 0 | — | $293.4M | 20.9% | $100.4 |
| Q3 2025 | 2,922,401 | 0 | — | $261.1M | 18.2% | $89.3 |
| Q2 2025 | 2,922,401 | 0 | — | $160.8M | 11.3% | $55.0 |
| Q1 2025 | 2,922,401 | 0 | — | $93.6M | 7.1% | $32.0 |
| Q4 2024 | 2,922,401 | 829,863 | -22.1% | $129.5M | 9.5% | $44.3 |
| Q3 2024 | 3,752,264 | 0 | — | $210.8M | 14.1% | $56.2 |
| Q2 2024 | 3,752,264 | 70,975 | -1.9% | $197.9M | 12.1% | $52.7 |
| Q1 2024 | 3,823,239 | 0 | — | $259.5M | 14.4% | $67.9 |
| Q4 2023 | 3,823,239 | 0 | — | $235.9M | 13.6% | $61.7 |
| Q3 2023 | 3,823,239 | 0 | — | $231.6M | 14.7% | $60.6 |
| Q2 2023 | 3,823,239 | 0 | — | $248.5M | 15.3% | $65.0 |
| Q1 2023 | 3,823,239 | 0 | — | $131.3M | 10.4% | $34.3 |
| Q4 2022 | 3,823,239 | 0 | — | $125.7M | 10.2% | $32.9 |
| Q3 2022 | 3,823,239 | 0 | — | $124.4M | 9.8% | $32.5 |
| Q2 2022 | 3,823,239 | 0 | — | $166.5M | 11.4% | $43.6 |
| Q1 2022 | 3,823,239 | 0 | — | $423.5M | 19.3% | $110.8 |
| Q4 2021 | 3,823,239 | 0 | — | $726.3M | 24.9% | $190.0 |
| Q3 2021 | 3,823,239 | 0 | — | $976.9M | 32.9% | $255.5 |
| Q2 2021 | 3,823,239 | 149,991 | -3.8% | $1.2B | 39.3% | $315.7 |
| Q1 2021 | 3,973,230 | 123,766 | -3.0% | $1.3B | 43.1% | $314.8 |
| Q4 2020 | 4,096,996 | 0 | — | $925.1M | 38.5% | $225.8 |
| Q3 2020 | 4,096,996 | 542,106 | -11.7% | $1.2B | 47.3% | $291.0 |
| Q2 2020 | 4,639,102 | 0 | — | $916.7M | 39.4% | $197.6 |
| Q1 2020 | 4,639,102 | +1,122,496 | +31.9% | $247.9M | 21.3% | $53.4 |
| Q4 2019 | 3,516,606 | 0 | — | $317.8M | 14.3% | $90.4 |
| Q3 2019 | 3,516,606 | 0 | — | $394.3M | 15.5% | $112.1 |
| Q2 2019 | 3,516,606 | 0 | — | $513.4M | 19.7% | $146.0 |
| Q1 2019 | 3,516,606 | 691,016 | -16.4% | $522.0M | 21.6% | $148.4 |
| Q4 2018 | 4,207,622 | 0 | — | $379.0M | 16.7% | $90.1 |
| Q3 2018 | 4,207,622 | 0 | — | $621.3M | 20.9% | $147.7 |
| Q2 2018 | 4,207,622 | 0 | — | $499.7M | 18.9% | $118.8 |
| Q1 2018 | 4,207,622 | +179,568 | +4.5% | $284.1M | 11.9% | $67.5 |
| Q4 2017 | 4,028,054 | +698,815 | +21.0% | $323.3M | 13.8% | $80.3 |
| Q3 2017 | 3,329,239 | +69,455 | +2.1% | $224.4M | 11.7% | $67.4 |
| Q2 2017 | 3,259,784 | 0 | — | $250.6M | 13.5% | $76.9 |
| Q1 2017 | 3,259,784 | 0 | — | $132.0M | 8.6% | $40.5 |
| Q4 2016 | 3,259,784 | +1,374,319 | +72.9% | $114.3M | 6.7% | $35.0 |
| Q3 2016 | 1,885,465 | — | — | $74.2M | 4.5% | $39.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Prescott General Partners LLC first disclose a W position in 13F-HR filings?
Prescott General Partners LLC first reported WAYFAIR INC (W) on its 13F-HR filing for the period ending 2016-09-30 (Q3 2016). The position has appeared on 39 reported quarters within Pactolio's tracked window.
What was Prescott General Partners LLC's most recent quarter-over-quarter share-count change in W?
Between Q4 2025 and Q1 2026, Prescott General Partners LLC reduced its W position by 600,000 shares (-20.5%), leaving 2,322,401 shares at a market value of $174.7M.
Does the implied price-per-share represent Prescott General Partners LLC's cost basis in W?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.