Prescott General Partners LLC — WAYFAIR INC W: Quarterly 13F Position History
Prescott General Partners LLC has reported WAYFAIR INC (W) on 39 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2016. As of Q1 2026, the position is sized at 2,322,401 shares ($174.7M market value, 12.80% of the equity book). Quarter-over-quarter share count change: 600,000 (-20.5%) .
- 2,322,401Shares Held (Latest Filing)
- $174.7MReported Market Value (Latest Filing)
- 12.80%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 | 12.80% | $75.21 |
| Q4 2025 | 2,922,401 | 0 | — | $293.4M | 20.95% | $100.41 |
| Q3 2025 | 2,922,401 | 0 | — | $261.1M | 18.23% | $89.33 |
| Q2 2025 | 2,922,401 | 0 | — | $160.8M | 11.28% | $55.03 |
| Q1 2025 | 2,922,401 | 0 | — | $93.6M | 7.14% | $32.03 |
| Q4 2024 | 2,922,401 | 829,863 | -22.1% | $129.5M | 9.53% | $44.32 |
| Q3 2024 | 3,752,264 | 0 | — | $210.8M | 14.05% | $56.18 |
| Q2 2024 | 3,752,264 | 70,975 | -1.9% | $197.9M | 12.10% | $52.73 |
| Q1 2024 | 3,823,239 | 0 | — | $259.5M | 14.40% | $67.88 |
| Q4 2023 | 3,823,239 | 0 | — | $235.9M | 13.60% | $61.70 |
| Q3 2023 | 3,823,239 | 0 | — | $231.6M | 14.72% | $60.57 |
| Q2 2023 | 3,823,239 | 0 | — | $248.5M | 15.28% | $65.01 |
| Q1 2023 | 3,823,239 | 0 | — | $131.3M | 10.40% | $34.34 |
| Q4 2022 | 3,823,239 | 0 | — | $125.7M | 10.21% | $32.89 |
| Q3 2022 | 3,823,239 | 0 | — | $124.4M | 9.77% | $32.55 |
| Q2 2022 | 3,823,239 | 0 | — | $166.5M | 11.43% | $43.56 |
| Q1 2022 | 3,823,239 | 0 | — | $423.5M | 19.31% | $110.78 |
| Q4 2021 | 3,823,239 | 0 | — | $726.3M | 24.86% | $189.97 |
| Q3 2021 | 3,823,239 | 0 | — | $976.9M | 32.94% | $255.51 |
| Q2 2021 | 3,823,239 | 149,991 | -3.8% | $1.21B | 39.28% | $315.71 |
| Q1 2021 | 3,973,230 | 123,766 | -3.0% | $1.25B | 43.09% | $314.75 |
| Q4 2020 | 4,096,996 | 0 | — | $925.1M | 38.52% | $225.81 |
| Q3 2020 | 4,096,996 | 542,106 | -11.7% | $1.19B | 47.26% | $291.01 |
| Q2 2020 | 4,639,102 | 0 | — | $916.7M | 39.44% | $197.61 |
| Q1 2020 | 4,639,102 | +1,122,496 | +31.9% | $247.9M | 21.32% | $53.44 |
| Q4 2019 | 3,516,606 | 0 | — | $317.8M | 14.28% | $90.37 |
| Q3 2019 | 3,516,606 | 0 | — | $394.3M | 15.47% | $112.12 |
| Q2 2019 | 3,516,606 | 0 | — | $513.4M | 19.69% | $146.00 |
| Q1 2019 | 3,516,606 | 691,016 | -16.4% | $522.0M | 21.58% | $148.45 |
| Q4 2018 | 4,207,622 | 0 | — | $379.0M | 16.74% | $90.08 |
| Q3 2018 | 4,207,622 | 0 | — | $621.3M | 20.93% | $147.67 |
| Q2 2018 | 4,207,622 | 0 | — | $499.7M | 18.90% | $118.76 |
| Q1 2018 | 4,207,622 | +179,568 | +4.5% | $284.1M | 11.85% | $67.53 |
| Q4 2017 | 4,028,054 | +698,815 | +21.0% | $323.3M | 13.83% | $80.27 |
| Q3 2017 | 3,329,239 | +69,455 | +2.1% | $224.4M | 11.65% | $67.40 |
| Q2 2017 | 3,259,784 | 0 | — | $250.6M | 13.45% | $76.88 |
| Q1 2017 | 3,259,784 | 0 | — | $132.0M | 8.62% | $40.49 |
| Q4 2016 | 3,259,784 | +1,374,319 | +72.9% | $114.3M | 6.66% | $35.05 |
| Q3 2016 | 1,885,465 | — | — | $74.2M | 4.46% | $39.37 |
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.