General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 13
- +2 vs. Q3 2021
- Portfolio value
- $167.6M
- +$40.5M (+31.8%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ONEWOneWater Marine Inc. | CL A COM | 428,679 | $26.1M | 15.6% | +35,273+9.0% | Added | History |
| MEDMedifast Inc | COM | 101,937 | $21.3M | 12.7% | +101,937 | New | History |
| COMPCompass, Inc. | CL A | 2,291,901 | $20.8M | 12.4% | +1,243,908+118.7% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 82,326 | $14.7M | 8.7% | −5,000−5.7% | Reduced | History |
| PGNYProgyny, Inc. | COM | 265,759 | $13.4M | 8.0% | +87,650+49.2% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 69,497 | $11.2M | 6.7% | −12,000−14.7% | Reduced | History |
| ONEM1Life Healthcare Inc | COM | 623,300 | $11.0M | 6.5% | +623,300 | New | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 247,285 | $10.9M | 6.5% | +247,285 | New | History |
| AMPLAmplitude, Inc. | Stock | 200,174 | $10.6M | 6.3% | +200,174 | New | History |
| CVNACarvana Co. | CL A | 43,266 | $10.0M | 6.0% | +17,815+70.0% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 107,067 | $8.16M | 4.9% | +107,067 | New | History |
| OSCROscar Health, Inc. | CL A | 862,620 | $6.77M | 4.0% | +300,000+53.3% | Added | History |
| EWCZEuropean Wax Center, Inc. | CLASS A COM | 87,765 | $2.66M | 1.6% | +6,500+8.0% | Added | History |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.