General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 13
- 0 vs. Q4 2021
- Portfolio value
- $134.8M
- −$32.8M (−19.6%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COMPCompass, Inc. | CL A | 2,046,248 | $16.1M | 11.9% | −245,653−10.7% | Reduced | History |
| MEDMedifast Inc | COM | 93,924 | $16.0M | 11.9% | −8,013−7.9% | Reduced | History |
| ONEWOneWater Marine Inc. | CL A COM | 449,079 | $15.5M | 11.5% | +20,400+4.8% | Added | History |
| OSHOak Street Health, Inc. | COM | 427,200 | $11.5M | 8.5% | +427,200 | New | History |
| PGNYProgyny, Inc. | COM | 218,759 | $11.2M | 8.3% | −47,000−17.7% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 70,326 | $10.7M | 7.9% | −12,000−14.6% | Reduced | History |
| CVNACarvana Co. | CL A | 80,528 | $9.61M | 7.1% | +37,262+86.1% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 69,497 | $9.40M | 7.0% | 00.0% | Unchanged | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 219,723 | $8.66M | 6.4% | −27,562−11.1% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 206,380 | $8.46M | 6.3% | +99,313+92.8% | Added | History |
| JYNTJOINT Corp | COM | 203,042 | $7.19M | 5.3% | +203,042 | New | History |
| OSCROscar Health, Inc. | CL A | 572,620 | $5.71M | 4.2% | −290,000−33.6% | Reduced | History |
| REALTheRealReal, Inc. | COM | 660,000 | $4.79M | 3.6% | +660,000 | New | History |
Sold out since Q4 2021 (3)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| ONEM1Life Healthcare Inc | COM | 623,300 | $11.0M | 6.5% | History |
| AMPLAmplitude, Inc. | Stock | 200,174 | $10.6M | 6.3% | History |
| EWCZEuropean Wax Center, Inc. | CLASS A COM | 87,765 | $2.66M | 1.6% | History |