General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 11
- −2 vs. Q1 2022
- Portfolio value
- $80.5M
- −$54.3M (−40.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ONEWOneWater Marine Inc. | CL A COM | 516,579 | $17.1M | 21.2% | +67,500+15.0% | Added | History |
| MEDMedifast Inc | COM | 87,459 | $15.8M | 19.6% | −6,465−6.9% | Reduced | History |
| CVNACarvana Co. | CL A | 390,307 | $8.81M | 10.9% | +309,779+384.7% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 61,497 | $7.11M | 8.8% | −8,000−11.5% | Reduced | History |
| OSHOak Street Health, Inc. | COM | 428,200 | $7.04M | 8.7% | +1,000+0.2% | Added | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 169,723 | $6.03M | 7.5% | −50,000−22.8% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 59,316 | $5.65M | 7.0% | −11,010−15.7% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 188,381 | $4.38M | 5.4% | −17,999−8.7% | Reduced | History |
| SPTSprout Social, Inc. | COM CL A | 57,686 | $3.35M | 4.2% | +57,686 | New | History |
| JYNTJOINT Corp | COM | 203,042 | $3.11M | 3.9% | 00.0% | Unchanged | History |
| PGNYProgyny, Inc. | COM | 75,056 | $2.18M | 2.7% | −143,703−65.7% | Reduced | History |
Sold out since Q1 2022 (3)
Positions held at the end of Q1 2022 that are gone from this filing.