General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 12
- +1 vs. Q2 2022
- Portfolio value
- $64.2M
- −$16.3M (−20.3%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ONEWOneWater Marine Inc. | CL A COM | 521,579 | $15.7M | 24.5% | +5,000+1.0% | Added | History |
| CVNACarvana Co. | CL A | 572,187 | $11.6M | 18.1% | +181,880+46.6% | Added | History |
| OSHOak Street Health, Inc. | COM | 285,700 | $7.00M | 10.9% | −142,500−33.3% | Reduced | History |
| CDLXCardlytics, Inc. | COM | 643,906 | $6.05M | 9.4% | +643,906 | New | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 104,723 | $4.42M | 6.9% | −65,000−38.3% | Reduced | History |
| PGNYProgyny, Inc. | COM | 103,856 | $3.85M | 6.0% | +28,800+38.4% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 51,747 | $3.82M | 5.9% | −9,750−15.9% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 154,081 | $3.66M | 5.7% | −34,300−18.2% | Reduced | History |
| JYNTJOINT Corp | COM | 231,716 | $3.64M | 5.7% | +28,674+14.1% | Added | History |
| SPTSprout Social, Inc. | COM CL A | 41,104 | $2.49M | 3.9% | −16,582−28.7% | Reduced | History |
| GPIGroup 1 Automotive Inc | COM | 9,454 | $1.35M | 2.1% | +9,454 | New | History |
| OPENOpendoor Technologies Inc. | COM | 184,433 | $574.0K | 0.9% | +184,433 | New | History |
Sold out since Q2 2022 (2)
Positions held at the end of Q2 2022 that are gone from this filing.