General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 6
- −1 vs. Q4 2022
- Portfolio value
- $42.5M
- +$1.93M (+4.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ONEWOneWater Marine Inc. | CL A COM | 500,233 | $14.0M | 32.9% | 00.0% | Unchanged | History |
| CVNACarvana Co. | CL A | 970,362 | $9.50M | 22.4% | −30,250−3.0% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 78,147 | $6.38M | 15.0% | +8,000+11.4% | Added | History |
| CDLXCardlytics, Inc. | COM | 1,508,988 | $5.12M | 12.1% | +628,907+71.5% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 161,800 | $3.89M | 9.2% | +43,700+37.0% | Added | History |
| PGNYProgyny, Inc. | COM | 111,786 | $3.59M | 8.5% | +38,247+52.0% | Added | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.