General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 6
- 0 vs. Q1 2023
- Portfolio value
- $67.5M
- +$25.0M (+58.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 1,063,062 | $27.6M | 40.8% | +92,700+9.6% | Added | History |
| ONEWOneWater Marine Inc. | CL A COM | 540,282 | $19.6M | 29.0% | +40,049+8.0% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 92,625 | $7.42M | 11.0% | +14,478+18.5% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 160,221 | $5.66M | 8.4% | −1,579−1.0% | Reduced | History |
| PGNYProgyny, Inc. | COM | 104,347 | $4.11M | 6.1% | −7,439−6.7% | Reduced | History |
| CDLXCardlytics, Inc. | COM | 506,296 | $3.20M | 4.7% | −1,002,692−66.4% | Reduced | History |