General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 6
- 0 vs. Q2 2023
- Portfolio value
- $81.9M
- +$14.4M (+21.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 1,063,062 | $44.6M | 54.5% | 00.0% | Unchanged | History |
| ONEWOneWater Marine Inc. | CL A COM | 494,674 | $12.7M | 15.5% | −45,608−8.4% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 92,625 | $8.46M | 10.3% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 476,215 | $7.86M | 9.6% | −30,081−5.9% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 160,221 | $4.74M | 5.8% | 00.0% | Unchanged | History |
| PGNYProgyny, Inc. | COM | 104,347 | $3.55M | 4.3% | 00.0% | Unchanged | History |