General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 5
- −1 vs. Q3 2023
- Portfolio value
- $86.4M
- +$4.46M (+5.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 1,063,062 | $56.3M | 65.2% | 00.0% | Unchanged | History |
| ONEWOneWater Marine Inc. | CL A COM | 494,674 | $16.7M | 19.4% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 624,058 | $5.75M | 6.7% | +147,843+31.0% | Added | History |
| PGNYProgyny, Inc. | COM | 104,347 | $3.88M | 4.5% | 00.0% | Unchanged | History |
| CFLTConfluent, Inc. | CLASS A COM | 160,221 | $3.75M | 4.3% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.