General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 4
- −1 vs. Q4 2023
- Portfolio value
- $120.4M
- +$34.0M (+39.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 1,063,062 | $93.5M | 77.6% | 00.0% | Unchanged | History |
| ONEWOneWater Marine Inc. | CL A COM | 494,674 | $13.9M | 11.6% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 624,058 | $9.04M | 7.5% | 00.0% | Unchanged | History |
| PGNYProgyny, Inc. | COM | 104,347 | $3.98M | 3.3% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.