General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 6
- +1 vs. Q2 2024
- Portfolio value
- $143.9M
- −$19.8M (−12.1%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 662,463 | $115.3M | 80.1% | −400,599−37.7% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 105,000 | $9.90M | 6.9% | +105,000 | New | History |
| ONEWOneWater Marine Inc. | CL A COM | 348,139 | $8.32M | 5.8% | −59,351−14.6% | Reduced | History |
| OSCROscar Health, Inc. | CL A | 230,000 | $4.88M | 3.4% | +230,000 | New | History |
| LMNDLemonade, Inc. | Stock | 230,000 | $3.79M | 2.6% | −85,000−27.0% | Reduced | History |
| CDLXCardlytics, Inc. | COM | 533,472 | $1.71M | 1.2% | −90,586−14.5% | Reduced | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.