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General Equity Holdings LP

SEC CIK
0001700362
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
6
0 vs. Q3 2024
Portfolio value
$127.1M
−$16.8M (−11.7%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of General Equity Holdings LP in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
CVNACarvana Co.CL A496,423$101.0M79.4%−166,040−25.1%ReducedHistory
SESea LtdSPONSORD ADS105,000$11.1M8.8%00.0%UnchangedHistory
ONEWOneWater Marine Inc.CL A COM398,811$6.93M5.5%+50,672+14.6%AddedHistory
OSCROscar Health, Inc.CL A270,000$3.63M2.9%+40,000+17.4%AddedHistory
CTRNCiti Trends IncCOM94,181$2.47M1.9%+94,181NewHistory
LMNDLemonade, Inc.Stock54,767$2.01M1.6%−175,233−76.2%ReducedHistory

Sold out since Q3 2024 (1)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of General Equity Holdings LP sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
CDLXCardlytics, Inc.COM533,472$1.71M1.2%History