General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 6
- 0 vs. Q4 2024
- Portfolio value
- $110.3M
- −$16.8M (−13.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 401,371 | $83.9M | 76.1% | −95,052−19.1% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 90,000 | $11.7M | 10.6% | −15,000−14.3% | Reduced | History |
| ONEWOneWater Marine Inc. | CL A COM | 398,811 | $6.45M | 5.8% | 00.0% | Unchanged | History |
| CTRNCiti Trends Inc | COM | 168,768 | $3.74M | 3.4% | +74,587+79.2% | Added | History |
| OSCROscar Health, Inc. | CL A | 270,000 | $3.54M | 3.2% | 00.0% | Unchanged | History |
| STKSONE Group Hospitality, Inc. | COM | 318,943 | $953.6K | 0.9% | +318,943 | New | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.