General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 18, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 10
- +4 vs. Q1 2025
- Portfolio value
- $132.1M
- +$21.8M (+19.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 236,080 | $79.5M | 60.2% | −165,291−41.2% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 93,500 | $15.0M | 11.3% | +3,500+3.9% | Added | History |
| CPNGCoupang, Inc. | CL A | 254,100 | $7.61M | 5.8% | +254,100 | New | History |
| ONEWOneWater Marine Inc. | CL A COM | 470,246 | $6.30M | 4.8% | +71,435+17.9% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 60,800 | $6.03M | 4.6% | +60,800 | New | History |
| OSCROscar Health, Inc. | CL A | 270,000 | $5.79M | 4.4% | 00.0% | Unchanged | History |
| CTRNCiti Trends Inc | COM | 172,229 | $5.75M | 4.4% | +3,461+2.1% | Added | History |
| ROOTRoot, Inc. | CL A NEW | 19,700 | $2.52M | 1.9% | +19,700 | New | History |
| EYENational Vision Holdings, Inc. | COM | 80,000 | $1.84M | 1.4% | +80,000 | New | History |
| STKSONE Group Hospitality, Inc. | COM | 439,107 | $1.78M | 1.3% | +120,164+37.7% | Added | History |