General Equity Holdings LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), General Equity Holdings LP reported 5 stock positions worth $163.7 million. Its top holding was Carvana (CVNA) at 83.6% of the portfolio, followed by Onewater Marine Class A (ONEW, 6.9%) and PDD (PDD, 3.2%). Compared with Q1 2024, it opened 2 new positions, sold out of 1 and reduced 1. The biggest buy was a new position in PDD (PDD) and the biggest sale Onewater Marine Class A (ONEW, shares −18%).

Most Recent 13F
Q2 2026
Location
Brooklyn, NY
CIK
0001700362
Portfolio Value
$163.7M (Q2 2024)
SEC Filing
0001839882-24-025851 ↗ filed Aug 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $120.4M Q1 2024 Q2 2024: $163.7M $163.7M Q2 2024 Q3 2024: $143.9M Q3 2024 Q4 2024: $127.1M Q4 2024 Q1 2025: $110.3M Q1 2025 Q2 2025: $132.1M Q2 2025 Q3 2025: $164.4M Q3 2025 Q4 2025: $160.0M Q4 2025 Q1 2026: $134.7M Q1 2026 Q2 2026: $167.5M Q2 2026

Holdings 5 stocks · $163.7M
CVNA Carvana Co. 83.58% 1,063,062 $136.8M No change
ONEW Onewater Marine Inc. Class A 6.86% 407,490 $11.2M Reduce -17.6%
PDD PDD Holdings Inc. 3.25% 40,000 $5.3M New
LMND Lemonade Inc. 3.17% 315,000 $5.2M New
CDLX Cardlytics Inc. 3.13% 624,058 $5.1M No change

Portfolio Sells Q1 2024 → Q2 2024
ONEW Onewater Marine Inc. Class A Reduce -17.6% 6.86% −4.70
PGNY Progyny Inc. Sold out 0.00% −3.31

Portfolio Buys Q1 2024 → Q2 2024
PDD PDD Holdings Inc. New 3.25% +3.25
LMND Lemonade Inc. New 3.17% +3.17

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$167.5MCVNA, SE, APP, JMIA, NU
Q1 2026 11$134.7MCVNA, APP, SE, NU, ONEW
Q4 2025 12$160.0MCVNA, SE, NU, CPNG, JMIA
Q3 2025 12$164.4MCVNA, NU, ONEW, APP, SE
Q2 2025 10$132.1MCVNA, SE, CPNG, ONEW, FOUR
Q1 2025 6$110.3MCVNA, SE, ONEW, CTRN, OSCR
Q4 2024 6$127.1MCVNA, SE, ONEW, OSCR, CTRN
Q3 2024 6$143.9MCVNA, SE, ONEW, OSCR, LMND
Q2 2024 5$163.7MCVNA, ONEW, PDD, LMND, CDLX
Q1 2024 4$120.4MCVNA, ONEW, CDLX, PGNY