General Equity Holdings LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), General Equity Holdings LP reported 6 stock positions worth $143.9 million. Its top holding was Carvana (CVNA) at 80.1% of the portfolio, followed by Sea Ltd.-ADR (SE, 6.9%) and Onewater Marine Class A (ONEW, 5.8%). Compared with Q2 2024, it opened 2 new positions, sold out of 1 and reduced 4. The biggest buy was a new position in Sea Ltd.-ADR (SE) and the biggest sale Carvana (CVNA, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- Brooklyn, NY
- CIK
- 0001700362
- Portfolio Value
- $143.9M (Q3 2024)
- SEC Filing
- 0001999371-24-014681 ↗ filed Nov 14, 2024
Holdings Value
Holdings 6 stocks · $143.9M
| CVNA Carvana Co. | 80.13% | 662,463 | $115.3M | Reduce -37.7% |
| SE Sea Ltd.-ADR | 6.88% | 105,000 | $9.9M | New |
| ONEW Onewater Marine Inc. Class A | 5.78% | 348,139 | $8.3M | Reduce -14.6% |
| OSCR Oscar Health Inc. Class A | 3.39% | 230,000 | $4.9M | New |
| LMND Lemonade Inc. | 2.63% | 230,000 | $3.8M | Reduce -27.0% |
| CDLX Cardlytics Inc. | 1.19% | 533,472 | $1.7M | Reduce -14.5% |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $167.5M | CVNA, SE, APP, JMIA, NU |
| Q1 2026 | 11 | $134.7M | CVNA, APP, SE, NU, ONEW |
| Q4 2025 | 12 | $160.0M | CVNA, SE, NU, CPNG, JMIA |
| Q3 2025 | 12 | $164.4M | CVNA, NU, ONEW, APP, SE |
| Q2 2025 | 10 | $132.1M | CVNA, SE, CPNG, ONEW, FOUR |
| Q1 2025 | 6 | $110.3M | CVNA, SE, ONEW, CTRN, OSCR |
| Q4 2024 | 6 | $127.1M | CVNA, SE, ONEW, OSCR, CTRN |
| Q3 2024 | 6 | $143.9M | CVNA, SE, ONEW, OSCR, LMND |
| Q2 2024 | 5 | $163.7M | CVNA, ONEW, PDD, LMND, CDLX |
| Q1 2024 | 4 | $120.4M | CVNA, ONEW, CDLX, PGNY |