General Equity Holdings LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), General Equity Holdings LP reported 6 stock positions worth $127.1 million. Its top holding was Carvana (CVNA) at 79.4% of the portfolio, followed by Sea Ltd.-ADR (SE, 8.8%) and Onewater Marine Class A (ONEW, 5.5%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 2 and reduced 2. The biggest buy was a new position in Citi Trends (CTRN) and the biggest sale an exit from Cardlytics (CDLX).
- Most Recent 13F
- Q2 2026
- Location
- Brooklyn, NY
- CIK
- 0001700362
- Portfolio Value
- $127.1M (Q4 2024)
- SEC Filing
- 0001839882-25-009076 ↗ filed Feb 14, 2025
Holdings Value
Holdings 6 stocks · $127.1M
| CVNA Carvana Co. | 79.41% | 496,423 | $101.0M | Reduce -25.1% |
| SE Sea Ltd.-ADR | 8.76% | 105,000 | $11.1M | No change |
| ONEW Onewater Marine Inc. Class A | 5.45% | 398,811 | $6.9M | Add +14.6% |
| OSCR Oscar Health Inc. Class A | 2.85% | 270,000 | $3.6M | Add +17.4% |
| CTRN Citi Trends Inc. | 1.94% | 94,181 | $2.5M | New |
| LMND Lemonade Inc. | 1.58% | 54,767 | $2.0M | Reduce -76.2% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 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 |