General Equity Holdings LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), General Equity Holdings LP reported 6 stock positions worth $110.3 million. Its top holding was Carvana (CVNA) at 76.1% of the portfolio, followed by Sea Ltd.-ADR (SE, 10.6%) and Onewater Marine Class A (ONEW, 5.8%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 2. The biggest buy was Citi Trends (CTRN, shares +79%) and the biggest sale Carvana (CVNA, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- Brooklyn, NY
- CIK
- 0001700362
- Portfolio Value
- $110.3M (Q1 2025)
- SEC Filing
- 0001999371-25-006214 ↗ filed May 15, 2025
Holdings Value
Holdings 6 stocks · $110.3M
| CVNA Carvana Co. | 76.05% | 401,371 | $83.9M | Reduce -19.1% |
| SE Sea Ltd.-ADR | 10.64% | 90,000 | $11.7M | Reduce -14.3% |
| ONEW Onewater Marine Inc. Class A | 5.85% | 398,811 | $6.5M | No change |
| CTRN Citi Trends Inc. | 3.39% | 168,768 | $3.7M | Add +79.2% |
| OSCR Oscar Health Inc. Class A | 3.21% | 270,000 | $3.5M | No change |
| STKS One Group Hospitality Inc. filed as THE ONE GROUP HOSPITALITY IN | 0.86% | 318,943 | $954K | New |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |