13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001140361-24-026225
Total Value
$120.4M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 1,063,062 | $93.5M | 77.62% |
| 2 | ONEWATER MARINE INC | ONEW | 494,674 | $13.9M | 11.57% |
| 3 | CARDLYTICS INC | CDLX | 624,058 | $9.0M | 7.51% |
| 4 | PROGYNY INC | PGNY | 104,347 | $4.0M | 3.31% |