13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001839882-24-025851
Total Value
$163.7M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 1,063,062 | $136.8M | 83.58% |
| 2 | ONEWATER MARINE INC | ONEW | 407,490 | $11.2M | 6.86% |
| 3 | PDD HOLDINGS INC | PDD | 40,000 | $5.3M | 3.25% |
| 4 | LEMONADE INC | LMND | 315,000 | $5.2M | 3.17% |
| 5 | CARDLYTICS INC | CDLX | 624,058 | $5.1M | 3.13% |