13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001839882-25-009076
Total Value
$127.1M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 496,423 | $101.0M | 79.41% |
| 2 | SEA LTD | SE | 105,000 | $11.1M | 8.76% |
| 3 | ONEWATER MARINE INC | ONEW | 398,811 | $6.9M | 5.45% |
| 4 | OSCAR HEALTH INC | OSCR | 270,000 | $3.6M | 2.85% |
| 5 | CITI TRENDS INC | CTRN | 94,181 | $2.5M | 1.94% |
| 6 | LEMONADE INC | LMND | 54,767 | $2.0M | 1.58% |