13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001999371-25-006214
Total Value
$110.3M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 401,371 | $83.9M | 76.05% |
| 2 | SEA LTD | SE | 90,000 | $11.7M | 10.64% |
| 3 | ONEWATER MARINE INC | ONEW | 398,811 | $6.5M | 5.85% |
| 4 | CITI TRENDS INC | CTRN | 168,768 | $3.7M | 3.39% |
| 5 | OSCAR HEALTH INC | OSCR | 270,000 | $3.5M | 3.21% |
| 6 | THE ONE GROUP HOSPITALITY INC | 88338K103 | 318,943 | $953,640 | 0.86% |