13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q2 2025 · Filed August 18, 2025 · Accession 0001999371-25-011568
Total Value
$132.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 236,080 | $79.5M | 60.21% |
| 2 | SEA LTD | SE | 93,500 | $15.0M | 11.32% |
| 3 | COUPANG INC | CPNG | 254,100 | $7.6M | 5.76% |
| 4 | ONEWATER MARINE INC | ONEW | 470,246 | $6.3M | 4.77% |
| 5 | SHIFT4 PMTS INC | 82452J109 | 60,800 | $6.0M | 4.56% |
| 6 | OSCAR HEALTH INC | OSCR | 270,000 | $5.8M | 4.38% |
| 7 | CITI TRENDS INC | CTRN | 172,229 | $5.8M | 4.35% |
| 8 | ROOT INC | ROOT | 19,700 | $2.5M | 1.91% |
| 9 | NATIONAL VISION HLDGS INC | EYE | 80,000 | $1.8M | 1.39% |
| 10 | THE ONE GROUP HOSPITALITY INC | 88338K103 | 439,107 | $1.8M | 1.35% |