General Equity Holdings LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
General Equity Holdings LP disclosed 6 US equity positions worth $143.9m in its Q3 2024 13F filing. The largest position was CVNA at 80.1% of the reported book, followed by SE and ONEW.
What did General Equity Holdings LP own in Q3 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 80.1% | $115.3m | 662,463 | – | |
| 2 | SE SEA LTD | Consumer Cyclical | 6.9% | $9.9m | 105,000 | – | |
| 3 | ONEW ONEWATER MARINE INC | 5.8% | $8.3m | 348,139 | – | ||
| 4 | OSCR OSCAR HEALTH INC | Healthcare | 3.4% | $4.9m | 230,000 | – | |
| 5 | LMND LEMONADE INC | Financial Services | 2.6% | $3.8m | 230,000 | – | |
| 6 | CDLX CARDLYTICS INC | Communication Services | 1.2% | $1.7m | 533,472 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.