GENERAL EQUITY HOLDINGS LP

PrivateCIK: 1700362
Location

BROOKLYN, NY

📋 What this filing means

GENERAL EQUITY HOLDINGS LP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $127.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

6
Positions
$127.13M
Total AUM (reported)
1.42M
Total Shares

Allocation by class

TOTAL AUM$127.13M6 positions
CL A$104.58M82.3%
SPONSORED ADS$11.14M8.8%
CL A COM$6.93M5.5%
COM$4.48M3.5%

Portfolio Concentration

Top 393.6%4–106.4%TOP 10100.0%0%100%
Top 3$119.02M93.6%
4–10$8.11M6.4%

Top 3 weight

93.6%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 1.42M

Sole

Full voting authority

1.42M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:

CARVANA CO

SOLE
CL A
Shares496.42K
TypeSH
Market value$100.95M
79.41%
Sole
496.42K
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORED ADS
Shares105K
TypeSH
Market value$11.14M
8.76%
Sole
105K
Shared
0.00
None
0.00

ONEWATER MARINE INC

SOLE
CL A COM
Shares398.81K
TypeSH
Market value$6.93M
5.45%
Sole
398.81K
Shared
0.00
None
0.00

OSCAR HEALTH INC

SOLE
CL A
Shares270K
TypeSH
Market value$3.63M
2.85%
Sole
270K
Shared
0.00
None
0.00

CITI TRENDS INC

SOLE
COM
Shares94.18K
TypeSH
Market value$2.47M
1.94%
Sole
94.18K
Shared
0.00
None
0.00

LEMONADE INC

SOLE
COM
Shares54.77K
TypeSH
Market value$2.01M
1.58%
Sole
54.77K
Shared
0.00
None
0.00
GENERAL EQUITY HOLDINGS LP 13F Holdings — 6 Positions | Finecho