General Equity Holdings LP — Q1 2024 13F-HR

← General Equity Holdings LP

Q1 2024 · 13F-HR

General Equity Holdings LPholdings as filed

Filed 2024-05-15 · accession 0001140361-24-026225

$120.4M

Reported value

Positions

2024-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
146869102	CVNA	CARVANA CO	$93.5M	77.6%	1,063,062	Common	SOLE
68280L101	ONEW	ONEWATER MARINE INC	$13.9M	11.6%	494,674	Common	SOLE
14161W105	CDLX	CARDLYTICS INC	$9.0M	7.51%	624,058	Common	SOLE
74340E103	PGNY	PROGYNY INC	$4.0M	3.31%	104,347	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.