Q2 2024 · 13F-HR
General Equity Holdings LPholdings as filed
Filed 2024-08-14 · accession 0001839882-24-025851
$163.7M
Reported value
5
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $136.8M | 83.6% | 1,063,062 | Common | SOLE |
| 68280L101 | ONEW | ONEWATER MARINE INC | $11.2M | 6.86% | 407,490 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $5.3M | 3.25% | 40,000 | Common | SOLE |
| 52567D107 | LMND | LEMONADE INC | $5.2M | 3.17% | 315,000 | Common | SOLE |
| 14161W105 | CDLX | CARDLYTICS INC | $5.1M | 3.13% | 624,058 | 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.