Q4 2024 · 13F-HR
General Equity Holdings LPholdings as filed
Filed 2025-02-14 · accession 0001839882-25-009076
$127.1M
Reported value
6
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $101.0M | 79.4% | 496,423 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $11.1M | 8.76% | 105,000 | Common | SOLE |
| 68280L101 | ONEW | ONEWATER MARINE INC | $6.9M | 5.45% | 398,811 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $3.6M | 2.85% | 270,000 | Common | SOLE |
| 17306X102 | CTRN | CITI TRENDS INC | $2.5M | 1.94% | 94,181 | Common | SOLE |
| 52567D107 | LMND | LEMONADE INC | $2.0M | 1.58% | 54,767 | 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.