Q1 2025 · 13F-HR
General Equity Holdings LPholdings as filed
Filed 2025-05-15 · accession 0001999371-25-006214
$110.3M
Reported value
6
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $83.9M | 76.1% | 401,371 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $11.7M | 10.6% | 90,000 | Common | SOLE |
| 68280L101 | ONEW | ONEWATER MARINE INC | $6.5M | 5.85% | 398,811 | Common | SOLE |
| 17306X102 | CTRN | CITI TRENDS INC | $3.7M | 3.39% | 168,768 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $3.5M | 3.21% | 270,000 | Common | SOLE |
| 88338K103 | STKS | THE ONE GROUP HOSPITALITY INC | $953,640 | 0.86% | 318,943 | 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.