General Equity Holdings Lp Top Holdings and 13F Report (2024)

About General Equity Holdings Lp

General Equity Holdings Lp has $163.71 million in total holdings as of June 30, 2024.
General Equity Holdings Lp owns shares of 5 different stocks, but just 1 company or ETF makes up 80% of its holdings.
Approximately 6.42% of the portfolio was purchased this quarter.
About 3.90% of the portfolio was sold this quarter.
This quarter, General Equity Holdings Lp has purchased 4 new stocks and bought additional shares in 0 stocks.
General Equity Holdings Lp sold shares of 1 stock and completely divested from 1 stock this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CVNA Carvana	$136,837,341		0.0%	1,063,062	83.6%	Retail/Wholesale
ONEW OneWater Marine	$11,234,499	$2,403,663 ▼	-17.6%	407,490	6.9%	Consumer Discretionary
PDD PDD	$5,318,000	$5,318,000 ▲	New Holding	40,000	3.2%	Multi-Sector Conglomerates
LMND Lemonade	$5,197,500	$5,197,500 ▲	New Holding	315,000	3.2%	Finance
CDLX Cardlytics	$5,123,516		0.0%	624,058	3.1%	Business Services
PGNY Progyny	$0	$3,980,838 ▼	-100.0%	0	0.0%	Medical