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General Equity Holdings LP

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13F filer, CIK 1700362, Brooklyn, NY

General Equity Holdings LP reported $110,344,531 across 6 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-25-006214

Period
2025-03-31
Reported value
$110M
Holdings
6
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CTRNadded+74,587$1.65M
STKSnew+318,943$954K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CVNAreduced-95,052-$19.9M
LMNDexited-54,767-$2.01M
SEreduced-15,000-$1.96M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001999371-25-006214, largest first. % of portfolio is the value over $110,344,531, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662,463 shares; 2024Q4: 496,423 shares; 2025Q1: 401,371 shares 401,371$83.9M76.05%-95,052Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,000 shares; 2024Q4: 105,000 shares; 2025Q1: 90,000 shares 90,000$11.7M10.64%-15,000Timeline
ONEWONEWATER MARINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,139 shares; 2024Q4: 398,811 shares; 2025Q1: 398,811 shares 398,811$6.45M5.85%0Timeline
CTRNCITI TRENDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,181 shares; 2025Q1: 168,768 shares 168,768$3.74M3.39%+74,587Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,000 shares; 2024Q4: 270,000 shares; 2025Q1: 270,000 shares 270,000$3.54M3.21%0Timeline
STKSTHE ONE GROUP HOSPITALITY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 318,943 shares 318,943$954K0.86%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LMNDLEMONADE INC54,767$2.01Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001999371-25-006214 base2025-05-15acceptance time not in the bulk data set