General Equity Holdings LP
Top Portfolio Positions
11 positions ·
$134,737,625 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVNA |
Carvana Co.
Consumer Cyclical
|
248,646 | $78,169,329 | 58.02% | |
| APP |
AppLovin Corp
Communication Services
|
35,620 | $14,176,760 | 10.52% | |
| SE |
Sea Ltd
Consumer Cyclical
|
147,068 | $12,178,701 | 9.04% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
522,400 | $7,506,888 | 5.57% | |
| ONEW |
OneWater Marine Inc.
Consumer Cyclical
|
634,421 | $5,995,278 | 4.45% | |
| JMIA |
Jumia Technologies AG
Consumer Cyclical
|
844,086 | $5,824,193 | 4.32% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
21,412 | $3,215,011 | 2.39% | |
| OSCR |
Oscar Health, Inc.
Healthcare
|
240,000 | $2,752,800 | 2.04% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
8,010 | $1,962,450 | 1.46% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
39,301 | $1,800,771 | 1.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ONEW
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,995,278 | 634,421 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,100,683 | 563,834 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,654,421 | 546,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,296,593 | 470,246 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $6,452,761 | 398,811 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,931,335 | 398,811 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,324,003 | 348,139 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,234,499 | 407,490 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,925,073 | 494,674 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,715,034 | 494,674 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,673,547 | 494,674 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,579,819 | 540,282 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,991,517 | 500,233 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,306,663 | 500,233 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,704,743 | 521,579 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,072,935 | 516,579 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,470,771 | 449,079 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,136,558 | 428,679 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,818,855 | 393,406 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,518,670 | 440,606 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,408,815 | 385,606 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,285,623 | 181,699 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||