General Equity Holdings LP Portfolio Holdings by Sector
General Equity Holdings LP
- $161 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
CVNA SE CPNG JMIA 4 stocks |
$115,133
71.65% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$10,156
6.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
ONEW 1 stocks |
$8,654
5.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP 1 stocks |
$8,442
5.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$6,283
3.91% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FOUR 1 stocks |
$5,325
3.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$4,921
3.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
STKS 1 stocks |
$1,780
1.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|