General Equity Holdings LP Portfolio Holdings

General Equity Holdings LP

  • $161 Million
  • Q3 2025

General Equity Holdings LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $161 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $98.1M, Nu Holdings Ltd. with a value of $10.2M, One Water Marine Inc. with a value of $8.65M, App Lovin Corp with a value of $8.44M, and Sea LTD with a value of $7.55M.

Examining the 13F form we can see an increase of $31.1M in the current position value, from $130M to 161M.

General Equity Holdings LP is based out at Brooklyn, NY

Below you can find more details about General Equity Holdings LP portfolio as well as his latest detailed transactions.

Portfolio value $161 Million
Consumer Cyclical: $126 Million
Technology: $13.8 Million
Financial Services: $10.2 Million
Communication Services: $6.28 Million
Healthcare: $4.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.9B
$98.1 Million 61.04% of portfolio
260,002
Q3 2025 Added 10.13%
$56.3B
$10.2 Million 6.32% of portfolio
634,400
Q3 2025 New
$187M
$8.65 Million 5.39% of portfolio
546,365
Q3 2025 Added 16.19%
$163B
$8.44 Million 5.25% of portfolio
11,750
Q3 2025 New
$79.1B
$7.55 Million 4.7% of portfolio
42,250
Q3 2025 Reduced 54.81%
$1.74T
$6.28 Million 3.91% of portfolio
25,800
Q3 2025 New
$3.57B
$5.33 Million 3.31% of portfolio
68,800
Q3 2025 Added 13.16%
$44.9B
$5.28 Million 3.29% of portfolio
164,100
Q3 2025 Reduced 35.42%
$2.46B
$4.92 Million 3.06% of portfolio
260,000
Q3 2025 Reduced 3.7%
$1.06B
$4.22 Million 2.62% of portfolio
363,100
Q3 2025 New
$60.4M
$1.78 Million 1.11% of portfolio
583,649
Q3 2025 Added 32.92%
Ftai Aviation LTD
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $161 Million
  • Prior Value $130 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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