General Equity Holdings LP Portfolio Holdings by Sector
General Equity Holdings LP
- $130 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CVNA SE CPNG 3 stocks |
$102,115
78.8% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Recreational Vehicles | Consumer Cyclical
ONEW 1 stocks |
$6,296
4.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
FOUR 1 stocks |
$6,025
4.65% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$5,788
4.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
CTRN 1 stocks |
$5,750
4.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
EYE 1 stocks |
$1,840
1.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
STKS 1 stocks |
$1,778
1.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|