General Equity Holdings

Latest statistics and disclosures from General Equity Holdings's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CVNA, ONEW, CDLX, PGNY, CFLT, and represent 100.00% of General Equity Holdings's stock portfolio.
  • Added to shares of these 1 stock: CDLX.
  • Reduced shares in these 1 stock: LBRDK (-$8.5M).
  • Sold out of its position in LBRDK.
  • General Equity Holdings was a net seller of stock by $-7.1M.
  • General Equity Holdings has $86M in assets under management (AUM), dropping by 5.44%.
  • Central Index Key (CIK): 0001700362

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Portfolio Holdings for General Equity Holdings

General Equity Holdings holds 5 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carvana Cl A (CVNA) 65.2 $56M 1.1M 52.94
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Onewater Marine Cl A Com (ONEW) 19.4 $17M 495k 33.79
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Cardlytics (CDLX) 6.7 $5.7M +31% 624k 9.21
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Progyny (PGNY) 4.5 $3.9M 104k 37.18
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Confluent Class A Com (CFLT) 4.3 $3.7M 160k 23.40
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Past Filings by General Equity Holdings

SEC 13F filings are viewable for General Equity Holdings going back to 2017

View all past filings