General Equity Holdings LP - Q42025 Holdings

General Equity Holdings LP holds 12 stocks with a total portfolio value of $ 160.04M as of Q42025. In Q42025, General Equity Holdings LP added 2 new positions, increased stakes in 5 stocks, reduced 4 holdings, and fully exited 2 positions. The largest holding is Carvana Co (CVNA), representing 55.93% of the total portfolio.