58 is the total number of securities General Equity Holdings LP has owned. The longest General Equity Holdings LP has owned a single stock is 18 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CVNA | CARVANA CO | 11 | 7 | 3.84% | 13.65% | 54.48% | Q4 2018 | Q3 2023 | 18 |
| LBRDK | LIBERTY BROADBAND CORP | 15 | 2 | 2.35% | 8.12% | 15.03% | Q4 2017 | Q3 2023 | 17 |
| ONEW | ONEWATER MARINE INC | 12 | 12 | 2.75% | 18.37% | 35.28% | Q4 2020 | Q3 2023 | 12 |
| PGNY | PROGYNY INC | 9 | 3 | 2.71% | 7.09% | 10.45% | Q3 2020 | Q3 2023 | 12 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 11 | 11 | 6.46% | 10.11% | 15.00% | Q2 2018 | Q4 2020 | 11 |
| GOOG | ALPHABET INC | 10 | 10 | 4.03% | 14.13% | 22.97% | Q4 2017 | Q1 2020 | 10 |
| UPLD | UPLAND SOFTWARE INC | 10 | 10 | 3.74% | 13.23% | 20.30% | Q1 2019 | Q2 2021 | 10 |
| HLF | HERBALIFE NUTRITION LTD | 9 | 9 | 5.94% | 12.29% | 16.06% | Q3 2019 | Q3 2021 | 9 |
| WRLD | WORLD ACCEP CORP DEL | 6 | 3 | 7.31% | 10.71% | 12.94% | Q3 2018 | Q4 2020 | 9 |
| CFLT | CONFLUENT INC | 8 | 8 | 4.87% | 6.51% | 9.17% | Q4 2021 | Q3 2023 | 8 |
| CRESY | CRESUD S A C I F Y A | 8 | 8 | 1.26% | 5.73% | 11.50% | Q1 2018 | Q4 2019 | 8 |
| GLIBA | GCI LIBERTY INC | 6 | 6 | 9.19% | 14.76% | 19.64% | Q1 2018 | Q2 2019 | 6 |
| CDLX | CARDLYTICS INC | 5 | 1 | 2.60% | 8.49% | 12.54% | Q3 2019 | Q3 2023 | 6 |
| ATUS | ALTICE USA INC- A | 3 | 3 | 3.29% | 5.73% | 9.77% | Q4 2017 | Q1 2021 | 6 |
| QRTEA | QURATE RETAIL INC | 5 | 5 | 7.07% | 10.15% | 11.80% | Q3 2020 | Q3 2021 | 5 |
| SPT | SPROUT SOCIAL INC | 3 | 2 | 3.89% | 9.35% | 17.71% | Q1 2020 | Q3 2022 | 5 |
| DDOG | DATADOG INC | 5 | 5 | 7.02% | 8.10% | 9.71% | Q2 2021 | Q2 2022 | 5 |
| JYNT | JOINT CORP | 3 | 2 | 3.86% | 5.59% | 6.84% | Q1 2021 | Q3 2022 | 5 |
| OSCR | OSCAR HEALTH INC | 5 | 5 | 4.04% | 5.28% | 7.70% | Q1 2021 | Q1 2022 | 5 |
| NWSA | NEWS CORP NEW | 3 | 1 | 8.15% | 12.81% | 15.38% | Q4 2017 | Q2 2020 | 4 |
| OSH | OAK STR HEALTH INC | 4 | 4 | 8.52% | 10.83% | 15.16% | Q1 2022 | Q4 2022 | 4 |
| COMP | COMPASS INC | 4 | 4 | 6.22% | 10.38% | 12.43% | Q2 2021 | Q1 2022 | 4 |
| INST | INSTRUCTURE INC | 4 | 4 | 7.63% | 10.34% | 13.94% | Q3 2018 | Q2 2019 | 4 |
| FWONA | LIBERTY MEDIAL CORP DE... | 4 | 4 | 6.95% | 7.92% | 8.85% | Q4 2017 | Q3 2018 | 4 |
| ASO | ACADEMY SPORTS & OUTDO... | 4 | 4 | 6.42% | 6.82% | 7.49% | Q4 2021 | Q3 2022 | 4 |
| SE | SEA LTD | 3 | 1 | 4.39% | 5.59% | 9.04% | Q2 2018 | Q1 2020 | 4 |
| MED | MEDIFAST INC | 3 | 3 | 11.90% | 14.75% | 19.61% | Q4 2021 | Q2 2022 | 3 |
| DG | DOLLAR GEN CORP NEW | 3 | 3 | 12.82% | 14.16% | 16.15% | Q4 2017 | Q2 2018 | 3 |
| CMCSA | COMCAST CORP NEW | 3 | 3 | 6.59% | 12.92% | 19.83% | Q4 2017 | Q2 2018 | 3 |
| WIX | WIX COM LTD | 3 | 3 | 6.77% | 10.30% | 12.36% | Q1 2021 | Q3 2021 | 3 |
| BKNG | BOOKING HLDGS INC | 3 | 3 | 5.90% | 8.34% | 10.00% | Q3 2018 | Q1 2019 | 3 |
| HOME | AT HOME GROUP INC | 3 | 3 | 2.90% | 8.19% | 13.59% | Q3 2018 | Q1 2019 | 3 |
| AMZN | AMAZON COM INC | 3 | 3 | 7.38% | 7.52% | 7.67% | Q2 2020 | Q4 2020 | 3 |
| CARG | CARGURUS INC | 2 | 1 | 5.39% | 7.16% | 9.53% | Q3 2018 | Q4 2019 | 3 |
| PLYA | PLAYA HOTELS & RESORTS NV | 2 | 2 | 2.24% | 3.56% | 4.88% | Q3 2020 | Q4 2020 | 2 |
| WYNN | WYNN RESORTS LTD | 2 | 2 | 3.01% | 3.36% | 3.70% | Q1 2018 | Q2 2018 | 2 |
| GSKY | GREENSKY INC | 2 | 2 | 1.11% | 2.30% | 3.48% | Q4 2018 | Q1 2019 | 2 |
| EUROPEAN WAX CTR INC | 2 | 2 | 1.59% | 1.69% | 1.79% | Q3 2021 | Q4 2021 | 2 | |
| Z | ZILLOW GROUP INC | 1 | 1 | 12.77% | 12.77% | 12.77% | Q2 2019 | Q2 2019 | 1 |
| LOW | LOWES COS INC | 1 | 1 | 11.70% | 11.70% | 11.70% | Q4 2017 | Q4 2017 | 1 |
| PINS | PINTEREST INC | 1 | 1 | 11.19% | 11.19% | 11.19% | Q1 2020 | Q1 2020 | 1 |
| WORK | SLACK TECHNOLOGIES INC | 1 | 1 | 10.66% | 10.66% | 10.66% | Q3 2019 | Q3 2019 | 1 |
| TDG | TRANSDIGM GROUP INC | 1 | 1 | 8.52% | 8.52% | 8.52% | Q4 2018 | Q4 2018 | 1 |
| LVNTA | LIBERTY INTERACTIVE CORP | 1 | 1 | 8.21% | 8.21% | 8.21% | Q4 2017 | Q4 2017 | 1 |
| FB | FACEBOOK INC | 1 | 1 | 7.16% | 7.16% | 7.16% | Q4 2019 | Q4 2019 | 1 |
| ONEM | 1LIFE HEALTHCARE INC | 1 | 1 | 6.53% | 6.53% | 6.53% | Q4 2021 | Q4 2021 | 1 |
| JD | JD COM INC | 1 | 1 | 6.36% | 6.36% | 6.36% | Q1 2018 | Q1 2018 | 1 |
| AMPLITUDE INC | 1 | 1 | 6.32% | 6.32% | 6.32% | Q4 2021 | Q4 2021 | 1 | |
| UBER | UBER TECHNOLOGIES INC | 1 | 1 | 6.10% | 6.10% | 6.10% | Q4 2019 | Q4 2019 | 1 |
| TSG | STARS GROUP INC | 1 | 1 | 5.15% | 5.15% | 5.15% | Q1 2019 | Q1 2019 | 1 |
| PAR | PAR TECHNOLOGY CORP | 1 | 1 | 5.14% | 5.14% | 5.14% | Q2 2021 | Q2 2021 | 1 |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 4.64% | 4.64% | 4.64% | Q2 2018 | Q2 2018 | 1 |
| GRUB | GRUBHUB INC | 1 | 1 | 4.36% | 4.36% | 4.36% | Q2 2020 | Q2 2020 | 1 |
| REAL | THE REALREAL INC | 1 | 1 | 3.56% | 3.56% | 3.56% | Q1 2022 | Q1 2022 | 1 |
| GPI | GROUP 1 AUTOMOTIVE INC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2022 | Q3 2022 | 1 |
| DISCA | DISCOVERY COMMUNICATIO... | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2017 | Q4 2017 | 1 |
| HABT | HABIT RESTAURANTS INC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2019 | Q3 2019 | 1 |
| OPEN | OPENDOOR TECHNOLOGIES INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2022 | Q3 2022 | 1 |
Download | |||||||||
The securities at the top of the list , including CARVANA CO, LIBERTY BROADBAND CORP, and ONEWATER MARINE INC, are the highest-conviction holdings of General Equity Holdings LP.
The conviction is calculated by counting the number of quarters a security has been reported by General Equity Holdings LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that General Equity Holdings LP owns currently or has owned in the past.