13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001140361-23-006916
Total Value
$40.5M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ONEWATER MARINE INC | ONEW | 500,233 | $14.3M | 35.28% |
| 2 | OAK STR HEALTH INC | 67181A107 | 285,700 | $6.1M | 15.16% |
| 3 | LIBERTY BROADBAND CORP | LBRDP | 70,147 | $5.4M | 13.19% |
| 4 | CARDLYTICS INC | CDLX | 880,081 | $5.1M | 12.54% |
| 5 | CARVANA CO | CVNA | 1,000,612 | $4.7M | 11.70% |
| 6 | CONFLUENT INC | 20717M103 | 118,100 | $2.6M | 6.48% |
| 7 | PROGYNY INC | PGNY | 73,539 | $2.3M | 5.65% |