13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001140361-23-024687
Total Value
$42.5M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ONEWATER MARINE INC | ONEW | 500,233 | $14.0M | 32.93% |
| 2 | CARVANA CO | CVNA | 970,362 | $9.5M | 22.36% |
| 3 | LIBERTY BROADBAND CORP | LBRDP | 78,147 | $6.4M | 15.03% |
| 4 | CARDLYTICS INC | CDLX | 1,508,988 | $5.1M | 12.06% |
| 5 | CONFLUENT INC | 20717M103 | 161,800 | $3.9M | 9.17% |
| 6 | PROGYNY INC | PGNY | 111,786 | $3.6M | 8.45% |