13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001140361-23-039652
Total Value
$67.5M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 1,063,062 | $27.6M | 40.81% |
| 2 | ONEWATER MARINE INC | ONEW | 540,282 | $19.6M | 29.00% |
| 3 | LIBERTY BROADBAND CORP | LBRDP | 92,625 | $7.4M | 10.99% |
| 4 | CONFLUENT INC | 20717M103 | 160,221 | $5.7M | 8.38% |
| 5 | PROGYNY INC | PGNY | 104,347 | $4.1M | 6.08% |
| 6 | CARDLYTICS INC | CDLX | 506,296 | $3.2M | 4.74% |