13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001140361-23-053230
Total Value
$81.9M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 1,063,062 | $44.6M | 54.48% |
| 2 | ONEWATER MARINE INC | ONEW | 494,674 | $12.7M | 15.47% |
| 3 | LIBERTY BROADBAND CORP | LBRDP | 92,625 | $8.5M | 10.33% |
| 4 | CARDLYTICS INC | CDLX | 476,215 | $7.9M | 9.59% |
| 5 | CONFLUENT INC | 20717M103 | 160,221 | $4.7M | 5.79% |
| 6 | PROGYNY INC | PGNY | 104,347 | $3.5M | 4.33% |