$40.5 Million is the total value of General Equity Holdings LP's 7 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LBRDK | Buy | LIBERTY BROADBAND CORP | $5,350,112 | +40.1% | 70,147 | +35.6% | 13.19% | +121.7% |
| CDLX | Buy | CARDLYTICS INC | $5,086,868 | -16.0% | 880,081 | +36.7% | 12.54% | +33.0% |
| CVNA | Buy | CARVANA COcl a | $4,742,901 | -59.2% | 1,000,612 | +74.9% | 11.70% | -35.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CARVANA CO | 18 | Q3 2023 | 54.5% |
| LIBERTY BROADBAND CORP | 17 | Q3 2023 | 15.0% |
| ONEWATER MARINE INC | 12 | Q3 2023 | 35.3% |
| PROGYNY INC | 12 | Q3 2023 | 10.4% |
| SS&C TECHNOLOGIES HLDGS INC | 11 | Q4 2020 | 15.0% |
| ALPHABET INC | 10 | Q1 2020 | 23.0% |
| UPLAND SOFTWARE INC | 10 | Q2 2021 | 20.3% |
| HERBALIFE NUTRITION LTD | 9 | Q3 2021 | 16.1% |
| WORLD ACCEP CORP DEL | 9 | Q4 2020 | 12.9% |
| CONFLUENT INC | 8 | Q3 2023 | 9.2% |
View General Equity Holdings LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View General Equity Holdings LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.