Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GENERAL EQUITY HOLDINGS LP | 08-15-2022 | 06-30-2022 | 11 | 80,523,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ONEWATER MARINE INC | CL A COM | 1 | $17,073,000 | 516,579 | 21.20 | 10.68 | 75,973 | 17.24 | 06-30-2022 |
MEDIFAST INC | COM | 2 | $15,787,000 | 87,459 | 19.61 | 87,459 | +Inf | 06-30-2022 | |
CARVANA CO | CL A | 3 | $8,813,000 | 390,307 | 10.94 | 6.61 | 352,356 | 928.45 | 06-30-2022 |
LIBERTY BROADBAND CORP | COM SER C | 4 | $7,112,000 | 61,497 | 8.83 | 10.27 | -41,003 | -40.00 | 06-30-2022 |