Builders Union LLP
- SEC CIK
- 0001771067
- Latest filing
- Apr 3, 2023
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 12
- 0 vs. Q3 2022
- Portfolio value
- $99.6M
- −$14.3M (−12.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 52,720 | $16.9M | 17.0% | 00.0% | Unchanged | History |
| STNEStoneCo Ltd. | COM | 1,625,100 | $15.3M | 15.4% | 00.0% | Unchanged | History |
| MGNIMagnite, Inc. | COM | 1,169,700 | $12.4M | 12.4% | 00.0% | Unchanged | History |
| FVRRFiverr International Ltd. | ORD SHS | 387,900 | $11.3M | 11.3% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 270,225 | $11.2M | 11.3% | 00.0% | Unchanged | History |
| SNAPSnap Inc | Stock | 1,206,000 | $10.8M | 10.8% | 00.0% | Unchanged | History |
| PLBYPlayboy, Inc. | COM | 3,637,007 | $10.0M | 10.0% | 00.0% | Unchanged | History |
| FUBOFuboTV Inc. | COM | 2,372,800 | $4.13M | 4.1% | 00.0% | Unchanged | History |
| REALTheRealReal, Inc. | COM | 2,776,000 | $3.47M | 3.5% | 00.0% | Unchanged | History |
| GENIGenius Sports Ltd | SHARES CL A | 800,000 | $2.86M | 2.9% | −151,900−16.0% | Reduced | History |
| CVNACarvana Co. | CL A | 203,300 | $963.6K | 1.0% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L105 | COM | 1,626,901 | $255.1K | 0.3% | −8,197,599−83.4% | Reduced | – |