GOODNOW INVESTMENT GROUP, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$525.4B
Holdings
26
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 1,728,846 | $95.2B | 18.13% | |
| 2 | ZBRAZEBRA TECHNOLOGIES CORP | 417,809 | $76.7B | 14.60% | |
| 3 | ETSYETSY INC | 1,183,331 | $45.5B | 8.66% | |
| 4 | CACCCREDIT ACCEP CORP MICH | 143,259 | $36.6B | 6.97% | |
| 5 | PYPLPAYPAL HLDGS INC | 376,894 | $36.1B | 6.87% | |
| 6 | IRINGERSOLL RAND INC | 1,201,442 | $29.8B | 5.67% | |
| 7 | T7DTRANSDIGM GROUP INC | 78,772 | $25.2B | 4.80% | |
| 8 | GLPIGAMING & LEISURE PPTYS INC | 774,877 | $21.5B | 4.09% | |
| 9 | GDDYGODADDY INC | 372,590 | $21.3B | 4.05% | |
| 10 | STRASTRATEGIC ED INC | 131,308 | $18.4B | 3.49% | |
| 11 | SEICSEI INVESTMENTS CO | 369,935 | $17.1B | 3.26% | |
| 12 | WWAYFAIR INC | 315,938 | $16.9B | 3.21% | |
| 13 | YELPYELP INC | 878,815 | $15.8B | 3.02% | |
| 14 | STSENSATA TECHNOLOGIES HLDNG P | 498,372 | $14.4B | 2.74% | |
| 15 | ITGARTNER INC | 81,330 | $8.1B | 1.54% | |
| 16 | NXSTNEXSTAR MEDIA GROUP INC | 129,020 | $7.4B | 1.42% | |
| 17 | DISCKUSDDISCOVERY INC | 410,500 | $7.2B | 1.37% | |
| 18 | CAECAE INC | 545,970 | $6.9B | 1.31% | |
| 19 | CHWYCHEWY INC | 149,120 | $5.6B | 1.06% | |
| 20 | APTVAPTIV PLC | 110,693 | $5.5B | 1.04% | |
| 21 | EAFEURGRAFTECH INTL LTD | 643,393 | $5.2B | 0.99% | |
| 22 | WRLDWORLD ACCEP CORP DEL | 84,088 | $4.6B | 0.87% | |
| 23 | IACIEURIAC INTERACTIVECORP | 13,480 | $2.4B | 0.46% | |
| 24 | 0VVBVIACOMCBS INC | 68,620 | $961.0M | 0.18% | |
| 25 | CMCSACOMCAST CORP NEW | 22,610 | $777.0M | 0.15% | |
| 26 | CPRICAPRI HOLDINGS LIMITED | 13,270 | $143.0M | 0.03% |