GOODNOW INVESTMENT GROUP, LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$1.1T
Holdings
20
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 814,269 | $213.7B | 19.50% | |
| 2 | ETSYETSY INC | 806,360 | $162.6B | 14.84% | |
| 3 | WWAYFAIR INC | 340,128 | $107.1B | 9.77% | |
| 4 | —TRITON INTL LTD | 1,912,728 | $105.2B | 9.60% | |
| 5 | PYPLPAYPAL HLDGS INC | 290,314 | $70.5B | 6.43% | |
| 6 | GDDYGODADDY INC | 855,624 | $66.4B | 6.06% | |
| 7 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 129,989 | $63.1B | 5.76% | |
| 8 | CAECAE INC | 1,852,181 | $52.8B | 4.82% | |
| 9 | CACCCREDIT ACCEP CORP MICH | 113,714 | $41.0B | 3.74% | |
| 10 | ITGARTNER INC | 191,752 | $35.0B | 3.19% | |
| 11 | —SENSATA TECHNOLOGIES HLDG PL | 588,280 | $34.1B | 3.11% | |
| 12 | IRINGERSOLL RAND INC | 610,016 | $30.0B | 2.74% | |
| 13 | T7DTRANSDIGM GROUP INC | 44,247 | $26.0B | 2.37% | |
| 14 | YELPYELP INC | 598,480 | $23.3B | 2.13% | |
| 15 | SEICSEI INVTS CO | 373,085 | $22.7B | 2.07% | |
| 16 | SNXSYNNEX CORP | 194,770 | $22.4B | 2.04% | |
| 17 | —IAC INTERACTIVECORP NEW | 53,640 | $11.6B | 1.06% | |
| 18 | VNTVONTIER CORPORATION | 106,920 | $3.2B | 0.30% | |
| 19 | —VAPOTHERM INC | 131,492 | $3.2B | 0.29% | |
| 20 | MDXGMIMEDX GROUP INC | 179,659 | $1.9B | 0.17% |