GOODNOW INVESTMENT GROUP, LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$945.5B
Holdings
21
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRTN-PATRITON INTL LTD | 2,167,512 | $152.1B | 16.09% | |
| 2 | CVNACARVANA CO | 846,018 | $100.9B | 10.67% | |
| 3 | ETSYETSY INC | 753,482 | $93.6B | 9.90% | |
| 4 | GDDYGODADDY INC | 892,774 | $74.7B | 7.90% | |
| 5 | APPAPPLOVIN CORP | 1,274,830 | $70.2B | 7.42% | |
| 6 | SUXTD SYNNEX CORPORATION | 658,713 | $68.0B | 7.19% | |
| 7 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 152,223 | $63.0B | 6.66% | |
| 8 | PYPLPAYPAL HLDGS INC | 445,394 | $51.5B | 5.45% | |
| 9 | CAECAE INC | 1,933,221 | $50.4B | 5.33% | |
| 10 | ITGARTNER INC | 166,602 | $49.6B | 5.24% | |
| 11 | STSENSATA TECHNOLOGIES HLDG PL | 633,440 | $32.2B | 3.41% | |
| 12 | IRINGERSOLL RAND INC | 626,086 | $31.5B | 3.33% | |
| 13 | T7DTRANSDIGM GROUP INC | 43,537 | $28.4B | 3.00% | |
| 14 | WWAYFAIR INC | 206,658 | $22.9B | 2.42% | |
| 15 | YELPYELP INC | 626,420 | $21.4B | 2.26% | |
| 16 | SEICSEI INVTS CO | 333,355 | $20.1B | 2.12% | |
| 17 | LGIHLGI HOMES INC | 66,184 | $6.5B | 0.68% | |
| 18 | IBPINSTALLED BLDG PRODS INC | 40,166 | $3.4B | 0.36% | |
| 19 | CACCCREDIT ACCEP CORP MICH | 4,264 | $2.3B | 0.25% | |
| 20 | —VAPOTHERM INC | 137,702 | $1.9B | 0.20% | |
| 21 | ACVAACV AUCTIONS INC | 62,650 | $928.0M | 0.10% |