GOODNOW INVESTMENT GROUP, LLC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$611.7B

Holdings

18

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (18 positions)

#StockSharesValue% PortfolioType
1
GDDYGODADDY INC
874,094$67K0.00%
2
TRTN-PATRITON INTL LTD
1,054,017$66K0.00%
3
ETSYETSY INC
591,718$65K0.00%
4
ZBRAZEBRA TECHNOLOGIES CORPORATI
169,943$54K0.00%
5
SUXTD SYNNEX CORPORATION
539,535$52K0.00%
6
PYPLPAYPAL HLDGS INC
604,122$45K0.00%
7
CAECAE INC
1,902,651$43K0.00%
8
IRINGERSOLL RAND INC
616,806$35K0.00%
9
STSENSATA TECHNOLOGIES HLDG PL
628,980$31K0.00%
10
T7DTRANSDIGM GROUP INC
39,337$28K0.00%
11
CACCCREDIT ACCEP CORP MICH
61,401$26K0.00%
12
ITGARTNER INC
79,252$25K0.00%
13
YELPYELP INC
622,550$19K0.00%
14
CVNACARVANA CO
1,473,188$14K0.00%
15
APOAPOLLO GLOBAL MGMT INC
204,230$12K0.00%
16
WWAYFAIR INC
268,368$9K0.00%
17
IBPINSTALLED BLDG PRODS INC
72,456$8K0.00%
18
CECELANESE CORP DEL
29,260$3K0.00%