GOODNOW INVESTMENT GROUP, LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$833.1T
Holdings
26
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 1,323,684 | $116.4T | 13.97% | |
| 2 | GDDYGODADDY INC | 924,614 | $109.7T | 13.17% | |
| 3 | SUXTD SYNNEX CORPORATION | 532,096 | $60.2T | 7.22% | |
| 4 | IRINGERSOLL RAND INC | 561,056 | $53.3T | 6.39% | |
| 5 | APOAPOLLO GLOBAL MGMT INC | 453,320 | $51.0T | 6.12% | |
| 6 | TPDTEMPUR SEALY INTL INC | 823,837 | $46.8T | 5.62% | |
| 7 | PYPLPAYPAL HLDGS INC | 631,512 | $42.3T | 5.08% | |
| 8 | CACCCREDIT ACCEP CORP MICH | 73,931 | $40.8T | 4.89% | |
| 9 | ETSYETSY INC | 591,158 | $40.6T | 4.88% | |
| 10 | CAECAE INC | 1,850,311 | $38.2T | 4.58% | |
| 11 | APTVAPTIV PLC | 433,790 | $34.6T | 4.15% | |
| 12 | T7DTRANSDIGM GROUP INC | 21,907 | $27.0T | 3.24% | |
| 13 | FISFIDELITY NATL INFORMATION SV | 353,270 | $26.2T | 3.15% | |
| 14 | YELPYELP INC | 650,410 | $25.6T | 3.08% | |
| 15 | WWAYFAIR INC | 362,118 | $24.6T | 2.95% | |
| 16 | ICEINTERCONTINENTAL EXCHANGE IN | 136,340 | $18.7T | 2.25% | |
| 17 | EXPEEXPEDIA GROUP INC | 122,300 | $16.8T | 2.02% | |
| 18 | WSCWILLSCOT MOBIL MINI HLDNG CO | 355,590 | $16.5T | 1.98% | |
| 19 | SIXEURSIX FLAGS ENTMT CORP NEW | 504,841 | $13.3T | 1.60% | |
| 20 | GILGILDAN ACTIVEWEAR INC | 291,762 | $10.8T | 1.30% | |
| 21 | LADLITHIA MTRS INC | 21,601 | $6.5T | 0.78% | |
| 22 | GNRCGENERAC HLDGS INC | 39,450 | $5.0T | 0.60% | |
| 23 | CARGCARGURUS INC | 137,306 | $3.2T | 0.38% | |
| 24 | FOURSHIFT4 PMTS INC | 39,810 | $2.6T | 0.32% | |
| 25 | ITGARTNER INC | 3,052 | $1.5T | 0.17% | |
| 26 | TMOTHERMO FISHER SCIENTIFIC INC | 1,560 | $906.7B | 0.11% |