GOODNOW INVESTMENT GROUP, LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$753.4B
Holdings
24
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 1,876,836 | $117.5B | 15.59% | |
| 2 | ZBRAZEBRA TECHNOLOGIES CORP | 439,288 | $92.0B | 12.22% | |
| 3 | CACCCREDIT ACCEP CORP MICH | 149,575 | $72.4B | 9.61% | |
| 4 | —GARDNER DENVER HLDGS INC | 1,554,162 | $53.8B | 7.14% | |
| 5 | GWRUSDGENESEE & WYO INC | 505,877 | $50.6B | 6.71% | |
| 6 | T7DTRANSDIGM GROUP INC | 102,880 | $49.8B | 6.61% | |
| 7 | ETSYETSY INC | 781,821 | $48.0B | 6.37% | |
| 8 | PYPLPAYPAL HLDGS INC | 373,774 | $42.8B | 5.68% | |
| 9 | WWAYFAIR INC | 249,501 | $36.4B | 4.84% | |
| 10 | EAFEURGRAFTECH INTL LTD | 2,345,456 | $27.0B | 3.58% | |
| 11 | STSENSATA TECHNOLOGIES HLDNG P | 534,112 | $26.2B | 3.47% | |
| 12 | GLPIGAMING & LEISURE PPTYS INC | 638,357 | $24.9B | 3.30% | |
| 13 | YELPYELP INC | 673,865 | $23.0B | 3.06% | |
| 14 | AYRAIRCASTLE LTD | 989,023 | $21.0B | 2.79% | |
| 15 | SEICSEI INVESTMENTS CO | 347,565 | $19.5B | 2.59% | |
| 16 | —GTT COMMUNICATIONS INC | 739,953 | $13.0B | 1.73% | |
| 17 | WRLDWORLD ACCEP CORP DEL | 61,410 | $10.1B | 1.34% | |
| 18 | APTVAPTIV PLC | 120,523 | $9.7B | 1.29% | |
| 19 | CMCSACOMCAST CORP NEW | 170,320 | $7.2B | 0.96% | |
| 20 | DISCKUSDDISCOVERY INC | 160,095 | $4.6B | 0.60% | |
| 21 | GTXGARRETT MOTION INC | 101,220 | $1.6B | 0.21% | |
| 22 | ULTAULTA BEAUTY INC | 4,304 | $1.5B | 0.20% | |
| 23 | —CBS CORP NEW | 10,000 | $499.0M | 0.07% | |
| 24 | CPRICAPRI HOLDINGS LIMITED | 13,050 | $453.0M | 0.06% |