GOODNOW INVESTMENT GROUP, LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$840.8B
Holdings
25
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 1,609,596 | $193.5B | 23.01% | |
| 2 | ETSYETSY INC | 1,061,202 | $112.7B | 13.41% | |
| 3 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 309,679 | $79.3B | 9.43% | |
| 4 | WWAYFAIR INC | 306,638 | $60.6B | 7.21% | |
| 5 | CACCCREDIT ACCEP CORP MICH | 133,700 | $56.0B | 6.66% | |
| 6 | PYPLPAYPAL HLDGS INC | 316,304 | $55.1B | 6.55% | |
| 7 | STRASTRATEGIC ED INC | 234,425 | $36.0B | 4.28% | |
| 8 | T7DTRANSDIGM GROUP INC | 70,072 | $31.0B | 3.68% | |
| 9 | GDDYGODADDY INC | 370,260 | $27.2B | 3.23% | |
| 10 | IRINGERSOLL RAND INC | 794,562 | $22.3B | 2.66% | |
| 11 | SEICSEI INVTS CO | 358,975 | $19.7B | 2.35% | |
| 12 | GLPIGAMING & LEISURE PPTYS INC | 511,347 | $17.7B | 2.10% | |
| 13 | YELPYELP INC | 733,220 | $17.0B | 2.02% | |
| 14 | STSENSATA TECHNOLOGIES HLDNG P | 437,210 | $16.3B | 1.94% | |
| 15 | TRTN-PATRITON INTL LTD | 515,158 | $15.6B | 1.85% | |
| 16 | CAECAE INC | 882,690 | $14.3B | 1.70% | |
| 17 | IACIEURIAC INTERACTIVECORP | 43,480 | $14.1B | 1.67% | |
| 18 | NXSTNEXSTAR MEDIA GROUP INC | 130,040 | $10.9B | 1.29% | |
| 19 | ITGARTNER INC | 76,307 | $9.3B | 1.10% | |
| 20 | HWMHOWMET AEROSPACE INC | 512,109 | $8.1B | 0.97% | |
| 21 | DISCKUSDDISCOVERY INC | 417,910 | $8.0B | 0.96% | |
| 22 | CHWYCHEWY INC | 137,015 | $6.1B | 0.73% | |
| 23 | APTVAPTIV PLC | 72,393 | $5.6B | 0.67% | |
| 24 | EAFEURGRAFTECH INTL LTD | 453,483 | $3.6B | 0.43% | |
| 25 | CMCSACOMCAST CORP NEW | 22,450 | $875.0M | 0.10% |