GOODNOW INVESTMENT GROUP, LLC Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$1.2T
Holdings
20
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 860,437 | $259.7B | 21.78% | |
| 2 | ETSYETSY INC | 768,595 | $158.2B | 13.27% | |
| 3 | TRTN-PATRITON INTL LTD | 1,983,378 | $103.8B | 8.71% | |
| 4 | WWAYFAIR INC | 309,972 | $97.9B | 8.21% | |
| 5 | PYPLPAYPAL HLDGS INC | 291,404 | $84.9B | 7.12% | |
| 6 | GDDYGODADDY INC | 859,204 | $74.7B | 6.27% | |
| 7 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 129,739 | $68.7B | 5.76% | |
| 8 | CAECAE INC | 1,856,431 | $57.2B | 4.79% | |
| 9 | ITGARTNER INC | 192,762 | $46.7B | 3.92% | |
| 10 | CACCCREDIT ACCEP CORP MICH | 100,812 | $45.8B | 3.84% | |
| 11 | SUXSYNNEX CORP | 294,756 | $35.9B | 3.01% | |
| 12 | STSENSATA TECHNOLOGIES HLDG PL | 587,510 | $34.1B | 2.86% | |
| 13 | IRINGERSOLL RAND INC | 601,606 | $29.4B | 2.46% | |
| 14 | T7DTRANSDIGM GROUP INC | 43,997 | $28.5B | 2.39% | |
| 15 | YELPYELP INC | 608,090 | $24.3B | 2.04% | |
| 16 | SEICSEI INVTS CO | 322,455 | $20.0B | 1.68% | |
| 17 | VMEO*VIMEO INC | 287,585 | $14.1B | 1.18% | |
| 18 | VNTVONTIER CORPORATION | 106,320 | $3.5B | 0.29% | |
| 19 | —VAPOTHERM INC | 132,902 | $3.1B | 0.26% | |
| 20 | MDXGMIMEDX GROUP INC | 170,327 | $2.1B | 0.18% |