GOODNOW INVESTMENT GROUP, LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$649.4B
Holdings
20
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRTN-PATRITON INTL LTD | 2,133,387 | $112.3B | 17.30% | |
| 2 | SUXTD SYNNEX CORPORATION | 684,245 | $62.3B | 9.60% | |
| 3 | GDDYGODADDY INC | 887,634 | $61.7B | 9.51% | |
| 4 | ETSYETSY INC | 707,162 | $51.8B | 7.97% | |
| 5 | CAECAE INC | 1,930,881 | $47.5B | 7.32% | |
| 6 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 157,703 | $46.4B | 7.14% | |
| 7 | APPAPPLOVIN CORP | 1,345,710 | $46.3B | 7.14% | |
| 8 | ITGARTNER INC | 146,942 | $35.5B | 5.47% | |
| 9 | PYPLPAYPAL HLDGS INC | 468,034 | $32.7B | 5.03% | |
| 10 | STSENSATA TECHNOLOGIES HLDG PL | 637,620 | $26.3B | 4.06% | |
| 11 | IRINGERSOLL RAND INC | 625,876 | $26.3B | 4.06% | |
| 12 | CVNACARVANA CO | 1,147,388 | $25.9B | 3.99% | |
| 13 | T7DTRANSDIGM GROUP INC | 44,217 | $23.7B | 3.65% | |
| 14 | YELPYELP INC | 608,370 | $16.9B | 2.60% | |
| 15 | SEICSEI INVTS CO | 247,005 | $13.3B | 2.05% | |
| 16 | WWAYFAIR INC | 200,698 | $8.7B | 1.35% | |
| 17 | LGIHLGI HOMES INC | 67,144 | $5.8B | 0.90% | |
| 18 | IBPINSTALLED BLDG PRODS INC | 39,976 | $3.3B | 0.51% | |
| 19 | CACCCREDIT ACCEP CORP MICH | 4,114 | $1.9B | 0.30% | |
| 20 | —VAPOTHERM INC | 133,732 | $338.0M | 0.05% |