GOODNOW INVESTMENT GROUP, LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$864.1B
Holdings
23
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 1,104,257 | $142K | 0.00% | |
| 2 | GDDYGODADDY INC | 908,404 | $126K | 0.00% | |
| 3 | SUXTD SYNNEX CORPORATION | 602,136 | $69K | 0.00% | |
| 4 | IRINGERSOLL RAND INC | 504,166 | $45K | 0.00% | |
| 5 | APOAPOLLO GLOBAL MGMT INC | 387,910 | $45K | 0.00% | |
| 6 | FOURSHIFT4 PMTS INC | 607,702 | $44K | 0.00% | |
| 7 | EXPEEXPEDIA GROUP INC | 348,860 | $43K | 0.00% | |
| 8 | TPDTEMPUR SEALY INTL INC | 847,017 | $40K | 0.00% | |
| 9 | CACCCREDIT ACCEP CORP MICH | 78,531 | $40K | 0.00% | |
| 10 | APTVAPTIV PLC | 514,740 | $36K | 0.00% | |
| 11 | PYPLPAYPAL HLDGS INC | 618,952 | $35K | 0.00% | |
| 12 | ETSYETSY INC | 580,288 | $34K | 0.00% | |
| 13 | T7DTRANSDIGM GROUP INC | 21,117 | $26K | 0.00% | |
| 14 | YELPYELP INC | 651,970 | $24K | 0.00% | |
| 15 | WSCWILLSCOT MOBIL MINI HLDNG CO | 581,648 | $21K | 0.00% | |
| 16 | WWAYFAIR INC | 388,038 | $20K | 0.00% | |
| 17 | ICEINTERCONTINENTAL EXCHANGE IN | 133,870 | $18K | 0.00% | |
| 18 | GILGILDAN ACTIVEWEAR INC | 370,222 | $14K | 0.00% | |
| 19 | FISFIDELITY NATL INFORMATION SV | 174,200 | $13K | 0.00% | |
| 20 | CAECAE INC | 531,200 | $9K | 0.00% | |
| 21 | GNRCGENERAC HLDGS INC | 38,730 | $5K | 0.00% | |
| 22 | CARGCARGURUS INC | 135,296 | $3K | 0.00% | |
| 23 | PNSTQPINSTRIPES HOLDINGS INC | 406,408 | $1K | 0.00% |