GOODNOW INVESTMENT GROUP, LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$686.5B
Holdings
27
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 1,722,320 | $101.8B | 14.82% | |
| 2 | ZBRAZEBRA TECHNOLOGIES CORP | 458,288 | $81.0B | 11.80% | |
| 3 | CACCCREDIT ACCEP CORP MICH | 150,155 | $65.8B | 9.58% | |
| 4 | GWRUSDGENESEE & WYO INC | 555,917 | $50.6B | 7.37% | |
| 5 | BFHALLIANCE DATA SYSTEMS CORP | 182,690 | $43.1B | 6.28% | |
| 6 | —GARDNER DENVER HLDGS INC | 1,519,927 | $43.1B | 6.27% | |
| 7 | WWAYFAIR INC | 280,548 | $41.4B | 6.03% | |
| 8 | ETSYETSY INC | 740,907 | $38.1B | 5.55% | |
| 9 | 2362120DSINCLAIR BROADCAST GROUP INC | 1,194,905 | $33.9B | 4.93% | |
| 10 | EAFEURGRAFTECH INTL LTD | 1,596,455 | $31.1B | 4.54% | |
| 11 | PYPLPAYPAL HLDGS INC | 347,424 | $30.5B | 4.45% | |
| 12 | GLPIGAMING & LEISURE PPTYS INC | 732,117 | $25.8B | 3.76% | |
| 13 | STSENSATA TECHNOLOGIES HLDNG P | 511,600 | $25.4B | 3.69% | |
| 14 | SEICSEI INVESTMENTS CO | 290,815 | $17.8B | 2.59% | |
| 15 | AYRAIRCASTLE LTD | 769,635 | $16.9B | 2.46% | |
| 16 | LENLENNAR CORP | 181,576 | $8.5B | 1.23% | |
| 17 | AXTAAXALTA COATING SYS LTD | 276,496 | $8.1B | 1.17% | |
| 18 | CMCSACOMCAST CORP NEW | 170,050 | $6.0B | 0.88% | |
| 19 | DLTRDOLLAR TREE INC | 71,635 | $5.8B | 0.85% | |
| 20 | DISCKUSDDISCOVERY INC | 160,235 | $4.7B | 0.69% | |
| 21 | STRASTRATEGIC ED INC | 24,912 | $3.4B | 0.50% | |
| 22 | FLRFLUOR CORP NEW | 14,875 | $864.0M | 0.13% | |
| 23 | ULTAULTA BEAUTY INC | 2,960 | $835.0M | 0.12% | |
| 24 | CHTRCHARTER COMMUNICATIONS INC N | 2,500 | $815.0M | 0.12% | |
| 25 | METAFACEBOOK INC | 2,980 | $490.0M | 0.07% | |
| 26 | APTVAPTIV PLC | 4,910 | $412.0M | 0.06% | |
| 27 | —TRONOX LTD | 25,050 | $299.0M | 0.04% |