GOODNOW INVESTMENT GROUP, LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$704.4B
Holdings
21
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 1,898,145 | $125.3B | 17.79% | |
| 2 | ZBRAZEBRA TECHNOLOGIES CORP | 451,898 | $93.3B | 13.24% | |
| 3 | CACCCREDIT ACCEP CORP MICH | 151,874 | $70.1B | 9.95% | |
| 4 | ETSYETSY INC | 1,110,841 | $62.8B | 8.91% | |
| 5 | T7DTRANSDIGM GROUP INC | 101,510 | $52.9B | 7.50% | |
| 6 | —GARDNER DENVER HLDGS INC | 1,583,382 | $44.8B | 6.36% | |
| 7 | PYPLPAYPAL HLDGS INC | 368,324 | $38.2B | 5.42% | |
| 8 | WWAYFAIR INC | 246,807 | $27.7B | 3.93% | |
| 9 | EAFEURGRAFTECH INTL LTD | 2,094,786 | $26.8B | 3.81% | |
| 10 | YELPYELP INC | 766,265 | $26.6B | 3.78% | |
| 11 | STSENSATA TECHNOLOGIES HLDNG P | 518,664 | $26.0B | 3.69% | |
| 12 | GLPIGAMING & LEISURE PPTYS INC | 626,337 | $24.0B | 3.40% | |
| 13 | AYRAIRCASTLE LTD | 1,028,846 | $23.1B | 3.28% | |
| 14 | SEICSEI INVESTMENTS CO | 344,515 | $20.4B | 2.90% | |
| 15 | APTVAPTIV PLC | 117,953 | $10.3B | 1.46% | |
| 16 | —CBS CORP NEW | 249,640 | $10.1B | 1.43% | |
| 17 | WRLDWORLD ACCEP CORP DEL | 64,960 | $8.3B | 1.18% | |
| 18 | GDDYGODADDY INC | 125,000 | $8.2B | 1.17% | |
| 19 | DISCKUSDDISCOVERY INC | 176,495 | $4.3B | 0.62% | |
| 20 | CMCSACOMCAST CORP NEW | 22,000 | $992.0M | 0.14% | |
| 21 | CPRICAPRI HOLDINGS LIMITED | 13,050 | $433.0M | 0.06% |