GOODNOW INVESTMENT GROUP, LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$883.9B
Holdings
22
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 926,128 | $206.6B | 23.37% | |
| 2 | ETSYETSY INC | 965,511 | $117.4B | 13.29% | |
| 3 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 296,986 | $75.0B | 8.48% | |
| 4 | WWAYFAIR INC | 224,935 | $65.5B | 7.41% | |
| 5 | PYPLPAYPAL HLDGS INC | 289,734 | $57.1B | 6.46% | |
| 6 | TRTN-PATRITON INTL LTD | 1,391,509 | $56.6B | 6.40% | |
| 7 | GDDYGODADDY INC | 672,024 | $51.1B | 5.78% | |
| 8 | CACCCREDIT ACCEP CORP MICH | 128,420 | $43.5B | 4.92% | |
| 9 | STRASTRATEGIC ED INC | 298,170 | $27.3B | 3.09% | |
| 10 | CAECAE INC | 1,621,420 | $23.7B | 2.68% | |
| 11 | IRINGERSOLL RAND INC | 656,582 | $23.4B | 2.64% | |
| 12 | ITGARTNER INC | 184,932 | $23.1B | 2.61% | |
| 13 | T7DTRANSDIGM GROUP INC | 42,112 | $20.0B | 2.26% | |
| 14 | STSENSATA TECHNOLOGIES HLDNG P | 432,220 | $18.6B | 2.11% | |
| 15 | SEICSEI INVTS CO | 358,805 | $18.2B | 2.06% | |
| 16 | GLPIGAMING & LEISURE PPTYS INC | 459,688 | $17.0B | 1.92% | |
| 17 | YELPYELP INC | 706,730 | $14.2B | 1.61% | |
| 18 | NXSTNEXSTAR MEDIA GROUP INC | 128,350 | $11.5B | 1.31% | |
| 19 | APTVAPTIV PLC | 71,303 | $6.5B | 0.74% | |
| 20 | —IAC INTERACTIVECORP NEW | 51,750 | $6.2B | 0.70% | |
| 21 | CMCSACOMCAST CORP NEW | 22,270 | $1.0B | 0.12% | |
| 22 | DISCKUSDDISCOVERY INC | 22,330 | $438.0M | 0.05% |