GOODNOW INVESTMENT GROUP, LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$1.2T
Holdings
22
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 776,805 | $234.2B | 19.52% | |
| 2 | ETSYETSY INC | 761,398 | $158.3B | 13.19% | |
| 3 | TRTN-PATRITON INTL LTD | 2,167,652 | $112.8B | 9.40% | |
| 4 | WWAYFAIR INC | 321,870 | $82.2B | 6.85% | |
| 5 | PYPLPAYPAL HLDGS INC | 278,504 | $72.5B | 6.04% | |
| 6 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 123,085 | $63.4B | 5.29% | |
| 7 | SUXSYNNEX CORP | 602,833 | $62.8B | 5.23% | |
| 8 | GDDYGODADDY INC | 881,544 | $61.4B | 5.12% | |
| 9 | CAECAE INC | 1,901,041 | $56.8B | 4.73% | |
| 10 | ITGARTNER INC | 172,492 | $52.4B | 4.37% | |
| 11 | APPAPPLOVIN CORP | 520,684 | $37.7B | 3.14% | |
| 12 | CACCCREDIT ACCEP CORP MICH | 64,269 | $37.6B | 3.13% | |
| 13 | STSENSATA TECHNOLOGIES HLDG PL | 620,340 | $33.9B | 2.83% | |
| 14 | IRINGERSOLL RAND INC | 615,996 | $31.1B | 2.59% | |
| 15 | T7DTRANSDIGM GROUP INC | 44,767 | $28.0B | 2.33% | |
| 16 | YELPYELP INC | 627,610 | $23.4B | 1.95% | |
| 17 | SEICSEI INVTS CO | 333,975 | $19.8B | 1.65% | |
| 18 | RBLXROBLOX CORP | 170,660 | $12.9B | 1.07% | |
| 19 | VMEO*VIMEO INC | 394,875 | $11.6B | 0.97% | |
| 20 | —VAPOTHERM INC | 137,962 | $3.1B | 0.26% | |
| 21 | ROOTGBPROOT INC | 440,000 | $2.3B | 0.19% | |
| 22 | ACVAACV AUCTIONS INC | 112,470 | $2.0B | 0.17% |