GOODNOW INVESTMENT GROUP, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$594.7B
Holdings
17
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRTN-PATRITON INTL LTD | 2,121,297 | $116.1B | 19.52% | |
| 2 | ETSYETSY INC | 712,842 | $71.4B | 12.00% | |
| 3 | GDDYGODADDY INC | 895,514 | $63.5B | 10.67% | |
| 4 | SUXTD SYNNEX CORPORATION | 690,095 | $56.0B | 9.42% | |
| 5 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 158,633 | $41.6B | 6.99% | |
| 6 | ITGARTNER INC | 147,702 | $40.9B | 6.87% | |
| 7 | PYPLPAYPAL HLDGS INC | 447,802 | $38.5B | 6.48% | |
| 8 | CAECAE INC | 1,948,071 | $29.9B | 5.02% | |
| 9 | IRINGERSOLL RAND INC | 631,606 | $27.3B | 4.59% | |
| 10 | STSENSATA TECHNOLOGIES HLDG PL | 644,810 | $24.0B | 4.04% | |
| 11 | T7DTRANSDIGM GROUP INC | 44,847 | $23.5B | 3.96% | |
| 12 | CVNACARVANA CO | 1,152,978 | $23.4B | 3.94% | |
| 13 | YELPYELP INC | 608,640 | $20.6B | 3.47% | |
| 14 | WWAYFAIR INC | 200,778 | $6.5B | 1.10% | |
| 15 | LGIHLGI HOMES INC | 67,574 | $5.5B | 0.92% | |
| 16 | IBPINSTALLED BLDG PRODS INC | 50,246 | $4.1B | 0.68% | |
| 17 | CACCCREDIT ACCEP CORP MICH | 4,114 | $1.8B | 0.30% |