GOODNOW INVESTMENT GROUP, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$593.6T
Holdings
22
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 937,264 | $69.8T | 11.76% | |
| 2 | CVNACARVANA CO | 1,441,388 | $60.5T | 10.19% | |
| 3 | SUXTD SYNNEX CORPORATION | 536,465 | $53.6T | 9.02% | |
| 4 | CAECAE INC | 1,891,641 | $44.2T | 7.44% | |
| 5 | IRINGERSOLL RAND INC | 681,666 | $43.4T | 7.32% | |
| 6 | APOAPOLLO GLOBAL MGMT INC | 459,400 | $41.2T | 6.95% | |
| 7 | PYPLPAYPAL HLDGS INC | 642,122 | $37.5T | 6.32% | |
| 8 | T7DTRANSDIGM GROUP INC | 37,727 | $31.8T | 5.36% | |
| 9 | CACCCREDIT ACCEP CORP MICH | 66,631 | $30.7T | 5.16% | |
| 10 | ITGARTNER INC | 79,592 | $27.3T | 4.61% | |
| 11 | YELPYELP INC | 633,720 | $26.4T | 4.44% | |
| 12 | STSENSATA TECHNOLOGIES HLDG PL | 621,220 | $23.5T | 3.96% | |
| 13 | TPDTEMPUR SEALY INTL INC | 523,270 | $22.7T | 3.82% | |
| 14 | WWAYFAIR INC | 313,708 | $19.0T | 3.20% | |
| 15 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 76,110 | $18.0T | 3.03% | |
| 16 | SIXEURSIX FLAGS ENTMT CORP NEW | 520,271 | $12.2T | 2.06% | |
| 17 | IBPINSTALLED BLDG PRODS INC | 71,686 | $9.0T | 1.51% | |
| 18 | GILGILDAN ACTIVEWEAR INC | 294,840 | $8.3T | 1.39% | |
| 19 | LADLITHIA MTRS INC | 20,471 | $6.0T | 1.02% | |
| 20 | ETSYETSY INC | 81,128 | $5.2T | 0.88% | |
| 21 | GNRCGENERAC HLDGS INC | 24,940 | $2.7T | 0.46% | |
| 22 | CARGCARGURUS INC | 33,210 | $581.8B | 0.10% |