GOODNOW INVESTMENT GROUP, LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$942.9T
Holdings
24
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 879,987 | $153.2T | 16.25% | |
| 2 | GDDYGODADDY INC | 846,804 | $132.8T | 14.08% | |
| 3 | SUXTD SYNNEX CORPORATION | 600,536 | $72.1T | 7.65% | |
| 4 | FOURSHIFT4 PMTS INC | 680,762 | $60.3T | 6.40% | |
| 5 | PYPLPAYPAL HLDGS INC | 737,082 | $57.5T | 6.10% | |
| 6 | EXPEEXPEDIA GROUP INC | 385,270 | $57.0T | 6.05% | |
| 7 | APOAPOLLO GLOBAL MGMT INC | 387,330 | $48.4T | 5.13% | |
| 8 | TPDTEMPUR SEALY INTL INC | 845,207 | $46.1T | 4.89% | |
| 9 | APTVAPTIV PLC | 612,680 | $44.1T | 4.68% | |
| 10 | IRINGERSOLL RAND INC | 367,966 | $36.1T | 3.83% | |
| 11 | CACCCREDIT ACCEP CORP MICH | 78,501 | $34.8T | 3.69% | |
| 12 | T7DTRANSDIGM GROUP INC | 20,917 | $29.9T | 3.17% | |
| 13 | ETSYETSY INC | 479,568 | $26.6T | 2.82% | |
| 14 | YELPYELP INC | 752,330 | $26.4T | 2.80% | |
| 15 | WWAYFAIR INC | 443,308 | $24.9T | 2.64% | |
| 16 | WSCWILLSCOT HLDGS CORP | 634,958 | $23.9T | 2.53% | |
| 17 | ICEINTERCONTINENTAL EXCHANGE IN | 133,580 | $21.5T | 2.28% | |
| 18 | GILGILDAN ACTIVEWEAR INC | 369,382 | $17.4T | 1.85% | |
| 19 | BLNDBLEND LABS INC | 2,479,458 | $9.3T | 0.99% | |
| 20 | CAECAE INC | 357,750 | $6.7T | 0.71% | |
| 21 | GNRCGENERAC HLDGS INC | 38,640 | $6.1T | 0.65% | |
| 22 | CARGCARGURUS INC | 184,716 | $5.5T | 0.59% | |
| 23 | BECNUSDBEACON ROOFING SUPPLY INC | 19,740 | $1.7T | 0.18% | |
| 24 | PNSTQPINSTRIPES HOLDINGS INC | 654,601 | $502.0B | 0.05% |