GOODNOW INVESTMENT GROUP, LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$530.5B
Holdings
25
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZBRAZEBRA TECHNOLOGIES CORP | 459,188 | $73.1B | 13.78% | |
| 2 | CVNACARVANA CO | 1,906,015 | $62.3B | 11.75% | |
| 3 | CACCCREDIT ACCEP CORP MICH | 151,752 | $57.9B | 10.92% | |
| 4 | GWRUSDGENESEE & WYO INC | 556,617 | $41.2B | 7.77% | |
| 5 | ETSYETSY INC | 770,513 | $36.7B | 6.91% | |
| 6 | PYPLPAYPAL HLDGS INC | 370,794 | $31.2B | 5.88% | |
| 7 | 2362120DSINCLAIR BROADCAST GROUP INC | 1,156,255 | $30.5B | 5.74% | |
| 8 | —GARDNER DENVER HLDGS INC | 1,435,792 | $29.4B | 5.53% | |
| 9 | EAFEURGRAFTECH INTL LTD | 2,177,856 | $24.9B | 4.70% | |
| 10 | STSENSATA TECHNOLOGIES HLDNG P | 530,942 | $23.8B | 4.49% | |
| 11 | GLPIGAMING & LEISURE PPTYS INC | 732,547 | $23.7B | 4.46% | |
| 12 | WWAYFAIR INC | 249,710 | $22.5B | 4.24% | |
| 13 | AYRAIRCASTLE LTD | 915,428 | $15.8B | 2.97% | |
| 14 | —METRO BANK PLC | 641,986 | $13.9B | 2.61% | |
| 15 | SEICSEI INVESTMENTS CO | 292,675 | $13.5B | 2.55% | |
| 16 | DLTRDOLLAR TREE INC | 71,695 | $6.5B | 1.22% | |
| 17 | WRLDWORLD ACCEP CORP DEL | 60,470 | $6.2B | 1.17% | |
| 18 | CMCSACOMCAST CORP NEW | 170,110 | $5.8B | 1.09% | |
| 19 | DISCKUSDDISCOVERY INC | 160,255 | $3.7B | 0.70% | |
| 20 | YELPYELP INC | 50,280 | $1.8B | 0.33% | |
| 21 | TELTE CONNECTIVITY LTD | 21,892 | $1.7B | 0.31% | |
| 22 | APTVAPTIV PLC | 25,080 | $1.5B | 0.29% | |
| 23 | FLRFLUOR CORP NEW | 39,940 | $1.3B | 0.24% | |
| 24 | ULTAULTA BEAUTY INC | 4,460 | $1.1B | 0.21% | |
| 25 | CHTRCHARTER COMMUNICATIONS INC N | 2,500 | $712.0M | 0.13% |