GOODNOW INVESTMENT GROUP, LLC Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$746.7M

Holdings

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (23 positions)

#	Stock	Shares	Value	% Portfolio
1	CVNACARVANA CO	1,608,261	$148.0M	19.83%
2	ZBRAZEBRA TECHNOLOGIES CORP	434,499	$111.0M	14.86%
3	CACCCREDIT ACCEP CORP MICH	144,524	$63.9M	8.56%
4	ETSYETSY INC	1,148,891	$50.9M	6.82%
5	T7DTRANSDIGM GROUP INC	84,193	$47.1M	6.31%
6	—GARDNER DENVER HLDGS INC	1,139,382	$41.8M	5.60%
7	PYPLPAYPAL HLDGS INC	367,774	$39.8M	5.33%
8	YELPYELP INC	775,795	$27.0M	3.62%
9	GLPIGAMING & LEISURE PPTYS INC	617,967	$26.6M	3.56%
10	AYRAIRCASTLE LTD	778,878	$24.9M	3.34%
11	STSENSATA TECHNOLOGIES HLDNG P	443,612	$23.9M	3.20%
12	SEICSEI INVESTMENTS CO	352,355	$23.1M	3.09%
13	WWAYFAIR INC	239,178	$21.6M	2.89%
14	GDDYGODADDY INC	269,870	$18.3M	2.45%
15	2362120DSINCLAIR BROADCAST GROUP INC	532,929	$17.8M	2.38%
16	STRASTRATEGIC ED INC	97,598	$15.5M	2.08%
17	EAFEURGRAFTECH INTL LTD	1,150,413	$13.4M	1.79%
18	APTVAPTIV PLC	90,803	$8.6M	1.15%
19	WRLDWORLD ACCEP CORP DEL	97,070	$8.4M	1.12%
20	0VVBVIACOMCBS INC	196,270	$8.2M	1.10%
21	DISCKUSDDISCOVERY INC	173,205	$5.3M	0.71%
22	CMCSACOMCAST CORP NEW	21,940	$987K	0.13%
23	CPRICAPRI HOLDINGS LIMITED	12,890	$492K	0.07%