GOODNOW INVESTMENT GROUP, LLC Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$991.2B
Holdings
20
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 824,424 | $197.5B | 19.92% | |
| 2 | ETSYETSY INC | 906,480 | $161.3B | 16.27% | |
| 3 | TRTN-PATRITON INTL LTD | 1,836,404 | $89.1B | 8.99% | |
| 4 | WWAYFAIR INC | 333,168 | $75.2B | 7.59% | |
| 5 | PYPLPAYPAL HLDGS INC | 295,654 | $69.2B | 6.99% | |
| 6 | GDDYGODADDY INC | 767,984 | $63.7B | 6.43% | |
| 7 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 152,789 | $58.7B | 5.92% | |
| 8 | CAECAE INC | 1,648,930 | $45.7B | 4.61% | |
| 9 | IRINGERSOLL RAND INC | 666,902 | $30.4B | 3.07% | |
| 10 | ITGARTNER INC | 189,242 | $30.3B | 3.06% | |
| 11 | CACCCREDIT ACCEP CORP MICH | 84,243 | $29.2B | 2.94% | |
| 12 | T7DTRANSDIGM GROUP INC | 42,917 | $26.6B | 2.68% | |
| 13 | STSENSATA TECHNOLOGIES HLDG PL | 454,890 | $24.0B | 2.42% | |
| 14 | SEICSEI INVTS CO | 373,135 | $21.4B | 2.16% | |
| 15 | GLPIGAMING & LEISURE PPTYS INC | 471,740 | $20.0B | 2.02% | |
| 16 | YELPYELP INC | 598,590 | $19.6B | 1.97% | |
| 17 | NXSTNEXSTAR MEDIA GROUP INC | 130,240 | $14.2B | 1.43% | |
| 18 | —IAC INTERACTIVECORP NEW | 52,780 | $10.0B | 1.01% | |
| 19 | —VAPOTHERM INC | 131,572 | $3.5B | 0.36% | |
| 20 | MDXGMIMEDX GROUP INC | 175,399 | $1.6B | 0.16% |