GOODNOW INVESTMENT GROUP, LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$1.2T
Holdings
20
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 805,448 | $186.7B | 15.78% | |
| 2 | ETSYETSY INC | 722,250 | $158.1B | 13.37% | |
| 3 | TRTN-PATRITON INTL LTD | 2,160,072 | $130.1B | 11.00% | |
| 4 | APPAPPLOVIN CORP | 1,084,814 | $102.3B | 8.65% | |
| 5 | GDDYGODADDY INC | 878,194 | $74.5B | 6.30% | |
| 6 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 116,335 | $69.2B | 5.85% | |
| 7 | SUXTD SYNNEX CORPORATION | 600,723 | $68.7B | 5.81% | |
| 8 | PYPLPAYPAL HLDGS INC | 356,104 | $67.2B | 5.68% | |
| 9 | ITGARTNER INC | 171,712 | $57.4B | 4.85% | |
| 10 | CAECAE INC | 1,898,741 | $47.9B | 4.05% | |
| 11 | WWAYFAIR INC | 250,078 | $47.5B | 4.02% | |
| 12 | STSENSATA TECHNOLOGIES HLDG PL | 619,650 | $38.2B | 3.23% | |
| 13 | IRINGERSOLL RAND INC | 614,366 | $38.0B | 3.21% | |
| 14 | T7DTRANSDIGM GROUP INC | 44,807 | $28.5B | 2.41% | |
| 15 | YELPYELP INC | 621,870 | $22.5B | 1.91% | |
| 16 | SEICSEI INVTS CO | 330,915 | $20.2B | 1.70% | |
| 17 | RBLXROBLOX CORP | 173,160 | $17.9B | 1.51% | |
| 18 | CACCCREDIT ACCEP CORP MICH | 4,204 | $2.9B | 0.24% | |
| 19 | —VAPOTHERM INC | 136,692 | $2.8B | 0.24% | |
| 20 | ACVAACV AUCTIONS INC | 112,360 | $2.1B | 0.18% |