GOODNOW INVESTMENT GROUP, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$623.8T
Holdings
17
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRTN-PATRITON INTL LTD | 1,937,422 | $133.3T | 21.36% | |
| 2 | ETSYETSY INC | 701,779 | $84.1T | 13.48% | |
| 3 | GDDYGODADDY INC | 868,514 | $65.0T | 10.42% | |
| 4 | SUXTD SYNNEX CORPORATION | 670,445 | $63.5T | 10.18% | |
| 5 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 168,633 | $43.2T | 6.93% | |
| 6 | PYPLPAYPAL HLDGS INC | 521,472 | $37.1T | 5.95% | |
| 7 | ITGARTNER INC | 109,502 | $36.8T | 5.90% | |
| 8 | CAECAE INC | 1,892,801 | $36.6T | 5.87% | |
| 9 | IRINGERSOLL RAND INC | 613,746 | $32.1T | 5.14% | |
| 10 | T7DTRANSDIGM GROUP INC | 43,647 | $27.5T | 4.41% | |
| 11 | STSENSATA TECHNOLOGIES HLDG PL | 627,030 | $25.3T | 4.06% | |
| 12 | YELPYELP INC | 589,700 | $16.1T | 2.58% | |
| 13 | IBPINSTALLED BLDG PRODS INC | 72,196 | $6.2T | 0.99% | |
| 14 | WWAYFAIR INC | 155,078 | $5.1T | 0.82% | |
| 15 | CVNACARVANA CO | 1,013,978 | $4.8T | 0.77% | |
| 16 | CACCCREDIT ACCEP CORP MICH | 8,665 | $4.1T | 0.66% | |
| 17 | CECELANESE CORP DEL | 29,350 | $3.0T | 0.48% |