GOODNOW INVESTMENT GROUP, LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$711.5T
Holdings
25
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 935,214 | $99.3T | 13.95% | |
| 2 | CVNACARVANA CO | 1,464,528 | $77.5T | 10.90% | |
| 3 | SUXTD SYNNEX CORPORATION | 533,545 | $57.4T | 8.07% | |
| 4 | IRINGERSOLL RAND INC | 676,716 | $52.3T | 7.36% | |
| 5 | APOAPOLLO GLOBAL MGMT INC | 458,310 | $42.7T | 6.00% | |
| 6 | CACCCREDIT ACCEP CORP MICH | 77,941 | $41.5T | 5.84% | |
| 7 | CAECAE INC | 1,881,201 | $40.6T | 5.71% | |
| 8 | TPDTEMPUR SEALY INTL INC | 773,677 | $39.4T | 5.54% | |
| 9 | PYPLPAYPAL HLDGS INC | 640,622 | $39.3T | 5.53% | |
| 10 | T7DTRANSDIGM GROUP INC | 37,157 | $37.6T | 5.28% | |
| 11 | ITGARTNER INC | 68,621 | $31.0T | 4.35% | |
| 12 | YELPYELP INC | 641,660 | $30.4T | 4.27% | |
| 13 | WWAYFAIR INC | 357,238 | $22.0T | 3.10% | |
| 14 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 76,110 | $20.8T | 2.92% | |
| 15 | ICEINTERCONTINENTAL EXCHANGE IN | 138,230 | $17.8T | 2.50% | |
| 16 | IBPINSTALLED BLDG PRODS INC | 92,423 | $16.9T | 2.37% | |
| 17 | SIXEURSIX FLAGS ENTMT CORP NEW | 516,391 | $13.0T | 1.82% | |
| 18 | GILGILDAN ACTIVEWEAR INC | 296,742 | $9.8T | 1.38% | |
| 19 | LADLITHIA MTRS INC | 21,841 | $7.2T | 1.01% | |
| 20 | ETSYETSY INC | 81,998 | $6.6T | 0.93% | |
| 21 | GNRCGENERAC HLDGS INC | 24,820 | $3.2T | 0.45% | |
| 22 | APTVAPTIV PLC | 19,530 | $1.8T | 0.25% | |
| 23 | BECNUSDBEACON ROOFING SUPPLY INC | 19,530 | $1.7T | 0.24% | |
| 24 | TMOTHERMO FISHER SCIENTIFIC INC | 1,570 | $833.3B | 0.12% | |
| 25 | CARGCARGURUS INC | 33,120 | $800.2B | 0.11% |