GOODNOW INVESTMENT GROUP, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.0T
Holdings
27
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 784,314 | $154.8B | 15.25% | |
| 2 | CVNACARVANA CO | 749,607 | $152.4B | 15.02% | |
| 3 | EXPEEXPEDIA GROUP INC | 378,720 | $70.6B | 6.95% | |
| 4 | FOURSHIFT4 PMTS INC | 669,212 | $69.5B | 6.84% | |
| 5 | SUXTD SYNNEX CORPORATION | 590,206 | $69.2B | 6.82% | |
| 6 | PYPLPAYPAL HLDGS INC | 725,462 | $61.9B | 6.10% | |
| 7 | CACCCREDIT ACCEP CORP MICH | 126,811 | $59.5B | 5.86% | |
| 8 | APTVAPTIV PLC | 870,660 | $52.7B | 5.19% | |
| 9 | TPDTEMPUR SEALY INTL INC | 831,477 | $47.1B | 4.64% | |
| 10 | APOAPOLLO GLOBAL MGMT INC | 231,010 | $38.2B | 3.76% | |
| 11 | IRINGERSOLL RAND INC | 361,346 | $32.7B | 3.22% | |
| 12 | YELPYELP INC | 746,050 | $28.9B | 2.84% | |
| 13 | CNMCORE & MAIN INC | 538,830 | $27.4B | 2.70% | |
| 14 | WWAYFAIR INC | 562,718 | $24.9B | 2.46% | |
| 15 | WSCWILLSCOT HLDGS CORP | 623,568 | $20.9B | 2.05% | |
| 16 | T7DTRANSDIGM GROUP INC | 16,407 | $20.8B | 2.05% | |
| 17 | GILGILDAN ACTIVEWEAR INC | 363,292 | $17.1B | 1.68% | |
| 18 | ICEINTERCONTINENTAL EXCHANGE IN | 103,870 | $15.5B | 1.52% | |
| 19 | BLNDBLEND LABS INC | 3,122,648 | $13.1B | 1.30% | |
| 20 | AMATAPPLIED MATLS INC | 70,110 | $11.4B | 1.12% | |
| 21 | CARGCARGURUS INC | 181,676 | $6.6B | 0.65% | |
| 22 | GNRCGENERAC HLDGS INC | 38,000 | $5.9B | 0.58% | |
| 23 | ETSYETSY INC | 78,928 | $4.2B | 0.41% | |
| 24 | NSYNICE LTD | 24,520 | $4.2B | 0.41% | |
| 25 | IBPINSTALLED BLDG PRODS INC | 19,610 | $3.4B | 0.34% | |
| 26 | BECNUSDBEACON ROOFING SUPPLY INC | 19,380 | $2.0B | 0.19% | |
| 27 | PNSTQPINSTRIPES HOLDINGS INC | 624,131 | $246.5M | 0.02% |