13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001196
Total Value
$623.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRITON INTL LTD | G9078F107 | 1,937,422 | $133.3M | 21.36% |
| 2 | ETSY INC | ETSY | 701,779 | $84.1M | 13.48% |
| 3 | GODADDY INC | GDDY | 868,514 | $65.0M | 10.42% |
| 4 | TD SYNNEX CORPORATION | SNX | 670,445 | $63.5M | 10.18% |
| 5 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 168,633 | $43.2M | 6.93% |
| 6 | PAYPAL HLDGS INC | PYPL | 521,472 | $37.1M | 5.95% |
| 7 | GARTNER INC | IT | 109,502 | $36.8M | 5.90% |
| 8 | CAE INC | CAE | 1,892,801 | $36.6M | 5.87% |
| 9 | INGERSOLL RAND INC | IR | 613,746 | $32.1M | 5.14% |
| 10 | TRANSDIGM GROUP INC | TDG | 43,647 | $27.5M | 4.41% |
| 11 | SENSATA TECHNOLOGIES HLDG PL | ST | 627,030 | $25.3M | 4.06% |
| 12 | YELP INC | YELP | 589,700 | $16.1M | 2.58% |
| 13 | INSTALLED BLDG PRODS INC | 45780R101 | 72,196 | $6.2M | 0.99% |
| 14 | WAYFAIR INC | W | 155,078 | $5.1M | 0.82% |
| 15 | CARVANA CO | CVNA | 1,013,978 | $4.8M | 0.77% |
| 16 | CREDIT ACCEP CORP MICH | 225310101 | 8,665 | $4.1M | 0.66% |
| 17 | CELANESE CORP DEL | CE | 29,350 | $3.0M | 0.48% |