13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000919574-23-003115
Total Value
$611.7M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GODADDY INC | GDDY | 874,094 | $67.9M | 11.11% |
| 2 | TRITON INTL LTD | G9078F107 | 1,054,017 | $66.6M | 10.89% |
| 3 | ETSY INC | ETSY | 591,718 | $65.9M | 10.77% |
| 4 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 169,943 | $54.0M | 8.84% |
| 5 | TD SYNNEX CORPORATION | SNX | 539,535 | $52.2M | 8.54% |
| 6 | PAYPAL HLDGS INC | PYPL | 604,122 | $45.9M | 7.50% |
| 7 | CAE INC | CAE | 1,902,651 | $43.1M | 7.04% |
| 8 | INGERSOLL RAND INC | IR | 616,806 | $35.9M | 5.87% |
| 9 | SENSATA TECHNOLOGIES HLDG PL | ST | 628,980 | $31.5M | 5.14% |
| 10 | TRANSDIGM GROUP INC | TDG | 39,337 | $29.0M | 4.74% |
| 11 | CREDIT ACCEP CORP MICH | 225310101 | 61,401 | $26.8M | 4.38% |
| 12 | GARTNER INC | IT | 79,252 | $25.8M | 4.22% |
| 13 | YELP INC | YELP | 622,550 | $19.1M | 3.12% |
| 14 | CARVANA CO | CVNA | 1,473,188 | $14.4M | 2.36% |
| 15 | APOLLO GLOBAL MGMT INC | 03769M106 | 204,230 | $12.9M | 2.11% |
| 16 | WAYFAIR INC | W | 268,368 | $9.2M | 1.51% |
| 17 | INSTALLED BLDG PRODS INC | 45780R101 | 72,456 | $8.3M | 1.35% |
| 18 | CELANESE CORP DEL | CE | 29,260 | $3.2M | 0.52% |