13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000919574-23-004653
Total Value
$695.0M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRITON INTL LTD | G9078F107 | 1,043,557 | $86.9M | 12.50% |
| 2 | GODADDY INC | GDDY | 867,304 | $65.2M | 9.38% |
| 3 | TD SYNNEX CORPORATION | SNX | 533,675 | $50.2M | 7.22% |
| 4 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 169,213 | $50.1M | 7.20% |
| 5 | ETSY INC | ETSY | 591,038 | $50.0M | 7.20% |
| 6 | INGERSOLL RAND INC | IR | 678,376 | $44.3M | 6.38% |
| 7 | PAYPAL HLDGS INC | PYPL | 638,522 | $42.6M | 6.13% |
| 8 | CAE INC | CAE | 1,881,821 | $42.1M | 6.06% |
| 9 | CARVANA CO | CVNA | 1,476,458 | $38.3M | 5.51% |
| 10 | APOLLO GLOBAL MGMT INC | 03769M106 | 456,680 | $35.1M | 5.05% |
| 11 | TRANSDIGM GROUP INC | TDG | 38,467 | $34.4M | 4.95% |
| 12 | CREDIT ACCEP CORP MICH | 225310101 | 61,221 | $31.1M | 4.47% |
| 13 | SENSATA TECHNOLOGIES HLDG PL | ST | 618,710 | $27.8M | 4.01% |
| 14 | GARTNER INC | IT | 79,042 | $27.7M | 3.98% |
| 15 | YELP INC | YELP | 627,890 | $22.9M | 3.29% |
| 16 | WAYFAIR INC | W | 310,828 | $20.2M | 2.91% |
| 17 | INSTALLED BLDG PRODS INC | 45780R101 | 71,366 | $10.0M | 1.44% |
| 18 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 257,810 | $6.7M | 0.96% |
| 19 | LITHIA MTRS INC | 536797103 | 20,341 | $6.2M | 0.89% |
| 20 | CELANESE CORP DEL | CE | 29,020 | $3.4M | 0.48% |