13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006190
Total Value
$593.6M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GODADDY INC | GDDY | 937,264 | $69.8M | 11.76% |
| 2 | CARVANA CO | CVNA | 1,441,388 | $60.5M | 10.19% |
| 3 | TD SYNNEX CORPORATION | SNX | 536,465 | $53.6M | 9.02% |
| 4 | CAE INC | CAE | 1,891,641 | $44.2M | 7.44% |
| 5 | INGERSOLL RAND INC | IR | 681,666 | $43.4M | 7.32% |
| 6 | APOLLO GLOBAL MGMT INC | 03769M106 | 459,400 | $41.2M | 6.95% |
| 7 | PAYPAL HLDGS INC | PYPL | 642,122 | $37.5M | 6.32% |
| 8 | TRANSDIGM GROUP INC | TDG | 37,727 | $31.8M | 5.36% |
| 9 | CREDIT ACCEP CORP MICH | 225310101 | 66,631 | $30.7M | 5.16% |
| 10 | GARTNER INC | IT | 79,592 | $27.3M | 4.61% |
| 11 | YELP INC | YELP | 633,720 | $26.4M | 4.44% |
| 12 | SENSATA TECHNOLOGIES HLDG PL | ST | 621,220 | $23.5M | 3.96% |
| 13 | TEMPUR SEALY INTL INC | SGI | 523,270 | $22.7M | 3.82% |
| 14 | WAYFAIR INC | W | 313,708 | $19.0M | 3.20% |
| 15 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 76,110 | $18.0M | 3.03% |
| 16 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 520,271 | $12.2M | 2.06% |
| 17 | INSTALLED BLDG PRODS INC | 45780R101 | 71,686 | $9.0M | 1.51% |
| 18 | GILDAN ACTIVEWEAR INC | GIL | 294,840 | $8.3M | 1.39% |
| 19 | LITHIA MTRS INC | 536797103 | 20,471 | $6.0M | 1.02% |
| 20 | ETSY INC | ETSY | 81,128 | $5.2M | 0.88% |
| 21 | GENERAC HLDGS INC | GNRC | 24,940 | $2.7M | 0.46% |
| 22 | CARGURUS INC | CARG | 33,210 | $581,839 | 0.10% |