13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000919574-24-002997
Total Value
$833.1M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 1,323,684 | $116.4M | 13.97% |
| 2 | GODADDY INC | GDDY | 924,614 | $109.7M | 13.17% |
| 3 | TD SYNNEX CORPORATION | SNX | 532,096 | $60.2M | 7.22% |
| 4 | INGERSOLL RAND INC | IR | 561,056 | $53.3M | 6.39% |
| 5 | APOLLO GLOBAL MGMT INC | 03769M106 | 453,320 | $51.0M | 6.12% |
| 6 | TEMPUR SEALY INTL INC | SGI | 823,837 | $46.8M | 5.62% |
| 7 | PAYPAL HLDGS INC | PYPL | 631,512 | $42.3M | 5.08% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 73,931 | $40.8M | 4.89% |
| 9 | ETSY INC | ETSY | 591,158 | $40.6M | 4.88% |
| 10 | CAE INC | CAE | 1,850,311 | $38.2M | 4.58% |
| 11 | APTIV PLC | APTV | 433,790 | $34.6M | 4.15% |
| 12 | TRANSDIGM GROUP INC | TDG | 21,907 | $27.0M | 3.24% |
| 13 | FIDELITY NATL INFORMATION SV | 31620M106 | 353,270 | $26.2M | 3.15% |
| 14 | YELP INC | YELP | 650,410 | $25.6M | 3.08% |
| 15 | WAYFAIR INC | W | 362,118 | $24.6M | 2.95% |
| 16 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 136,340 | $18.7M | 2.25% |
| 17 | EXPEDIA GROUP INC | EXPE | 122,300 | $16.8M | 2.02% |
| 18 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 355,590 | $16.5M | 1.98% |
| 19 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 504,841 | $13.3M | 1.60% |
| 20 | GILDAN ACTIVEWEAR INC | GIL | 291,762 | $10.8M | 1.30% |
| 21 | LITHIA MTRS INC | 536797103 | 21,601 | $6.5M | 0.78% |
| 22 | GENERAC HLDGS INC | GNRC | 39,450 | $5.0M | 0.60% |
| 23 | CARGURUS INC | CARG | 137,306 | $3.2M | 0.38% |
| 24 | SHIFT4 PMTS INC | 82452J109 | 39,810 | $2.6M | 0.32% |
| 25 | GARTNER INC | IT | 3,052 | $1.5M | 0.17% |
| 26 | THERMO FISHER SCIENTIFIC INC | TMO | 1,560 | $906,688 | 0.11% |