13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000919574-24-004515
Total Value
$864.1M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 1,104,257 | $142.1M | 16.45% |
| 2 | GODADDY INC | GDDY | 908,404 | $126.9M | 14.69% |
| 3 | TD SYNNEX CORPORATION | SNX | 602,136 | $69.5M | 8.04% |
| 4 | APOLLO GLOBAL MGMT INC | 03769M106 | 387,910 | $45.8M | 5.30% |
| 5 | INGERSOLL RAND INC | IR | 504,166 | $45.8M | 5.30% |
| 6 | SHIFT4 PMTS INC | 82452J109 | 607,702 | $44.6M | 5.16% |
| 7 | EXPEDIA GROUP INC | EXPE | 348,860 | $44.0M | 5.09% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 78,531 | $40.4M | 4.68% |
| 9 | TEMPUR SEALY INTL INC | SGI | 847,017 | $40.1M | 4.64% |
| 10 | APTIV PLC | APTV | 514,740 | $36.2M | 4.19% |
| 11 | PAYPAL HLDGS INC | PYPL | 618,952 | $35.9M | 4.16% |
| 12 | ETSY INC | ETSY | 580,288 | $34.2M | 3.96% |
| 13 | TRANSDIGM GROUP INC | TDG | 21,117 | $27.0M | 3.12% |
| 14 | YELP INC | YELP | 651,970 | $24.1M | 2.79% |
| 15 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 581,648 | $21.9M | 2.53% |
| 16 | WAYFAIR INC | W | 388,038 | $20.5M | 2.37% |
| 17 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 133,870 | $18.3M | 2.12% |
| 18 | GILDAN ACTIVEWEAR INC | GIL | 370,222 | $14.0M | 1.62% |
| 19 | FIDELITY NATL INFORMATION SV | 31620M106 | 174,200 | $13.1M | 1.52% |
| 20 | CAE INC | CAE | 531,200 | $9.9M | 1.14% |
| 21 | GENERAC HLDGS INC | GNRC | 38,730 | $5.1M | 0.59% |
| 22 | CARGURUS INC | CARG | 135,296 | $3.5M | 0.41% |
| 23 | PINSTRIPES HOLDINGS INC | 06690B107 | 406,408 | $1.1M | 0.13% |