13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006450
Total Value
$942.9M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 879,987 | $153.2M | 16.25% |
| 2 | GODADDY INC | GDDY | 846,804 | $132.8M | 14.08% |
| 3 | TD SYNNEX CORPORATION | SNX | 600,536 | $72.1M | 7.65% |
| 4 | SHIFT4 PMTS INC | 82452J109 | 680,762 | $60.3M | 6.40% |
| 5 | PAYPAL HLDGS INC | PYPL | 737,082 | $57.5M | 6.10% |
| 6 | EXPEDIA GROUP INC | EXPE | 385,270 | $57.0M | 6.05% |
| 7 | APOLLO GLOBAL MGMT INC | 03769M106 | 387,330 | $48.4M | 5.13% |
| 8 | TEMPUR SEALY INTL INC | SGI | 845,207 | $46.1M | 4.89% |
| 9 | APTIV PLC | APTV | 612,680 | $44.1M | 4.68% |
| 10 | INGERSOLL RAND INC | IR | 367,966 | $36.1M | 3.83% |
| 11 | CREDIT ACCEP CORP MICH | 225310101 | 78,501 | $34.8M | 3.69% |
| 12 | TRANSDIGM GROUP INC | TDG | 20,917 | $29.9M | 3.17% |
| 13 | ETSY INC | ETSY | 479,568 | $26.6M | 2.82% |
| 14 | YELP INC | YELP | 752,330 | $26.4M | 2.80% |
| 15 | WAYFAIR INC | W | 443,308 | $24.9M | 2.64% |
| 16 | WILLSCOT HLDGS CORP | WSC | 634,958 | $23.9M | 2.53% |
| 17 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 133,580 | $21.5M | 2.28% |
| 18 | GILDAN ACTIVEWEAR INC | GIL | 369,382 | $17.4M | 1.85% |
| 19 | BLEND LABS INC | BLND | 2,479,458 | $9.3M | 0.99% |
| 20 | CAE INC | CAE | 357,750 | $6.7M | 0.71% |
| 21 | GENERAC HLDGS INC | GNRC | 38,640 | $6.1M | 0.65% |
| 22 | CARGURUS INC | CARG | 184,716 | $5.5M | 0.59% |
| 23 | BEACON ROOFING SUPPLY INC | 073685109 | 19,740 | $1.7M | 0.18% |
| 24 | PINSTRIPES HOLDINGS INC | 06690B107 | 654,601 | $502,014 | 0.05% |