13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001158
Total Value
$1.02B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GODADDY INC | GDDY | 784,314 | $154.8M | 15.25% |
| 2 | CARVANA CO | CVNA | 749,607 | $152.4M | 15.02% |
| 3 | EXPEDIA GROUP INC | EXPE | 378,720 | $70.6M | 6.95% |
| 4 | SHIFT4 PMTS INC | 82452J109 | 669,212 | $69.5M | 6.84% |
| 5 | TD SYNNEX CORPORATION | SNX | 590,206 | $69.2M | 6.82% |
| 6 | PAYPAL HLDGS INC | PYPL | 725,462 | $61.9M | 6.10% |
| 7 | CREDIT ACCEP CORP MICH | 225310101 | 126,811 | $59.5M | 5.86% |
| 8 | APTIV PLC | APTV | 870,660 | $52.7M | 5.19% |
| 9 | TEMPUR SEALY INTL INC | SGI | 831,477 | $47.1M | 4.64% |
| 10 | APOLLO GLOBAL MGMT INC | 03769M106 | 231,010 | $38.2M | 3.76% |
| 11 | INGERSOLL RAND INC | IR | 361,346 | $32.7M | 3.22% |
| 12 | YELP INC | YELP | 746,050 | $28.9M | 2.84% |
| 13 | CORE & MAIN INC | CNM | 538,830 | $27.4M | 2.70% |
| 14 | WAYFAIR INC | W | 562,718 | $24.9M | 2.46% |
| 15 | WILLSCOT HLDGS CORP | WSC | 623,568 | $20.9M | 2.05% |
| 16 | TRANSDIGM GROUP INC | TDG | 16,407 | $20.8M | 2.05% |
| 17 | GILDAN ACTIVEWEAR INC | GIL | 363,292 | $17.1M | 1.68% |
| 18 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 103,870 | $15.5M | 1.52% |
| 19 | BLEND LABS INC | BLND | 3,122,648 | $13.1M | 1.30% |
| 20 | APPLIED MATLS INC | 038222105 | 70,110 | $11.4M | 1.12% |
| 21 | CARGURUS INC | CARG | 181,676 | $6.6M | 0.65% |
| 22 | GENERAC HLDGS INC | GNRC | 38,000 | $5.9M | 0.58% |
| 23 | ETSY INC | ETSY | 78,928 | $4.2M | 0.41% |
| 24 | NICE LTD | NCSYF | 24,520 | $4.2M | 0.41% |
| 25 | INSTALLED BLDG PRODS INC | 45780R101 | 19,610 | $3.4M | 0.34% |
| 26 | BEACON ROOFING SUPPLY INC | 073685109 | 19,380 | $2.0M | 0.19% |
| 27 | PINSTRIPES HOLDINGS INC | 06690B107 | 624,131 | $246,532 | 0.02% |