Q2 2023 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2023-08-14 · accession 0000919574-23-004653
$695.0M
Reported value
20
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G9078F107 | — | TRITON INTL LTD | $86.9M | 12.5% | 1,043,557 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $65.2M | 9.38% | 867,304 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $50.2M | 7.22% | 533,675 | Common | SOLE |
| 989207105 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $50.1M | 7.20% | 169,213 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $50.0M | 7.20% | 591,038 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $44.3M | 6.38% | 678,376 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $42.6M | 6.13% | 638,522 | Common | SOLE |
| 124765108 | CAE | CAE INC | $42.1M | 6.06% | 1,881,821 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $38.3M | 5.51% | 1,476,458 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $35.1M | 5.05% | 456,680 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $34.4M | 4.95% | 38,467 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $31.1M | 4.47% | 61,221 | Common | SOLE |
| G8060N102 | ST | SENSATA TECHNOLOGIES HLDG PL | $27.8M | 4.01% | 618,710 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $27.7M | 3.98% | 79,042 | Common | SOLE |
| 985817105 | YELP | YELP INC | $22.9M | 3.29% | 627,890 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $20.2M | 2.91% | 310,828 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $10.0M | 1.44% | 71,366 | Common | SOLE |
| 83001A102 | SIXEUR | SIX FLAGS ENTMT CORP NEW | $6.7M | 0.96% | 257,810 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $6.2M | 0.89% | 20,341 | Common | SOLE |
| 150870103 | CE | CELANESE CORP DEL | $3.4M | 0.48% | 29,020 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.