Q3 2023 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2023-11-14 · accession 0000919574-23-006190
$593.6M
Reported value
22
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 380237107 | GDDY | GODADDY INC | $69.8M | 11.8% | 937,264 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $60.5M | 10.2% | 1,441,388 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $53.6M | 9.02% | 536,465 | Common | SOLE |
| 124765108 | CAE | CAE INC | $44.2M | 7.44% | 1,891,641 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $43.4M | 7.32% | 681,666 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $41.2M | 6.95% | 459,400 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $37.5M | 6.32% | 642,122 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $31.8M | 5.36% | 37,727 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $30.7M | 5.16% | 66,631 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $27.3M | 4.61% | 79,592 | Common | SOLE |
| 985817105 | YELP | YELP INC | $26.4M | 4.44% | 633,720 | Common | SOLE |
| G8060N102 | ST | SENSATA TECHNOLOGIES HLDG PL | $23.5M | 3.96% | 621,220 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $22.7M | 3.82% | 523,270 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $19.0M | 3.20% | 313,708 | Common | SOLE |
| 989207105 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $18.0M | 3.03% | 76,110 | Common | SOLE |
| 83001A102 | SIXEUR | SIX FLAGS ENTMT CORP NEW | $12.2M | 2.06% | 520,271 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $9.0M | 1.51% | 71,686 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $8.3M | 1.39% | 294,840 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $6.0M | 1.02% | 20,471 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $5.2M | 0.88% | 81,128 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $2.7M | 0.46% | 24,940 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $581,839 | 0.10% | 33,210 | 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.