Q4 2023 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2024-02-14 · accession 0000919574-24-001087
$711.5M
Reported value
25
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 380237107 | GDDY | GODADDY INC | $99.3M | 14.0% | 935,214 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $77.5M | 10.9% | 1,464,528 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $57.4M | 8.07% | 533,545 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $52.3M | 7.36% | 676,716 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $42.7M | 6.00% | 458,310 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $41.5M | 5.84% | 77,941 | Common | SOLE |
| 124765108 | CAE | CAE INC | $40.6M | 5.71% | 1,881,201 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $39.4M | 5.54% | 773,677 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $39.3M | 5.53% | 640,622 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $37.6M | 5.28% | 37,157 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $31.0M | 4.35% | 68,621 | Common | SOLE |
| 985817105 | YELP | YELP INC | $30.4M | 4.27% | 641,660 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $22.0M | 3.10% | 357,238 | Common | SOLE |
| 989207105 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $20.8M | 2.92% | 76,110 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $17.8M | 2.50% | 138,230 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $16.9M | 2.37% | 92,423 | Common | SOLE |
| 83001A102 | SIXEUR | SIX FLAGS ENTMT CORP NEW | $13.0M | 1.82% | 516,391 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $9.8M | 1.38% | 296,742 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $7.2M | 1.01% | 21,841 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $6.6M | 0.93% | 81,998 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $3.2M | 0.45% | 24,820 | Common | SOLE |
| G6095L109 | — | APTIV PLC | $1.8M | 0.25% | 19,530 | Common | SOLE |
| 073685109 | BECNUSD | BEACON ROOFING SUPPLY INC | $1.7M | 0.24% | 19,530 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $833,340 | 0.12% | 1,570 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $800,179 | 0.11% | 33,120 | 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.