Q1 2024 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2024-05-15 · accession 0000919574-24-002997
$833.1M
Reported value
26
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $116.4M | 14.0% | 1,323,684 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $109.7M | 13.2% | 924,614 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $60.2M | 7.22% | 532,096 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $53.3M | 6.39% | 561,056 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $51.0M | 6.12% | 453,320 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $46.8M | 5.62% | 823,837 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $42.3M | 5.08% | 631,512 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $40.8M | 4.89% | 73,931 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $40.6M | 4.88% | 591,158 | Common | SOLE |
| 124765108 | CAE | CAE INC | $38.2M | 4.58% | 1,850,311 | Common | SOLE |
| G6095L109 | — | APTIV PLC | $34.6M | 4.15% | 433,790 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $27.0M | 3.24% | 21,907 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $26.2M | 3.15% | 353,270 | Common | SOLE |
| 985817105 | YELP | YELP INC | $25.6M | 3.08% | 650,410 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $24.6M | 2.95% | 362,118 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $18.7M | 2.25% | 136,340 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $16.8M | 2.02% | 122,300 | Common | SOLE |
| 971378104 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $16.5M | 1.98% | 355,590 | Common | SOLE |
| 83001A102 | SIXEUR | SIX FLAGS ENTMT CORP NEW | $13.3M | 1.60% | 504,841 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $10.8M | 1.30% | 291,762 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $6.5M | 0.78% | 21,601 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $5.0M | 0.60% | 39,450 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $3.2M | 0.38% | 137,306 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $2.6M | 0.32% | 39,810 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $1.5M | 0.17% | 3,052 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $906,688 | 0.11% | 1,560 | 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.