Q4 2024 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2025-02-14 · accession 0000919574-25-001158
$1.02B
Reported value
27
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 380237107 | GDDY | GODADDY INC | $154.8M | 15.2% | 784,314 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $152.4M | 15.0% | 749,607 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $70.6M | 6.95% | 378,720 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $69.5M | 6.84% | 669,212 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $69.2M | 6.82% | 590,206 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $61.9M | 6.10% | 725,462 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $59.5M | 5.86% | 126,811 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $52.7M | 5.19% | 870,660 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $47.1M | 4.64% | 831,477 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $38.2M | 3.76% | 231,010 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $32.7M | 3.22% | 361,346 | Common | SOLE |
| 985817105 | YELP | YELP INC | $28.9M | 2.84% | 746,050 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $27.4M | 2.70% | 538,830 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $24.9M | 2.46% | 562,718 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $20.9M | 2.05% | 623,568 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $20.8M | 2.05% | 16,407 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $17.1M | 1.68% | 363,292 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $15.5M | 1.52% | 103,870 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $13.1M | 1.30% | 3,122,648 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $11.4M | 1.12% | 70,110 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $6.6M | 0.65% | 181,676 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $5.9M | 0.58% | 38,000 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $4.2M | 0.41% | 78,928 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $4.2M | 0.41% | 24,520 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $3.4M | 0.34% | 19,610 | Common | SOLE |
| 073685109 | BECNUSD | BEACON ROOFING SUPPLY INC | $2.0M | 0.19% | 19,380 | Common | SOLE |
| 06690B107 | PNSTQ | PINSTRIPES HOLDINGS INC | $246,532 | 0.02% | 624,131 | 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.