Goodnow Investment Group
Latest statistics and disclosures from Goodnow Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, GDDY, SNX, IR, APO, and represent 46.88% of Goodnow Investment Group's stock portfolio.
- Added to shares of these 10 stocks: ETSY (+$35M), APTV (+$33M), FIS (+$26M), EXPE (+$17M), WSC (+$17M), TPX, FOUR, CARG, GNRC, YELP.
- Started 4 new stock positions in EXPE, WSC, FOUR, FIS.
- Reduced shares in these 10 stocks: IT (-$31M), ZBRA (-$21M), TDG (-$19M), IBP (-$17M), CVNA (-$12M), IR (-$11M), CACC, BECN, GDDY, CAE.
- Sold out of its positions in BECN, IBP, ZBRA.
- Goodnow Investment Group was a net buyer of stock by $19M.
- Goodnow Investment Group has $833M in assets under management (AUM), dropping by 17.08%.
- Central Index Key (CIK): 0001362255
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Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 26 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 14.0 | $116M | -9% | 1.3M | 87.91 |
|
| Godaddy Cl A (GDDY) | 13.2 | $110M | 925k | 118.68 |
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| SYNNEX Corporation (SNX) | 7.2 | $60M | 532k | 113.10 |
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| Ingersoll Rand (IR) | 6.4 | $53M | -17% | 561k | 94.95 |
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| Apollo Global Mgmt (APO) | 6.1 | $51M | 453k | 112.45 |
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| Tempur-Pedic International (TPX) | 5.6 | $47M | +6% | 824k | 56.82 |
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| Paypal Holdings (PYPL) | 5.1 | $42M | 632k | 66.99 |
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| Credit Acceptance (CACC) | 4.9 | $41M | -5% | 74k | 551.55 |
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| Etsy (ETSY) | 4.9 | $41M | +620% | 591k | 68.72 |
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| Cae (CAE) | 4.6 | $38M | 1.9M | 20.64 |
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| Aptiv SHS (APTV) | 4.1 | $35M | +2121% | 434k | 79.65 |
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| TransDigm Group Incorporated (TDG) | 3.2 | $27M | -41% | 22k | 1231.60 |
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| Fidelity National Information Services (FIS) | 3.1 | $26M | NEW | 353k | 74.18 |
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| Ye Cl A (YELP) | 3.1 | $26M | 650k | 39.40 |
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| Wayfair Cl A (W) | 3.0 | $25M | 362k | 67.88 |
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| Intercontinental Exchange (ICE) | 2.2 | $19M | 136k | 137.43 |
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| Expedia Group Com New (EXPE) | 2.0 | $17M | NEW | 122k | 137.75 |
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| Willscot Mobil Mini Hldng Com Cl A (WSC) | 2.0 | $17M | NEW | 356k | 46.50 |
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| Six Flags Entertainment (SIX) | 1.6 | $13M | -2% | 505k | 26.32 |
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| Gildan Activewear Inc Com Cad (GIL) | 1.3 | $11M | 292k | 37.13 |
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| Lithia Motors (LAD) | 0.8 | $6.5M | 22k | 300.86 |
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| Generac Holdings (GNRC) | 0.6 | $5.0M | +58% | 40k | 126.14 |
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| Cargurus Com Cl A (CARG) | 0.4 | $3.2M | +314% | 137k | 23.08 |
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| Shift4 Pmts Cl A (FOUR) | 0.3 | $2.6M | NEW | 40k | 66.07 |
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| Gartner (IT) | 0.2 | $1.5M | -95% | 3.1k | 476.67 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $907k | 1.6k | 581.21 |
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Past Filings by Goodnow Investment Group
SEC 13F filings are viewable for Goodnow Investment Group going back to 2010
- Goodnow Investment Group 2024 Q1 filed May 15, 2024
- Goodnow Investment Group 2023 Q4 filed Feb. 14, 2024
- Goodnow Investment Group 2023 Q3 filed Nov. 14, 2023
- Goodnow Investment Group 2023 Q2 filed Aug. 14, 2023
- Goodnow Investment Group 2023 Q1 filed May 15, 2023
- Goodnow Investment Group 2022 Q4 filed Feb. 14, 2023
- Goodnow Investment Group 2022 Q3 filed Nov. 14, 2022
- Goodnow Investment Group 2022 Q2 filed Aug. 15, 2022
- Goodnow Investment Group 2022 Q1 filed May 16, 2022
- Goodnow Investment Group 2021 Q4 filed Feb. 14, 2022
- Goodnow Investment Group 2021 Q3 filed Nov. 15, 2021
- Goodnow Investment Group 2021 Q2 filed Aug. 16, 2021
- Goodnow Investment Group 2021 Q1 filed May 17, 2021
- Goodnow Investment Group 2020 Q4 filed Feb. 12, 2021
- Goodnow Investment Group 2020 Q3 filed Nov. 16, 2020
- Goodnow Investment Group 2020 Q2 filed Aug. 14, 2020