Goodnow Investment Group
Latest statistics and disclosures from Goodnow Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GDDY, CVNA, SNX, CAE, IR, and represent 45.73% of Goodnow Investment Group's stock portfolio.
- Added to shares of these 10 stocks: TPX (+$23M), GIL (+$8.3M), SIX (+$6.2M), GDDY (+$5.2M), GNRC, CACC, CARG, SNX, APO, YELP.
- Started 4 new stock positions in TPX, CARG, GIL, GNRC.
- Reduced shares in these 6 stocks: Triton International (-$87M), ETSY (-$33M), ZBRA (-$22M), CE, CVNA, TDG.
- Sold out of its positions in CE, Triton International.
- Goodnow Investment Group was a net seller of stock by $-97M.
- Goodnow Investment Group has $594M in assets under management (AUM), dropping by -14.59%.
- Central Index Key (CIK): 0001362255
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Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 11.8 | $70M | +8% | 937k | 74.48 |
|
| Carvana Cl A (CVNA) | 10.2 | $61M | -2% | 1.4M | 41.98 |
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| SYNNEX Corporation (SNX) | 9.0 | $54M | 537k | 99.86 |
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| Cae (CAE) | 7.4 | $44M | 1.9M | 23.35 |
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| Ingersoll Rand (IR) | 7.3 | $43M | 682k | 63.72 |
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| Apollo Global Mgmt (APO) | 6.9 | $41M | 459k | 89.76 |
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| Paypal Holdings (PYPL) | 6.3 | $38M | 642k | 58.46 |
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| TransDigm Group Incorporated (TDG) | 5.4 | $32M | 38k | 843.13 |
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| Credit Acceptance (CACC) | 5.2 | $31M | +8% | 67k | 460.12 |
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| Gartner (IT) | 4.6 | $27M | 80k | 343.61 |
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| Ye Cl A (YELP) | 4.4 | $26M | 634k | 41.59 |
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| Sensata Technologies Hldg Pl SHS (ST) | 4.0 | $24M | 621k | 37.82 |
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| Tempur-Pedic International (TPX) | 3.8 | $23M | NEW | 523k | 43.34 |
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| Wayfair Cl A (W) | 3.2 | $19M | 314k | 60.57 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 3.0 | $18M | -55% | 76k | 236.53 |
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| Six Flags Entertainment (SIX) | 2.1 | $12M | +101% | 520k | 23.51 |
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| Installed Bldg Prods (IBP) | 1.5 | $9.0M | 72k | 124.89 |
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| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $8.3M | NEW | 295k | 28.01 |
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| Lithia Motors (LAD) | 1.0 | $6.0M | 21k | 295.33 |
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| Etsy (ETSY) | 0.9 | $5.2M | -86% | 81k | 64.58 |
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| Generac Holdings (GNRC) | 0.5 | $2.7M | NEW | 25k | 108.96 |
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| Cargurus Com Cl A (CARG) | 0.1 | $582k | NEW | 33k | 17.52 |
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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 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
- Goodnow Investment Group 2020 Q1 filed May 15, 2020
- Goodnow Investment Group 2019 Q4 filed Feb. 14, 2020