Goodnow Investment Group as of June 30, 2020
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 25 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 23.0 | $194M | 1.6M | 120.20 | |
| Etsy (ETSY) | 13.4 | $113M | 1.1M | 106.23 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 9.4 | $79M | 310k | 255.95 | |
| Wayfair Cl A (W) | 7.2 | $61M | 307k | 197.61 | |
| Credit Acceptance (CACC) | 6.7 | $56M | 134k | 419.01 | |
| Paypal Holdings (PYPL) | 6.6 | $55M | 316k | 174.23 | |
| Strategic Education (STRA) | 4.3 | $36M | 234k | 153.65 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $31M | 70k | 442.05 | |
| Godaddy Cl A (GDDY) | 3.2 | $27M | 370k | 73.33 | |
| Ingersoll Rand (IR) | 2.7 | $22M | 795k | 28.12 | |
| SEI Investments Company (SEIC) | 2.3 | $20M | 359k | 54.98 | |
| Gaming & Leisure Pptys (GLPI) | 2.1 | $18M | 511k | 34.60 | |
| Ye Cl A (YELP) | 2.0 | $17M | 733k | 23.13 | |
| Sensata Technologies Hldng P SHS (ST) | 1.9 | $16M | 437k | 37.23 | |
| Triton Intl Cl A | 1.9 | $16M | 515k | 30.24 | |
| Cae (CAE) | 1.7 | $14M | 883k | 16.19 | |
| IAC/InterActive | 1.7 | $14M | 44k | 323.39 | |
| Nexstar Media Group Cl A (NXST) | 1.3 | $11M | 130k | 83.69 | |
| Gartner (IT) | 1.1 | $9.3M | 76k | 121.33 | |
| Howmet Aerospace (HWM) | 1.0 | $8.1M | 512k | 15.85 | |
| Discovery Com Ser C | 1.0 | $8.0M | 418k | 19.26 | |
| Chewy Cl A (CHWY) | 0.7 | $6.1M | 137k | 44.69 | |
| Aptiv SHS (APTV) | 0.7 | $5.6M | 72k | 77.92 | |
| Graftech International (EAF) | 0.4 | $3.6M | 454k | 7.98 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $875k | 23k | 38.98 |
