Goodnow Investment Group as of Sept. 30, 2020
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 22 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 23.4 | $207M | 926k | 223.06 | |
| Etsy (ETSY) | 13.3 | $117M | 966k | 121.63 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 8.5 | $75M | 297k | 252.46 | |
| Wayfair Cl A (W) | 7.4 | $66M | 225k | 291.01 | |
| Paypal Holdings (PYPL) | 6.5 | $57M | 290k | 197.03 | |
| Triton Intl Cl A | 6.4 | $57M | 1.4M | 40.67 | |
| Godaddy Cl A (GDDY) | 5.8 | $51M | 672k | 75.97 | |
| Credit Acceptance (CACC) | 4.9 | $44M | 128k | 338.64 | |
| Strategic Education (STRA) | 3.1 | $27M | 298k | 91.47 | |
| Cae (CAE) | 2.7 | $24M | 1.6M | 14.62 | |
| Ingersoll Rand (IR) | 2.6 | $23M | 657k | 35.60 | |
| Gartner (IT) | 2.6 | $23M | 185k | 124.95 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $20M | 42k | 475.11 | |
| Sensata Technologies Hldng P SHS (ST) | 2.1 | $19M | 432k | 43.14 | |
| SEI Investments Company (SEIC) | 2.1 | $18M | 359k | 50.72 | |
| Gaming & Leisure Pptys (GLPI) | 1.9 | $17M | 460k | 36.93 | |
| Ye Cl A (YELP) | 1.6 | $14M | 707k | 20.09 | |
| Nexstar Media Group Cl A (NXST) | 1.3 | $12M | 128k | 89.93 | |
| Aptiv SHS (APTV) | 0.7 | $6.5M | 71k | 91.68 | |
| Iac Interactive Ord | 0.7 | $6.2M | 52k | 119.79 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.0M | 22k | 46.25 | |
| Discovery Com Ser C | 0.0 | $438k | 22k | 19.61 |
