Goodnow Investment Group as of Dec. 31, 2020
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 20 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 19.9 | $198M | 824k | 239.54 | |
| Etsy (ETSY) | 16.3 | $161M | 907k | 177.91 | |
| Triton Intl Cl A | 9.0 | $89M | 1.8M | 48.51 | |
| Wayfair Cl A (W) | 7.6 | $75M | 333k | 225.81 | |
| Paypal Holdings (PYPL) | 7.0 | $69M | 296k | 234.20 | |
| Godaddy Cl A (GDDY) | 6.4 | $64M | 768k | 82.95 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 5.9 | $59M | 153k | 384.33 | |
| Cae (CAE) | 4.6 | $46M | 1.6M | 27.74 | |
| Ingersoll Rand (IR) | 3.1 | $30M | 667k | 45.56 | |
| Gartner (IT) | 3.1 | $30M | 189k | 160.19 | |
| Credit Acceptance (CACC) | 2.9 | $29M | 84k | 346.14 | |
| TransDigm Group Incorporated (TDG) | 2.7 | $27M | 43k | 618.85 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.4 | $24M | 455k | 52.74 | |
| SEI Investments Company (SEIC) | 2.2 | $21M | 373k | 57.47 | |
| Gaming & Leisure Pptys (GLPI) | 2.0 | $20M | 472k | 42.40 | |
| Ye Cl A (YELP) | 2.0 | $20M | 599k | 32.67 | |
| Nexstar Media Group Cl A (NXST) | 1.4 | $14M | 130k | 109.19 | |
| Iac Interactive Ord | 1.0 | $10M | 53k | 189.35 | |
| Vapotherm | 0.4 | $3.5M | 132k | 26.86 | |
| MiMedx (MDXG) | 0.2 | $1.6M | 175k | 9.08 |
