Goodnow Investment Group as of March 31, 2021
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 20 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 19.5 | $214M | 814k | 262.40 | |
| Etsy (ETSY) | 14.8 | $163M | 806k | 201.67 | |
| Wayfair Cl A (W) | 9.8 | $107M | 340k | 314.75 | |
| Triton Intl Cl A | 9.6 | $105M | 1.9M | 54.99 | |
| Paypal Holdings (PYPL) | 6.4 | $71M | 290k | 242.84 | |
| Godaddy Cl A (GDDY) | 6.1 | $66M | 856k | 77.62 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 5.8 | $63M | 130k | 485.18 | |
| Cae (CAE) | 4.8 | $53M | 1.9M | 28.49 | |
| Credit Acceptance (CACC) | 3.7 | $41M | 114k | 360.23 | |
| Gartner (IT) | 3.2 | $35M | 192k | 182.55 | |
| Sensata Technologies Hldg Pl SHS (ST) | 3.1 | $34M | 588k | 57.95 | |
| Ingersoll Rand (IR) | 2.7 | $30M | 610k | 49.21 | |
| TransDigm Group Incorporated (TDG) | 2.4 | $26M | 44k | 587.93 | |
| Ye Cl A (YELP) | 2.1 | $23M | 599k | 39.00 | |
| SEI Investments Company (SEIC) | 2.1 | $23M | 373k | 60.93 | |
| SYNNEX Corporation (SNX) | 2.0 | $22M | 195k | 114.84 | |
| Iac Interactive Ord | 1.1 | $12M | 54k | 216.31 | |
| Vontier Corporation (VNT) | 0.3 | $3.2M | 107k | 30.27 | |
| Vapotherm | 0.3 | $3.2M | 132k | 24.02 | |
| MiMedx (MDXG) | 0.2 | $1.9M | 180k | 10.30 |
