Goodnow Investment Group as of June 30, 2021
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 20 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 21.8 | $260M | 860k | 301.82 | |
| Etsy (ETSY) | 13.3 | $158M | 769k | 205.84 | |
| Triton Intl Cl A | 8.7 | $104M | 2.0M | 52.34 | |
| Wayfair Cl A (W) | 8.2 | $98M | 310k | 315.71 | |
| Paypal Holdings (PYPL) | 7.1 | $85M | 291k | 291.48 | |
| Godaddy Cl A (GDDY) | 6.3 | $75M | 859k | 86.96 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 5.8 | $69M | 130k | 529.49 | |
| Cae (CAE) | 4.8 | $57M | 1.9M | 30.80 | |
| Gartner (IT) | 3.9 | $47M | 193k | 242.20 | |
| Credit Acceptance (CACC) | 3.8 | $46M | 101k | 454.11 | |
| SYNNEX Corporation (SNX) | 3.0 | $36M | 295k | 121.76 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.9 | $34M | 588k | 57.97 | |
| Ingersoll Rand (IR) | 2.5 | $29M | 602k | 48.81 | |
| TransDigm Group Incorporated (TDG) | 2.4 | $29M | 44k | 647.29 | |
| Ye Cl A (YELP) | 2.0 | $24M | 608k | 39.96 | |
| SEI Investments Company (SEIC) | 1.7 | $20M | 323k | 61.97 | |
| Vimeo Common Stock (VMEO) | 1.2 | $14M | 288k | 49.00 | |
| Vontier Corporation (VNT) | 0.3 | $3.5M | 106k | 32.58 | |
| Vapotherm | 0.3 | $3.1M | 133k | 23.64 | |
| MiMedx (MDXG) | 0.2 | $2.1M | 170k | 12.51 |
