Goodnow Investment Group as of Sept. 30, 2021
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 22 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 19.5 | $234M | 777k | 301.54 | |
| Etsy (ETSY) | 13.2 | $158M | 761k | 207.96 | |
| Triton Intl Cl A | 9.4 | $113M | 2.2M | 52.04 | |
| Wayfair Cl A (W) | 6.9 | $82M | 322k | 255.51 | |
| Paypal Holdings (PYPL) | 6.0 | $73M | 279k | 260.21 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 5.3 | $63M | 123k | 515.42 | |
| SYNNEX Corporation (SNX) | 5.2 | $63M | 603k | 104.10 | |
| Godaddy Cl A (GDDY) | 5.1 | $61M | 882k | 69.70 | |
| Cae (CAE) | 4.7 | $57M | 1.9M | 29.87 | |
| Gartner (IT) | 4.4 | $52M | 173k | 303.88 | |
| Applovin Corp Com Cl A (APP) | 3.1 | $38M | 521k | 72.37 | |
| Credit Acceptance (CACC) | 3.1 | $38M | 64k | 585.31 | |
| Sensata Technologies Hldg Pl SHS (ST) | 2.8 | $34M | 620k | 54.72 | |
| Ingersoll Rand (IR) | 2.6 | $31M | 616k | 50.41 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $28M | 45k | 624.57 | |
| Ye Cl A (YELP) | 1.9 | $23M | 628k | 37.24 | |
| SEI Investments Company (SEIC) | 1.7 | $20M | 334k | 59.30 | |
| Roblox Corp Cl A (RBLX) | 1.1 | $13M | 171k | 75.55 | |
| Vimeo Common Stock (VMEO) | 1.0 | $12M | 395k | 29.37 | |
| Vapotherm | 0.3 | $3.1M | 138k | 22.27 | |
| Root Com Cl A | 0.2 | $2.3M | 440k | 5.27 | |
| Acv Auctions Com Cl A (ACVA) | 0.2 | $2.0M | 113k | 17.89 |
