Goodnow Investment Group as of Dec. 31, 2021
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 20 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 15.8 | $187M | 805k | 231.79 | |
| Etsy (ETSY) | 13.4 | $158M | 722k | 218.94 | |
| Triton Intl Cl A | 11.0 | $130M | 2.2M | 60.23 | |
| Applovin Corp Com Cl A (APP) | 8.6 | $102M | 1.1M | 94.26 | |
| Godaddy Cl A (GDDY) | 6.3 | $75M | 878k | 84.86 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 5.9 | $69M | 116k | 595.20 | |
| SYNNEX Corporation (SNX) | 5.8 | $69M | 601k | 114.36 | |
| Paypal Holdings (PYPL) | 5.7 | $67M | 356k | 188.58 | |
| Gartner (IT) | 4.9 | $57M | 172k | 334.32 | |
| Cae (CAE) | 4.1 | $48M | 1.9M | 25.24 | |
| Wayfair Cl A (W) | 4.0 | $48M | 250k | 189.97 | |
| Sensata Technologies Hldg Pl SHS (ST) | 3.2 | $38M | 620k | 61.69 | |
| Ingersoll Rand (IR) | 3.2 | $38M | 614k | 61.87 | |
| TransDigm Group Incorporated (TDG) | 2.4 | $29M | 45k | 636.28 | |
| Ye Cl A (YELP) | 1.9 | $23M | 622k | 36.24 | |
| SEI Investments Company (SEIC) | 1.7 | $20M | 331k | 60.94 | |
| Roblox Corp Cl A (RBLX) | 1.5 | $18M | 173k | 103.16 | |
| Credit Acceptance (CACC) | 0.2 | $2.9M | 4.2k | 687.68 | |
| Vapotherm | 0.2 | $2.8M | 137k | 20.71 | |
| Acv Auctions Com Cl A (ACVA) | 0.2 | $2.1M | 112k | 18.84 |
