Goodnow Investment Group as of March 31, 2022
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 21 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Triton Intl Cl A | 16.1 | $152M | 2.2M | 70.18 | |
| Carvana Cl A (CVNA) | 10.7 | $101M | 846k | 119.29 | |
| Etsy (ETSY) | 9.9 | $94M | 754k | 124.28 | |
| Godaddy Cl A (GDDY) | 7.9 | $75M | 893k | 83.70 | |
| Applovin Corp Com Cl A (APP) | 7.4 | $70M | 1.3M | 55.07 | |
| SYNNEX Corporation (SNX) | 7.2 | $68M | 659k | 103.21 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 6.7 | $63M | 152k | 413.70 | |
| Paypal Holdings (PYPL) | 5.4 | $52M | 445k | 115.65 | |
| Cae (CAE) | 5.3 | $50M | 1.9M | 26.08 | |
| Gartner (IT) | 5.2 | $50M | 167k | 297.46 | |
| Sensata Technologies Hldg Pl SHS (ST) | 3.4 | $32M | 633k | 50.85 | |
| Ingersoll Rand (IR) | 3.3 | $32M | 626k | 50.35 | |
| TransDigm Group Incorporated (TDG) | 3.0 | $28M | 44k | 651.54 | |
| Wayfair Cl A (W) | 2.4 | $23M | 207k | 110.78 | |
| Ye Cl A (YELP) | 2.3 | $21M | 626k | 34.11 | |
| SEI Investments Company (SEIC) | 2.1 | $20M | 333k | 60.21 | |
| Lgi Homes (LGIH) | 0.7 | $6.5M | 66k | 97.68 | |
| Installed Bldg Prods (IBP) | 0.4 | $3.4M | 40k | 84.50 | |
| Credit Acceptance (CACC) | 0.2 | $2.3M | 4.3k | 550.42 | |
| Vapotherm | 0.2 | $1.9M | 138k | 13.90 | |
| Acv Auctions Com Cl A (ACVA) | 0.1 | $928k | 63k | 14.81 |
