Goodnow Investment Group as of June 30, 2022
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 20 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Triton Intl Cl A | 17.3 | $112M | 2.1M | 52.65 | |
| SYNNEX Corporation (SNX) | 9.6 | $62M | 684k | 91.10 | |
| Godaddy Cl A (GDDY) | 9.5 | $62M | 888k | 69.56 | |
| Etsy (ETSY) | 8.0 | $52M | 707k | 73.21 | |
| Cae (CAE) | 7.3 | $48M | 1.9M | 24.62 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 7.1 | $46M | 158k | 293.95 | |
| Applovin Corp Com Cl A (APP) | 7.1 | $46M | 1.3M | 34.44 | |
| Gartner (IT) | 5.5 | $36M | 147k | 241.83 | |
| Paypal Holdings (PYPL) | 5.0 | $33M | 468k | 69.84 | |
| Sensata Technologies Hldg Pl SHS (ST) | 4.1 | $26M | 638k | 41.31 | |
| Ingersoll Rand (IR) | 4.1 | $26M | 626k | 42.08 | |
| Carvana Cl A (CVNA) | 4.0 | $26M | 1.1M | 22.58 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $24M | 44k | 536.67 | |
| Ye Cl A (YELP) | 2.6 | $17M | 608k | 27.77 | |
| SEI Investments Company (SEIC) | 2.1 | $13M | 247k | 54.02 | |
| Wayfair Cl A (W) | 1.3 | $8.7M | 201k | 43.56 | |
| Lgi Homes (LGIH) | 0.9 | $5.8M | 67k | 86.90 | |
| Installed Bldg Prods (IBP) | 0.5 | $3.3M | 40k | 83.15 | |
| Credit Acceptance (CACC) | 0.3 | $1.9M | 4.1k | 473.51 | |
| Vapotherm | 0.1 | $338k | 134k | 2.53 |
