Goodnow Investment Group as of Sept. 30, 2022
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 17 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Triton Intl Cl A | 19.5 | $116M | 2.1M | 54.73 | |
| Etsy (ETSY) | 12.0 | $71M | 713k | 100.13 | |
| Godaddy Cl A (GDDY) | 10.7 | $64M | 896k | 70.88 | |
| SYNNEX Corporation (SNX) | 9.4 | $56M | 690k | 81.19 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 7.0 | $42M | 159k | 262.01 | |
| Gartner (IT) | 6.9 | $41M | 148k | 276.69 | |
| Paypal Holdings (PYPL) | 6.5 | $39M | 448k | 86.07 | |
| Cae (CAE) | 5.0 | $30M | 1.9M | 15.33 | |
| Ingersoll Rand (IR) | 4.6 | $27M | 632k | 43.26 | |
| Sensata Technologies Hldg Pl SHS (ST) | 4.0 | $24M | 645k | 37.28 | |
| TransDigm Group Incorporated (TDG) | 4.0 | $24M | 45k | 524.83 | |
| Carvana Cl A (CVNA) | 3.9 | $23M | 1.2M | 20.30 | |
| Ye Cl A (YELP) | 3.5 | $21M | 609k | 33.91 | |
| Wayfair Cl A (W) | 1.1 | $6.5M | 201k | 32.55 | |
| Lgi Homes (LGIH) | 0.9 | $5.5M | 68k | 81.36 | |
| Installed Bldg Prods (IBP) | 0.7 | $4.1M | 50k | 80.98 | |
| Credit Acceptance (CACC) | 0.3 | $1.8M | 4.1k | 438.02 |
