Goodnow Investment Group as of Dec. 31, 2022
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Triton Intl Cl A | 21.4 | $133M | 1.9M | 68.78 | |
| Etsy (ETSY) | 13.5 | $84M | 702k | 119.78 | |
| Godaddy Cl A (GDDY) | 10.4 | $65M | 869k | 74.82 | |
| SYNNEX Corporation (SNX) | 10.2 | $64M | 670k | 94.71 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 6.9 | $43M | 169k | 256.41 | |
| Paypal Holdings (PYPL) | 6.0 | $37M | 522k | 71.22 | |
| Gartner (IT) | 5.9 | $37M | 110k | 336.14 | |
| Cae (CAE) | 5.9 | $37M | 1.9M | 19.34 | |
| Ingersoll Rand (IR) | 5.1 | $32M | 614k | 52.25 | |
| TransDigm Group Incorporated (TDG) | 4.4 | $28M | 44k | 629.65 | |
| Sensata Technologies Hldg Pl SHS (ST) | 4.1 | $25M | 627k | 40.38 | |
| Ye Cl A (YELP) | 2.6 | $16M | 590k | 27.34 | |
| Installed Bldg Prods (IBP) | 1.0 | $6.2M | 72k | 85.60 | |
| Wayfair Cl A (W) | 0.8 | $5.1M | 155k | 32.89 | |
| Carvana Cl A (CVNA) | 0.8 | $4.8M | 1.0M | 4.74 | |
| Credit Acceptance (CACC) | 0.7 | $4.1M | 8.7k | 474.40 | |
| Celanese Corporation (CE) | 0.5 | $3.0M | 29k | 102.24 |
