Goodnow Investment Group as of March 31, 2023
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 18 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 11.1 | $68M | 874k | 77.72 | |
| Triton Intl Cl A | 10.9 | $67M | 1.1M | 63.22 | |
| Etsy (ETSY) | 10.8 | $66M | 592k | 111.33 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 8.8 | $54M | 170k | 318.00 | |
| SYNNEX Corporation (SNX) | 8.5 | $52M | 540k | 96.79 | |
| Paypal Holdings (PYPL) | 7.5 | $46M | 604k | 75.94 | |
| Cae (CAE) | 7.0 | $43M | 1.9M | 22.63 | |
| Ingersoll Rand (IR) | 5.9 | $36M | 617k | 58.18 | |
| Sensata Technologies Hldg Pl SHS (ST) | 5.1 | $32M | 629k | 50.02 | |
| TransDigm Group Incorporated (TDG) | 4.7 | $29M | 39k | 737.05 | |
| Credit Acceptance (CACC) | 4.4 | $27M | 61k | 436.04 | |
| Gartner (IT) | 4.2 | $26M | 79k | 325.77 | |
| Ye Cl A (YELP) | 3.1 | $19M | 623k | 30.70 | |
| Carvana Cl A (CVNA) | 2.4 | $14M | 1.5M | 9.79 | |
| Apollo Global Mgmt (APO) | 2.1 | $13M | 204k | 63.16 | |
| Wayfair Cl A (W) | 1.5 | $9.2M | 268k | 34.34 | |
| Installed Bldg Prods (IBP) | 1.4 | $8.3M | 73k | 114.03 | |
| Celanese Corporation (CE) | 0.5 | $3.2M | 29k | 108.89 |
