Goodnow Investment Group as of June 30, 2023
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 20 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Triton Intl Cl A | 12.5 | $87M | 1.0M | 83.26 | |
| Godaddy Cl A (GDDY) | 9.4 | $65M | 867k | 75.13 | |
| SYNNEX Corporation (SNX) | 7.2 | $50M | 534k | 94.00 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 7.2 | $50M | 169k | 295.83 | |
| Etsy (ETSY) | 7.2 | $50M | 591k | 84.61 | |
| Ingersoll Rand (IR) | 6.4 | $44M | 678k | 65.36 | |
| Paypal Holdings (PYPL) | 6.1 | $43M | 639k | 66.73 | |
| Cae (CAE) | 6.1 | $42M | 1.9M | 22.38 | |
| Carvana Cl A (CVNA) | 5.5 | $38M | 1.5M | 25.92 | |
| Apollo Global Mgmt (APO) | 5.0 | $35M | 457k | 76.81 | |
| TransDigm Group Incorporated (TDG) | 4.9 | $34M | 39k | 894.17 | |
| Credit Acceptance (CACC) | 4.5 | $31M | 61k | 507.93 | |
| Sensata Technologies Hldg Pl SHS (ST) | 4.0 | $28M | 619k | 44.99 | |
| Gartner (IT) | 4.0 | $28M | 79k | 350.31 | |
| Ye Cl A (YELP) | 3.3 | $23M | 628k | 36.41 | |
| Wayfair Cl A (W) | 2.9 | $20M | 311k | 65.01 | |
| Installed Bldg Prods (IBP) | 1.4 | $10M | 71k | 140.16 | |
| Six Flags Entertainment (SIX) | 1.0 | $6.7M | 258k | 25.98 | |
| Lithia Motors (LAD) | 0.9 | $6.2M | 20k | 304.11 | |
| Celanese Corporation (CE) | 0.5 | $3.4M | 29k | 115.80 |
