Goodnow Investment Group as of Sept. 30, 2023
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 11.8 | $70M | 937k | 74.48 | |
| Carvana Cl A (CVNA) | 10.2 | $61M | 1.4M | 41.98 | |
| SYNNEX Corporation (SNX) | 9.0 | $54M | 537k | 99.86 | |
| Cae (CAE) | 7.4 | $44M | 1.9M | 23.35 | |
| Ingersoll Rand (IR) | 7.3 | $43M | 682k | 63.72 | |
| Apollo Global Mgmt (APO) | 6.9 | $41M | 459k | 89.76 | |
| Paypal Holdings (PYPL) | 6.3 | $38M | 642k | 58.46 | |
| TransDigm Group Incorporated (TDG) | 5.4 | $32M | 38k | 843.13 | |
| Credit Acceptance (CACC) | 5.2 | $31M | 67k | 460.12 | |
| Gartner (IT) | 4.6 | $27M | 80k | 343.61 | |
| Ye Cl A (YELP) | 4.4 | $26M | 634k | 41.59 | |
| Sensata Technologies Hldg Pl SHS (ST) | 4.0 | $24M | 621k | 37.82 | |
| Tempur-Pedic International (TPX) | 3.8 | $23M | 523k | 43.34 | |
| Wayfair Cl A (W) | 3.2 | $19M | 314k | 60.57 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 3.0 | $18M | 76k | 236.53 | |
| Six Flags Entertainment (SIX) | 2.1 | $12M | 520k | 23.51 | |
| Installed Bldg Prods (IBP) | 1.5 | $9.0M | 72k | 124.89 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $8.3M | 295k | 28.01 | |
| Lithia Motors (LAD) | 1.0 | $6.0M | 21k | 295.33 | |
| Etsy (ETSY) | 0.9 | $5.2M | 81k | 64.58 | |
| Generac Holdings (GNRC) | 0.5 | $2.7M | 25k | 108.96 | |
| Cargurus Com Cl A (CARG) | 0.1 | $582k | 33k | 17.52 |
