Goodnow Investment Group as of Dec. 31, 2023
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 25 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 14.0 | $99M | 935k | 106.16 | |
| Carvana Cl A (CVNA) | 10.9 | $78M | 1.5M | 52.94 | |
| SYNNEX Corporation (SNX) | 8.1 | $57M | 534k | 107.61 | |
| Ingersoll Rand (IR) | 7.4 | $52M | 677k | 77.34 | |
| Apollo Global Mgmt (APO) | 6.0 | $43M | 458k | 93.19 | |
| Credit Acceptance (CACC) | 5.8 | $42M | 78k | 532.73 | |
| Cae (CAE) | 5.7 | $41M | 1.9M | 21.59 | |
| Tempur-Pedic International (SGI) | 5.5 | $39M | 774k | 50.97 | |
| Paypal Holdings (PYPL) | 5.5 | $39M | 641k | 61.41 | |
| TransDigm Group Incorporated (TDG) | 5.3 | $38M | 37k | 1011.60 | |
| Gartner (IT) | 4.4 | $31M | 69k | 451.11 | |
| Ye Cl A (YELP) | 4.3 | $30M | 642k | 47.34 | |
| Wayfair Cl A (W) | 3.1 | $22M | 357k | 61.70 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 2.9 | $21M | 76k | 273.33 | |
| Intercontinental Exchange (ICE) | 2.5 | $18M | 138k | 128.43 | |
| Installed Bldg Prods (IBP) | 2.4 | $17M | 92k | 182.82 | |
| Six Flags Entertainment (SIX) | 1.8 | $13M | 516k | 25.08 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $9.8M | 297k | 33.06 | |
| Lithia Motors (LAD) | 1.0 | $7.2M | 22k | 329.28 | |
| Etsy (ETSY) | 0.9 | $6.6M | 82k | 81.05 | |
| Generac Holdings (GNRC) | 0.5 | $3.2M | 25k | 129.24 | |
| Aptiv SHS | 0.2 | $1.8M | 20k | 89.72 | |
| Beacon Roofing Supply (BECN) | 0.2 | $1.7M | 20k | 87.02 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $833k | 1.6k | 530.79 | |
| Cargurus Com Cl A (CARG) | 0.1 | $800k | 33k | 24.16 |
