Goodnow Investment Group as of March 31, 2024
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 26 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 14.0 | $116M | 1.3M | 87.91 | |
| Godaddy Cl A (GDDY) | 13.2 | $110M | 925k | 118.68 | |
| SYNNEX Corporation (SNX) | 7.2 | $60M | 532k | 113.10 | |
| Ingersoll Rand (IR) | 6.4 | $53M | 561k | 94.95 | |
| Apollo Global Mgmt (APO) | 6.1 | $51M | 453k | 112.45 | |
| Tempur-Pedic International (SGI) | 5.6 | $47M | 824k | 56.82 | |
| Paypal Holdings (PYPL) | 5.1 | $42M | 632k | 66.99 | |
| Credit Acceptance (CACC) | 4.9 | $41M | 74k | 551.55 | |
| Etsy (ETSY) | 4.9 | $41M | 591k | 68.72 | |
| Cae (CAE) | 4.6 | $38M | 1.9M | 20.64 | |
| Aptiv SHS | 4.1 | $35M | 434k | 79.65 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $27M | 22k | 1231.60 | |
| Fidelity National Information Services (FIS) | 3.1 | $26M | 353k | 74.18 | |
| Ye Cl A (YELP) | 3.1 | $26M | 650k | 39.40 | |
| Wayfair Cl A (W) | 3.0 | $25M | 362k | 67.88 | |
| Intercontinental Exchange (ICE) | 2.2 | $19M | 136k | 137.43 | |
| Expedia Group Com New (EXPE) | 2.0 | $17M | 122k | 137.75 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 2.0 | $17M | 356k | 46.50 | |
| Six Flags Entertainment (SIX) | 1.6 | $13M | 505k | 26.32 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.3 | $11M | 292k | 37.13 | |
| Lithia Motors (LAD) | 0.8 | $6.5M | 22k | 300.86 | |
| Generac Holdings (GNRC) | 0.6 | $5.0M | 40k | 126.14 | |
| Cargurus Com Cl A (CARG) | 0.4 | $3.2M | 137k | 23.08 | |
| Shift4 Pmts Cl A (FOUR) | 0.3 | $2.6M | 40k | 66.07 | |
| Gartner (IT) | 0.2 | $1.5M | 3.1k | 476.67 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $907k | 1.6k | 581.21 |
