Goodnow Investment Group as of June 30, 2024
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 23 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 16.4 | $142M | 1.1M | 128.72 | |
| Godaddy Cl A (GDDY) | 14.7 | $127M | 908k | 139.71 | |
| SYNNEX Corporation (SNX) | 8.0 | $70M | 602k | 115.40 | |
| Apollo Global Mgmt (APO) | 5.3 | $46M | 388k | 118.07 | |
| Ingersoll Rand (IR) | 5.3 | $46M | 504k | 90.84 | |
| Shift4 Pmts Cl A (FOUR) | 5.2 | $45M | 608k | 73.35 | |
| Expedia Group Com New (EXPE) | 5.1 | $44M | 349k | 125.99 | |
| Credit Acceptance (CACC) | 4.7 | $40M | 79k | 514.68 | |
| Tempur-Pedic International (SGI) | 4.6 | $40M | 847k | 47.34 | |
| Aptiv SHS | 4.2 | $36M | 515k | 70.42 | |
| Paypal Holdings (PYPL) | 4.2 | $36M | 619k | 58.03 | |
| Etsy (ETSY) | 4.0 | $34M | 580k | 58.98 | |
| TransDigm Group Incorporated (TDG) | 3.1 | $27M | 21k | 1277.61 | |
| Ye Cl A (YELP) | 2.8 | $24M | 652k | 36.95 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 2.5 | $22M | 582k | 37.64 | |
| Wayfair Cl A (W) | 2.4 | $21M | 388k | 52.73 | |
| Intercontinental Exchange (ICE) | 2.1 | $18M | 134k | 136.89 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.6 | $14M | 370k | 37.92 | |
| Fidelity National Information Services (FIS) | 1.5 | $13M | 174k | 75.36 | |
| Cae (CAE) | 1.1 | $9.9M | 531k | 18.58 | |
| Generac Holdings (GNRC) | 0.6 | $5.1M | 39k | 132.22 | |
| Cargurus Com Cl A (CARG) | 0.4 | $3.5M | 135k | 26.20 | |
| Pinstripes Holdings Cl A Com | 0.1 | $1.1M | 406k | 2.75 |
