Goodnow Investment Group as of Sept. 30, 2024
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 24 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 16.2 | $153M | 880k | 174.11 | |
| Godaddy Cl A (GDDY) | 14.1 | $133M | 847k | 156.78 | |
| SYNNEX Corporation (SNX) | 7.6 | $72M | 601k | 120.08 | |
| Shift4 Pmts Cl A (FOUR) | 6.4 | $60M | 681k | 88.60 | |
| Paypal Holdings (PYPL) | 6.1 | $58M | 737k | 78.03 | |
| Expedia Group Com New (EXPE) | 6.0 | $57M | 385k | 148.02 | |
| Apollo Global Mgmt (APO) | 5.1 | $48M | 387k | 124.91 | |
| Tempur-Pedic International (SGI) | 4.9 | $46M | 845k | 54.60 | |
| Aptiv SHS | 4.7 | $44M | 613k | 72.01 | |
| Ingersoll Rand (IR) | 3.8 | $36M | 368k | 98.16 | |
| Credit Acceptance (CACC) | 3.7 | $35M | 79k | 443.42 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $30M | 21k | 1427.13 | |
| Etsy (ETSY) | 2.8 | $27M | 480k | 55.53 | |
| Ye Cl A (YELP) | 2.8 | $26M | 752k | 35.08 | |
| Wayfair Cl A (W) | 2.6 | $25M | 443k | 56.18 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 2.5 | $24M | 635k | 37.60 | |
| Intercontinental Exchange (ICE) | 2.3 | $22M | 134k | 160.64 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.8 | $17M | 369k | 47.11 | |
| Blend Labs Cl A (BLND) | 1.0 | $9.3M | 2.5M | 3.75 | |
| Cae (CAE) | 0.7 | $6.7M | 358k | 18.75 | |
| Generac Holdings (GNRC) | 0.7 | $6.1M | 39k | 158.88 | |
| Cargurus Com Cl A (CARG) | 0.6 | $5.5M | 185k | 30.03 | |
| Beacon Roofing Supply (BECN) | 0.2 | $1.7M | 20k | 86.43 | |
| Pinstripes Holdings Cl A Com | 0.1 | $502k | 655k | 0.77 |
