Goodnow Investment Group as of Dec. 31, 2024
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 15.2 | $155M | 784k | 197.37 | |
| Carvana Cl A (CVNA) | 15.0 | $152M | 750k | 203.36 | |
| Expedia Group Com New (EXPE) | 7.0 | $71M | 379k | 186.33 | |
| Shift4 Pmts Cl A (FOUR) | 6.8 | $70M | 669k | 103.78 | |
| SYNNEX Corporation (SNX) | 6.8 | $69M | 590k | 117.28 | |
| Paypal Holdings (PYPL) | 6.1 | $62M | 726k | 85.35 | |
| Credit Acceptance (CACC) | 5.9 | $60M | 127k | 469.46 | |
| Aptiv Com Shs (APTV) | 5.2 | $53M | 871k | 60.48 | |
| Tempur-Pedic International (SGI) | 4.6 | $47M | 832k | 56.69 | |
| Apollo Global Mgmt (APO) | 3.8 | $38M | 231k | 165.16 | |
| Ingersoll Rand (IR) | 3.2 | $33M | 361k | 90.46 | |
| Ye Cl A (YELP) | 2.8 | $29M | 746k | 38.70 | |
| Core & Main Cl A (CNM) | 2.7 | $27M | 539k | 50.91 | |
| Wayfair Cl A (W) | 2.5 | $25M | 563k | 44.32 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 2.1 | $21M | 624k | 33.45 | |
| TransDigm Group Incorporated (TDG) | 2.0 | $21M | 16k | 1267.28 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.7 | $17M | 363k | 47.05 | |
| Intercontinental Exchange (ICE) | 1.5 | $16M | 104k | 149.01 | |
| Blend Labs Cl A (BLND) | 1.3 | $13M | 3.1M | 4.21 | |
| Applied Materials (AMAT) | 1.1 | $11M | 70k | 162.63 | |
| Cargurus Com Cl A (CARG) | 0.7 | $6.6M | 182k | 36.54 | |
| Generac Holdings (GNRC) | 0.6 | $5.9M | 38k | 155.05 | |
| Etsy (ETSY) | 0.4 | $4.2M | 79k | 52.89 | |
| Nice Sponsored Adr (NICE) | 0.4 | $4.2M | 25k | 169.84 | |
| Installed Bldg Prods (IBP) | 0.3 | $3.4M | 20k | 175.25 | |
| Beacon Roofing Supply (BECN) | 0.2 | $2.0M | 19k | 101.58 | |
| Pinstripes Holdings Cl A Com | 0.0 | $247k | 624k | 0.40 |
