GOODNOW INVESTMENT GROUP, LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$724.6B
Holdings
26
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 2,003,755 | $116.3B | 16.06% | |
| 2 | ZBRAZEBRA TECHNOLOGIES CORP | 437,168 | $91.6B | 12.64% | |
| 3 | CACCCREDIT ACCEP CORP MICH | 148,830 | $67.3B | 9.28% | |
| 4 | ETSYETSY INC | 754,969 | $50.7B | 7.00% | |
| 5 | GWRUSDGENESEE & WYO INC | 544,276 | $47.4B | 6.55% | |
| 6 | —GARDNER DENVER HLDGS INC | 1,534,812 | $42.7B | 5.89% | |
| 7 | 2362120DSINCLAIR BROADCAST GROUP INC | 1,000,865 | $38.5B | 5.32% | |
| 8 | PYPLPAYPAL HLDGS INC | 368,854 | $38.3B | 5.29% | |
| 9 | WWAYFAIR INC | 241,307 | $35.8B | 4.94% | |
| 10 | T7DTRANSDIGM GROUP INC | 76,890 | $34.9B | 4.82% | |
| 11 | GLPIGAMING & LEISURE PPTYS INC | 727,237 | $28.1B | 3.87% | |
| 12 | EAFEURGRAFTECH INTL LTD | 1,870,386 | $23.9B | 3.30% | |
| 13 | STSENSATA TECHNOLOGIES HLDNG P | 527,712 | $23.8B | 3.28% | |
| 14 | BFHALLIANCE DATA SYSTEMS CORP | 119,930 | $21.0B | 2.90% | |
| 15 | AYRAIRCASTLE LTD | 907,248 | $18.4B | 2.53% | |
| 16 | SEICSEI INVESTMENTS CO | 289,905 | $15.1B | 2.09% | |
| 17 | WRLDWORLD ACCEP CORP DEL | 59,920 | $7.0B | 0.97% | |
| 18 | CMCSACOMCAST CORP NEW | 168,740 | $6.7B | 0.93% | |
| 19 | DISCKUSDDISCOVERY INC | 158,825 | $4.0B | 0.56% | |
| 20 | —GTT COMMUNICATIONS INC | 104,720 | $3.6B | 0.50% | |
| 21 | APTVAPTIV PLC | 24,910 | $2.0B | 0.27% | |
| 22 | TELTE CONNECTIVITY LTD | 21,692 | $1.8B | 0.24% | |
| 23 | YELPYELP INC | 50,160 | $1.7B | 0.24% | |
| 24 | ULTAULTA BEAUTY INC | 4,304 | $1.5B | 0.21% | |
| 25 | GTXGARRETT MOTION INC | 100,000 | $1.5B | 0.20% | |
| 26 | CHTRCHARTER COMMUNICATIONS INC N | 2,500 | $867.0M | 0.12% |