GOODNOW INVESTMENT GROUP, LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$695.0B
Holdings
20
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRTN-PATRITON INTL LTD | 1,043,557 | $86K | 0.00% | |
| 2 | GDDYGODADDY INC | 867,304 | $65K | 0.00% | |
| 3 | ETSYETSY INC | 591,038 | $50K | 0.00% | |
| 4 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 169,213 | $50K | 0.00% | |
| 5 | SUXTD SYNNEX CORPORATION | 533,675 | $50K | 0.00% | |
| 6 | IRINGERSOLL RAND INC | 678,376 | $44K | 0.00% | |
| 7 | PYPLPAYPAL HLDGS INC | 638,522 | $42K | 0.00% | |
| 8 | CAECAE INC | 1,881,821 | $42K | 0.00% | |
| 9 | CVNACARVANA CO | 1,476,458 | $38K | 0.00% | |
| 10 | APOAPOLLO GLOBAL MGMT INC | 456,680 | $35K | 0.00% | |
| 11 | T7DTRANSDIGM GROUP INC | 38,467 | $34K | 0.00% | |
| 12 | CACCCREDIT ACCEP CORP MICH | 61,221 | $31K | 0.00% | |
| 13 | ITGARTNER INC | 79,042 | $27K | 0.00% | |
| 14 | STSENSATA TECHNOLOGIES HLDG PL | 618,710 | $27K | 0.00% | |
| 15 | YELPYELP INC | 627,890 | $22K | 0.00% | |
| 16 | WWAYFAIR INC | 310,828 | $20K | 0.00% | |
| 17 | IBPINSTALLED BLDG PRODS INC | 71,366 | $10K | 0.00% | |
| 18 | LADLITHIA MTRS INC | 20,341 | $6K | 0.00% | |
| 19 | SIXEURSIX FLAGS ENTMT CORP NEW | 257,810 | $6K | 0.00% | |
| 20 | CECELANESE CORP DEL | 29,020 | $3K | 0.00% |