GOODNOW INVESTMENT GROUP, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$942.9B

Holdings

24

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
CVNACARVANA CO
879,987$153K0.00%
2
GDDYGODADDY INC
846,804$132K0.00%
3
SUXTD SYNNEX CORPORATION
600,536$72K0.00%
4
FOURSHIFT4 PMTS INC
680,762$60K0.00%
5
PYPLPAYPAL HLDGS INC
737,082$57K0.00%
6
EXPEEXPEDIA GROUP INC
385,270$57K0.00%
7
APOAPOLLO GLOBAL MGMT INC
387,330$48K0.00%
8
TPDTEMPUR SEALY INTL INC
845,207$46K0.00%
9
APTVAPTIV PLC
612,680$44K0.00%
10
IRINGERSOLL RAND INC
367,966$36K0.00%
11
CACCCREDIT ACCEP CORP MICH
78,501$34K0.00%
12
T7DTRANSDIGM GROUP INC
20,917$29K0.00%
13
ETSYETSY INC
479,568$26K0.00%
14
YELPYELP INC
752,330$26K0.00%
15
WWAYFAIR INC
443,308$24K0.00%
16
WSCWILLSCOT HLDGS CORP
634,958$23K0.00%
17
ICEINTERCONTINENTAL EXCHANGE IN
133,580$21K0.00%
18
GILGILDAN ACTIVEWEAR INC
369,382$17K0.00%
19
BLNDBLEND LABS INC
2,479,458$9K0.00%
20
CAECAE INC
357,750$6K0.00%
21
GNRCGENERAC HLDGS INC
38,640$6K0.00%
22
CARGCARGURUS INC
184,716$5K0.00%
23
BECNUSDBEACON ROOFING SUPPLY INC
19,740$1K0.00%
24
PNSTQPINSTRIPES HOLDINGS INC
654,601$00.00%