GOODNOW INVESTMENT GROUP, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$623.8B
Holdings
17
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRTN-PATRITON INTL LTD | 1,937,422 | $133K | 0.00% | |
| 2 | ETSYETSY INC | 701,779 | $84K | 0.00% | |
| 3 | GDDYGODADDY INC | 868,514 | $64K | 0.00% | |
| 4 | SUXTD SYNNEX CORPORATION | 670,445 | $63K | 0.00% | |
| 5 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 168,633 | $43K | 0.00% | |
| 6 | PYPLPAYPAL HLDGS INC | 521,472 | $37K | 0.00% | |
| 7 | ITGARTNER INC | 109,502 | $36K | 0.00% | |
| 8 | CAECAE INC | 1,892,801 | $36K | 0.00% | |
| 9 | IRINGERSOLL RAND INC | 613,746 | $32K | 0.00% | |
| 10 | T7DTRANSDIGM GROUP INC | 43,647 | $27K | 0.00% | |
| 11 | STSENSATA TECHNOLOGIES HLDG PL | 627,030 | $25K | 0.00% | |
| 12 | YELPYELP INC | 589,700 | $16K | 0.00% | |
| 13 | IBPINSTALLED BLDG PRODS INC | 72,196 | $6K | 0.00% | |
| 14 | WWAYFAIR INC | 155,078 | $5K | 0.00% | |
| 15 | CVNACARVANA CO | 1,013,978 | $4K | 0.00% | |
| 16 | CACCCREDIT ACCEP CORP MICH | 8,665 | $4K | 0.00% | |
| 17 | CECELANESE CORP DEL | 29,350 | $3K | 0.00% |