GOODNOW INVESTMENT GROUP, LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$711.5B
Holdings
25
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 935,214 | $99K | 0.00% | |
| 2 | CVNACARVANA CO | 1,464,528 | $77K | 0.00% | |
| 3 | SUXTD SYNNEX CORPORATION | 533,545 | $57K | 0.00% | |
| 4 | IRINGERSOLL RAND INC | 676,716 | $52K | 0.00% | |
| 5 | APOAPOLLO GLOBAL MGMT INC | 458,310 | $42K | 0.00% | |
| 6 | CACCCREDIT ACCEP CORP MICH | 77,941 | $41K | 0.00% | |
| 7 | CAECAE INC | 1,881,201 | $40K | 0.00% | |
| 8 | TPDTEMPUR SEALY INTL INC | 773,677 | $39K | 0.00% | |
| 9 | PYPLPAYPAL HLDGS INC | 640,622 | $39K | 0.00% | |
| 10 | T7DTRANSDIGM GROUP INC | 37,157 | $37K | 0.00% | |
| 11 | ITGARTNER INC | 68,621 | $30K | 0.00% | |
| 12 | YELPYELP INC | 641,660 | $30K | 0.00% | |
| 13 | WWAYFAIR INC | 357,238 | $22K | 0.00% | |
| 14 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 76,110 | $20K | 0.00% | |
| 15 | ICEINTERCONTINENTAL EXCHANGE IN | 138,230 | $17K | 0.00% | |
| 16 | IBPINSTALLED BLDG PRODS INC | 92,423 | $16K | 0.00% | |
| 17 | SIXEURSIX FLAGS ENTMT CORP NEW | 516,391 | $12K | 0.00% | |
| 18 | GILGILDAN ACTIVEWEAR INC | 296,742 | $9K | 0.00% | |
| 19 | LADLITHIA MTRS INC | 21,841 | $7K | 0.00% | |
| 20 | ETSYETSY INC | 81,998 | $6K | 0.00% | |
| 21 | GNRCGENERAC HLDGS INC | 24,820 | $3K | 0.00% | |
| 22 | BECNUSDBEACON ROOFING SUPPLY INC | 19,530 | $1K | 0.00% | |
| 23 | APTVAPTIV PLC | 19,530 | $1K | 0.00% | |
| 24 | CARGCARGURUS INC | 33,120 | $0 | 0.00% | |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC | 1,570 | $0 | 0.00% |