Q2 2024 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2024-08-14 · accession 0000919574-24-004515
$864.1M
Reported value
23
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $142.1M | 16.4% | 1,104,257 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $126.9M | 14.7% | 908,404 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $69.5M | 8.04% | 602,136 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $45.8M | 5.30% | 387,910 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $45.8M | 5.30% | 504,166 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $44.6M | 5.16% | 607,702 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $44.0M | 5.09% | 348,860 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $40.4M | 4.68% | 78,531 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $40.1M | 4.64% | 847,017 | Common | SOLE |
| G6095L109 | — | APTIV PLC | $36.2M | 4.19% | 514,740 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $35.9M | 4.16% | 618,952 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $34.2M | 3.96% | 580,288 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $27.0M | 3.12% | 21,117 | Common | SOLE |
| 985817105 | YELP | YELP INC | $24.1M | 2.79% | 651,970 | Common | SOLE |
| 971378104 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $21.9M | 2.53% | 581,648 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $20.5M | 2.37% | 388,038 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $18.3M | 2.12% | 133,870 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $14.0M | 1.62% | 370,222 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $13.1M | 1.52% | 174,200 | Common | SOLE |
| 124765108 | CAE | CAE INC | $9.9M | 1.14% | 531,200 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $5.1M | 0.59% | 38,730 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $3.5M | 0.41% | 135,296 | Common | SOLE |
| 06690B107 | PNSTQ | PINSTRIPES HOLDINGS INC | $1.1M | 0.13% | 406,408 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.