Q3 2024 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2024-11-14 · accession 0000919574-24-006450
$942.9M
Reported value
24
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $153.2M | 16.2% | 879,987 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $132.8M | 14.1% | 846,804 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $72.1M | 7.65% | 600,536 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $60.3M | 6.40% | 680,762 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $57.5M | 6.10% | 737,082 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $57.0M | 6.05% | 385,270 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $48.4M | 5.13% | 387,330 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $46.1M | 4.89% | 845,207 | Common | SOLE |
| G6095L109 | — | APTIV PLC | $44.1M | 4.68% | 612,680 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $36.1M | 3.83% | 367,966 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $34.8M | 3.69% | 78,501 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $29.9M | 3.17% | 20,917 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $26.6M | 2.82% | 479,568 | Common | SOLE |
| 985817105 | YELP | YELP INC | $26.4M | 2.80% | 752,330 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $24.9M | 2.64% | 443,308 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $23.9M | 2.53% | 634,958 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $21.5M | 2.28% | 133,580 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $17.4M | 1.85% | 369,382 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $9.3M | 0.99% | 2,479,458 | Common | SOLE |
| 124765108 | CAE | CAE INC | $6.7M | 0.71% | 357,750 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $6.1M | 0.65% | 38,640 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $5.5M | 0.59% | 184,716 | Common | SOLE |
| 073685109 | BECNUSD | BEACON ROOFING SUPPLY INC | $1.7M | 0.18% | 19,740 | Common | SOLE |
| 06690B107 | PNSTQ | PINSTRIPES HOLDINGS INC | $502,014 | 0.05% | 654,601 | 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.