Filed: 11/14/2022ACC: 0000919574-22-006505
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $594.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$594.7K
Total AUM (reported)
10.53M
Total Shares
Allocation by class
COM$298.9K50.3%
CL A$271.7K45.7%
SHS$24.0K4.0%
Portfolio Concentration
Top 3$250.9K42.2%
4–10$258.2K43.4%
11–25$85.5K14.4%
Top 3 weight
42.2%
Top 10 weight
85.6%
Voting Authority Distribution
Total shares with voting rights: 10.53M
Sole
Full voting authority
10.53M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
TRITON INTL LTD
SOLEShares2.12M
TypeSH
Market value$116.1K
19.52%
Sole
2.12M
Shared
0.00
None
0.00
ETSY INC
SOLEShares712.84K
TypeSH
Market value$71.4K
12.00%
Sole
712.84K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares895.51K
TypeSH
Market value$63.5K
10.67%
Sole
895.51K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares690.10K
TypeSH
Market value$56.0K
9.42%
Sole
690.10K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
SOLEShares158.63K
TypeSH
Market value$41.6K
6.99%
Sole
158.63K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares147.70K
TypeSH
Market value$40.9K
6.87%
Sole
147.70K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares447.80K
TypeSH
Market value$38.5K
6.48%
Sole
447.80K
Shared
0.00
None
0.00
CAE INC
SOLEShares1.95M
TypeSH
Market value$29.9K
5.02%
Sole
1.95M
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares631.61K
TypeSH
Market value$27.3K
4.59%
Sole
631.61K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares644.81K
TypeSH
Market value$24.0K
4.04%
Sole
644.81K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares44.85K
TypeSH
Market value$23.5K
3.96%
Sole
44.85K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares1.15M
TypeSH
Market value$23.4K
3.94%
Sole
1.15M
Shared
0.00
None
0.00
YELP INC
SOLEShares608.64K
TypeSH
Market value$20.6K
3.47%
Sole
608.64K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares200.78K
TypeSH
Market value$6.5K
1.10%
Sole
200.78K
Shared
0.00
None
0.00
LGI HOMES INC
SOLEShares67.57K
TypeSH
Market value$5.5K
0.92%
Sole
67.57K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares50.25K
TypeSH
Market value$4.1K
0.68%
Sole
50.25K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares4.11K
TypeSH
Market value$1.8K
0.30%
Sole
4.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRITON INTL LTDSOLE | CL A | 2.12M | SH | $116.1K 19.52% | 2.12M | 0.00 | 0.00 |
ETSY INCSOLE | COM | 712.84K | SH | $71.4K 12.00% | 712.84K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 895.51K | SH | $63.5K 10.67% | 895.51K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 690.10K | SH | $56.0K 9.42% | 690.10K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 158.63K | SH | $41.6K 6.99% | 158.63K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 147.70K | SH | $40.9K 6.87% | 147.70K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 447.80K | SH | $38.5K 6.48% | 447.80K | 0.00 | 0.00 |
CAE INCSOLE | COM | 1.95M | SH | $29.9K 5.02% | 1.95M | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 631.61K | SH | $27.3K 4.59% | 631.61K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 644.81K | SH | $24.0K 4.04% | 644.81K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 44.85K | SH | $23.5K 3.96% | 44.85K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 1.15M | SH | $23.4K 3.94% | 1.15M | 0.00 | 0.00 |
YELP INCSOLE | CL A | 608.64K | SH | $20.6K 3.47% | 608.64K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 200.78K | SH | $6.5K 1.10% | 200.78K | 0.00 | 0.00 |
LGI HOMES INCSOLE | COM | 67.57K | SH | $5.5K 0.92% | 67.57K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 50.25K | SH | $4.1K 0.68% | 50.25K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 4.11K | SH | $1.8K 0.30% | 4.11K | 0.00 | 0.00 |