Filed: 2/14/2023ACC: 0000919574-23-001196
📋 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 $623.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$623.78M
Total AUM (reported)
10.02M
Total Shares
Allocation by class
COM$330.95M53.1%
CL A$267.51M42.9%
SHS$25.32M4.1%
Portfolio Concentration
Top 3$282.30M45.3%
4–10$276.84M44.4%
11–25$64.64M10.4%
Top 3 weight
45.3%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 10.02M
Sole
Full voting authority
10.02M
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
SOLEShares1.94M
TypeSH
Market value$133.26M
21.36%
Sole
1.94M
Shared
0.00
None
0.00
ETSY INC
SOLEShares701.78K
TypeSH
Market value$84.06M
13.48%
Sole
701.78K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares868.51K
TypeSH
Market value$64.98M
10.42%
Sole
868.51K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares670.45K
TypeSH
Market value$63.50M
10.18%
Sole
670.45K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
SOLEShares168.63K
TypeSH
Market value$43.24M
6.93%
Sole
168.63K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares521.47K
TypeSH
Market value$37.14M
5.95%
Sole
521.47K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares109.50K
TypeSH
Market value$36.81M
5.90%
Sole
109.50K
Shared
0.00
None
0.00
CAE INC
SOLEShares1.89M
TypeSH
Market value$36.61M
5.87%
Sole
1.89M
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares613.75K
TypeSH
Market value$32.07M
5.14%
Sole
613.75K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares43.65K
TypeSH
Market value$27.48M
4.41%
Sole
43.65K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares627.03K
TypeSH
Market value$25.32M
4.06%
Sole
627.03K
Shared
0.00
None
0.00
YELP INC
SOLEShares589.70K
TypeSH
Market value$16.12M
2.58%
Sole
589.70K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares72.20K
TypeSH
Market value$6.18M
0.99%
Sole
72.20K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares155.08K
TypeSH
Market value$5.10M
0.82%
Sole
155.08K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares1.01M
TypeSH
Market value$4.81M
0.77%
Sole
1.01M
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares8.66K
TypeSH
Market value$4.11M
0.66%
Sole
8.66K
Shared
0.00
None
0.00
CELANESE CORP DEL
SOLEShares29.35K
TypeSH
Market value$3.00M
0.48%
Sole
29.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRITON INTL LTDSOLE | CL A | 1.94M | SH | $133.26M 21.36% | 1.94M | 0.00 | 0.00 |
ETSY INCSOLE | COM | 701.78K | SH | $84.06M 13.48% | 701.78K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 868.51K | SH | $64.98M 10.42% | 868.51K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 670.45K | SH | $63.50M 10.18% | 670.45K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 168.63K | SH | $43.24M 6.93% | 168.63K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 521.47K | SH | $37.14M 5.95% | 521.47K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 109.50K | SH | $36.81M 5.90% | 109.50K | 0.00 | 0.00 |
CAE INCSOLE | COM | 1.89M | SH | $36.61M 5.87% | 1.89M | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 613.75K | SH | $32.07M 5.14% | 613.75K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 43.65K | SH | $27.48M 4.41% | 43.65K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 627.03K | SH | $25.32M 4.06% | 627.03K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 589.70K | SH | $16.12M 2.58% | 589.70K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 72.20K | SH | $6.18M 0.99% | 72.20K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 155.08K | SH | $5.10M 0.82% | 155.08K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 1.01M | SH | $4.81M 0.77% | 1.01M | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 8.66K | SH | $4.11M 0.66% | 8.66K | 0.00 | 0.00 |
CELANESE CORP DELSOLE | COM | 29.35K | SH | $3.00M 0.48% | 29.35K | 0.00 | 0.00 |