Filed: 5/15/2023ACC: 0000919574-23-003115
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $611.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$611.67M
Total AUM (reported)
9.83M
Total Shares
Allocation by class
COM$348.85M57.0%
CL A$231.36M37.8%
SHS$31.46M5.1%
Portfolio Concentration
Top 3$200.45M32.8%
4–10$291.54M47.7%
11–25$119.69M19.6%
Top 3 weight
32.8%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 9.83M
Sole
Full voting authority
9.83M
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)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
GODADDY INC
SOLEShares874.09K
TypeSH
Market value$67.93M
11.11%
Sole
874.09K
Shared
0.00
None
0.00
TRITON INTL LTD
SOLEShares1.05M
TypeSH
Market value$66.63M
10.89%
Sole
1.05M
Shared
0.00
None
0.00
ETSY INC
SOLEShares591.72K
TypeSH
Market value$65.88M
10.77%
Sole
591.72K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
SOLEShares169.94K
TypeSH
Market value$54.04M
8.84%
Sole
169.94K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares539.53K
TypeSH
Market value$52.22M
8.54%
Sole
539.53K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares604.12K
TypeSH
Market value$45.88M
7.50%
Sole
604.12K
Shared
0.00
None
0.00
CAE INC
SOLEShares1.90M
TypeSH
Market value$43.06M
7.04%
Sole
1.90M
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares616.81K
TypeSH
Market value$35.89M
5.87%
Sole
616.81K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares628.98K
TypeSH
Market value$31.46M
5.14%
Sole
628.98K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares39.34K
TypeSH
Market value$28.99M
4.74%
Sole
39.34K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares61.40K
TypeSH
Market value$26.77M
4.38%
Sole
61.40K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares79.25K
TypeSH
Market value$25.82M
4.22%
Sole
79.25K
Shared
0.00
None
0.00
YELP INC
SOLEShares622.55K
TypeSH
Market value$19.11M
3.12%
Sole
622.55K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares1.47M
TypeSH
Market value$14.42M
2.36%
Sole
1.47M
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares204.23K
TypeSH
Market value$12.90M
2.11%
Sole
204.23K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares268.37K
TypeSH
Market value$9.22M
1.51%
Sole
268.37K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares72.46K
TypeSH
Market value$8.26M
1.35%
Sole
72.46K
Shared
0.00
None
0.00
CELANESE CORP DEL
SOLEShares29.26K
TypeSH
Market value$3.19M
0.52%
Sole
29.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GODADDY INCSOLE | CL A | 874.09K | SH | $67.93M 11.11% | 874.09K | 0.00 | 0.00 |
TRITON INTL LTDSOLE | CL A | 1.05M | SH | $66.63M 10.89% | 1.05M | 0.00 | 0.00 |
ETSY INCSOLE | COM | 591.72K | SH | $65.88M 10.77% | 591.72K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 169.94K | SH | $54.04M 8.84% | 169.94K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 539.53K | SH | $52.22M 8.54% | 539.53K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 604.12K | SH | $45.88M 7.50% | 604.12K | 0.00 | 0.00 |
CAE INCSOLE | COM | 1.90M | SH | $43.06M 7.04% | 1.90M | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 616.81K | SH | $35.89M 5.87% | 616.81K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 628.98K | SH | $31.46M 5.14% | 628.98K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 39.34K | SH | $28.99M 4.74% | 39.34K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 61.40K | SH | $26.77M 4.38% | 61.40K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 79.25K | SH | $25.82M 4.22% | 79.25K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 622.55K | SH | $19.11M 3.12% | 622.55K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 1.47M | SH | $14.42M 2.36% | 1.47M | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 204.23K | SH | $12.90M 2.11% | 204.23K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 268.37K | SH | $9.22M 1.51% | 268.37K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 72.46K | SH | $8.26M 1.35% | 72.46K | 0.00 | 0.00 |
CELANESE CORP DELSOLE | COM | 29.26K | SH | $3.19M 0.52% | 29.26K | 0.00 | 0.00 |