Filed: 8/14/2023ACC: 0000919574-23-004653
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $695.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$695.02M
Total AUM (reported)
10.45M
Total Shares
Allocation by class
COM$383.74M55.2%
CL A$283.44M40.8%
SHS$27.84M4.0%
Portfolio Concentration
Top 3$202.21M29.1%
4–10$302.48M43.5%
11–25$190.33M27.4%
Top 3 weight
29.1%
Top 10 weight
72.6%
Voting Authority Distribution
Total shares with voting rights: 10.45M
Sole
Full voting authority
10.45M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
TRITON INTL LTD
SOLEShares1.04M
TypeSH
Market value$86.89M
12.50%
Sole
1.04M
Shared
0.00
None
0.00
GODADDY INC
SOLEShares867.30K
TypeSH
Market value$65.16M
9.38%
Sole
867.30K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares533.67K
TypeSH
Market value$50.17M
7.22%
Sole
533.67K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
SOLEShares169.21K
TypeSH
Market value$50.06M
7.20%
Sole
169.21K
Shared
0.00
None
0.00
ETSY INC
SOLEShares591.04K
TypeSH
Market value$50.01M
7.20%
Sole
591.04K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares678.38K
TypeSH
Market value$44.34M
6.38%
Sole
678.38K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares638.52K
TypeSH
Market value$42.61M
6.13%
Sole
638.52K
Shared
0.00
None
0.00
CAE INC
SOLEShares1.88M
TypeSH
Market value$42.12M
6.06%
Sole
1.88M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares1.48M
TypeSH
Market value$38.27M
5.51%
Sole
1.48M
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares456.68K
TypeSH
Market value$35.08M
5.05%
Sole
456.68K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares38.47K
TypeSH
Market value$34.40M
4.95%
Sole
38.47K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares61.22K
TypeSH
Market value$31.10M
4.47%
Sole
61.22K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares618.71K
TypeSH
Market value$27.84M
4.01%
Sole
618.71K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares79.04K
TypeSH
Market value$27.69M
3.98%
Sole
79.04K
Shared
0.00
None
0.00
YELP INC
SOLEShares627.89K
TypeSH
Market value$22.86M
3.29%
Sole
627.89K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares310.83K
TypeSH
Market value$20.21M
2.91%
Sole
310.83K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares71.37K
TypeSH
Market value$10.00M
1.44%
Sole
71.37K
Shared
0.00
None
0.00
SIX FLAGS ENTMT CORP NEW
SOLEShares257.81K
TypeSH
Market value$6.70M
0.96%
Sole
257.81K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares20.34K
TypeSH
Market value$6.19M
0.89%
Sole
20.34K
Shared
0.00
None
0.00
CELANESE CORP DEL
SOLEShares29.02K
TypeSH
Market value$3.36M
0.48%
Sole
29.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRITON INTL LTDSOLE | CL A | 1.04M | SH | $86.89M 12.50% | 1.04M | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 867.30K | SH | $65.16M 9.38% | 867.30K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 533.67K | SH | $50.17M 7.22% | 533.67K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 169.21K | SH | $50.06M 7.20% | 169.21K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 591.04K | SH | $50.01M 7.20% | 591.04K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 678.38K | SH | $44.34M 6.38% | 678.38K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 638.52K | SH | $42.61M 6.13% | 638.52K | 0.00 | 0.00 |
CAE INCSOLE | COM | 1.88M | SH | $42.12M 6.06% | 1.88M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 1.48M | SH | $38.27M 5.51% | 1.48M | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 456.68K | SH | $35.08M 5.05% | 456.68K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 38.47K | SH | $34.40M 4.95% | 38.47K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 61.22K | SH | $31.10M 4.47% | 61.22K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 618.71K | SH | $27.84M 4.01% | 618.71K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 79.04K | SH | $27.69M 3.98% | 79.04K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 627.89K | SH | $22.86M 3.29% | 627.89K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 310.83K | SH | $20.21M 2.91% | 310.83K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 71.37K | SH | $10.00M 1.44% | 71.37K | 0.00 | 0.00 |
SIX FLAGS ENTMT CORP NEWSOLE | COM | 257.81K | SH | $6.70M 0.96% | 257.81K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 20.34K | SH | $6.19M 0.89% | 20.34K | 0.00 | 0.00 |
CELANESE CORP DELSOLE | COM | 29.02K | SH | $3.36M 0.48% | 29.02K | 0.00 | 0.00 |