Filed: 11/14/2023ACC: 0000919574-23-006190
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $593.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$593.64M
Total AUM (reported)
9.99M
Total Shares
Allocation by class
COM$375.89M63.3%
CL A$193.68M32.6%
SHS$23.49M4.0%
COM CL A$581.8K0.1%
Portfolio Concentration
Top 3$183.89M31.0%
4–10$256.20M43.2%
11–25$153.56M25.9%
Top 3 weight
31.0%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 9.99M
Sole
Full voting authority
9.99M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
GODADDY INC
SOLEShares937.26K
TypeSH
Market value$69.81M
11.76%
Sole
937.26K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares1.44M
TypeSH
Market value$60.51M
10.19%
Sole
1.44M
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares536.47K
TypeSH
Market value$53.57M
9.02%
Sole
536.47K
Shared
0.00
None
0.00
CAE INC
SOLEShares1.89M
TypeSH
Market value$44.17M
7.44%
Sole
1.89M
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares681.67K
TypeSH
Market value$43.44M
7.32%
Sole
681.67K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares459.40K
TypeSH
Market value$41.24M
6.95%
Sole
459.40K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares642.12K
TypeSH
Market value$37.54M
6.32%
Sole
642.12K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares37.73K
TypeSH
Market value$31.81M
5.36%
Sole
37.73K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares66.63K
TypeSH
Market value$30.66M
5.16%
Sole
66.63K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares79.59K
TypeSH
Market value$27.35M
4.61%
Sole
79.59K
Shared
0.00
None
0.00
YELP INC
SOLEShares633.72K
TypeSH
Market value$26.36M
4.44%
Sole
633.72K
Shared
0.00
None
0.00
SENSATA TECHNOLOGIES HLDG PL
SOLEShares621.22K
TypeSH
Market value$23.49M
3.96%
Sole
621.22K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares523.27K
TypeSH
Market value$22.68M
3.82%
Sole
523.27K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares313.71K
TypeSH
Market value$19.00M
3.20%
Sole
313.71K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
SOLEShares76.11K
TypeSH
Market value$18.00M
3.03%
Sole
76.11K
Shared
0.00
None
0.00
SIX FLAGS ENTMT CORP NEW
SOLEShares520.27K
TypeSH
Market value$12.23M
2.06%
Sole
520.27K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares71.69K
TypeSH
Market value$8.95M
1.51%
Sole
71.69K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares294.84K
TypeSH
Market value$8.26M
1.39%
Sole
294.84K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares20.47K
TypeSH
Market value$6.05M
1.02%
Sole
20.47K
Shared
0.00
None
0.00
ETSY INC
SOLEShares81.13K
TypeSH
Market value$5.24M
0.88%
Sole
81.13K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares24.94K
TypeSH
Market value$2.72M
0.46%
Sole
24.94K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares33.21K
TypeSH
Market value$581.8K
0.10%
Sole
33.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GODADDY INCSOLE | CL A | 937.26K | SH | $69.81M 11.76% | 937.26K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 1.44M | SH | $60.51M 10.19% | 1.44M | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 536.47K | SH | $53.57M 9.02% | 536.47K | 0.00 | 0.00 |
CAE INCSOLE | COM | 1.89M | SH | $44.17M 7.44% | 1.89M | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 681.67K | SH | $43.44M 7.32% | 681.67K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 459.40K | SH | $41.24M 6.95% | 459.40K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 642.12K | SH | $37.54M 6.32% | 642.12K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 37.73K | SH | $31.81M 5.36% | 37.73K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 66.63K | SH | $30.66M 5.16% | 66.63K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 79.59K | SH | $27.35M 4.61% | 79.59K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 633.72K | SH | $26.36M 4.44% | 633.72K | 0.00 | 0.00 |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 621.22K | SH | $23.49M 3.96% | 621.22K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 523.27K | SH | $22.68M 3.82% | 523.27K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 313.71K | SH | $19.00M 3.20% | 313.71K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 76.11K | SH | $18.00M 3.03% | 76.11K | 0.00 | 0.00 |
SIX FLAGS ENTMT CORP NEWSOLE | COM | 520.27K | SH | $12.23M 2.06% | 520.27K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 71.69K | SH | $8.95M 1.51% | 71.69K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 294.84K | SH | $8.26M 1.39% | 294.84K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 20.47K | SH | $6.05M 1.02% | 20.47K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 81.13K | SH | $5.24M 0.88% | 81.13K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 24.94K | SH | $2.72M 0.46% | 24.94K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 33.21K | SH | $581.8K 0.10% | 33.21K | 0.00 | 0.00 |