Filed: 2/14/2024ACC: 0000919574-24-001087
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $711.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$711.49M
Total AUM (reported)
9.87M
Total Shares
Allocation by class
COM$458.91M64.5%
CL A$250.04M35.1%
SHS$1.75M0.2%
COM CL A$800.2K0.1%
Portfolio Concentration
Top 3$234.23M32.9%
4–10$293.55M41.3%
11–25$183.72M25.8%
Top 3 weight
32.9%
Top 10 weight
74.2%
Voting Authority Distribution
Total shares with voting rights: 9.87M
Sole
Full voting authority
9.87M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
GODADDY INC
SOLEShares935.21K
TypeSH
Market value$99.28M
13.95%
Sole
935.21K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares1.46M
TypeSH
Market value$77.53M
10.90%
Sole
1.46M
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares533.54K
TypeSH
Market value$57.41M
8.07%
Sole
533.54K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares676.72K
TypeSH
Market value$52.34M
7.36%
Sole
676.72K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares458.31K
TypeSH
Market value$42.71M
6.00%
Sole
458.31K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares77.94K
TypeSH
Market value$41.52M
5.84%
Sole
77.94K
Shared
0.00
None
0.00
CAE INC
SOLEShares1.88M
TypeSH
Market value$40.62M
5.71%
Sole
1.88M
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares773.68K
TypeSH
Market value$39.43M
5.54%
Sole
773.68K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares640.62K
TypeSH
Market value$39.34M
5.53%
Sole
640.62K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares37.16K
TypeSH
Market value$37.59M
5.28%
Sole
37.16K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares68.62K
TypeSH
Market value$30.96M
4.35%
Sole
68.62K
Shared
0.00
None
0.00
YELP INC
SOLEShares641.66K
TypeSH
Market value$30.38M
4.27%
Sole
641.66K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares357.24K
TypeSH
Market value$22.04M
3.10%
Sole
357.24K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
SOLEShares76.11K
TypeSH
Market value$20.80M
2.92%
Sole
76.11K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares138.23K
TypeSH
Market value$17.75M
2.50%
Sole
138.23K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares92.42K
TypeSH
Market value$16.90M
2.37%
Sole
92.42K
Shared
0.00
None
0.00
SIX FLAGS ENTMT CORP NEW
SOLEShares516.39K
TypeSH
Market value$12.95M
1.82%
Sole
516.39K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares296.74K
TypeSH
Market value$9.81M
1.38%
Sole
296.74K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares21.84K
TypeSH
Market value$7.19M
1.01%
Sole
21.84K
Shared
0.00
None
0.00
ETSY INC
SOLEShares82K
TypeSH
Market value$6.65M
0.93%
Sole
82K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares24.82K
TypeSH
Market value$3.21M
0.45%
Sole
24.82K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares19.53K
TypeSH
Market value$1.75M
0.25%
Sole
19.53K
Shared
0.00
None
0.00
BEACON ROOFING SUPPLY INC
SOLEShares19.53K
TypeSH
Market value$1.70M
0.24%
Sole
19.53K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.57K
TypeSH
Market value$833.3K
0.12%
Sole
1.57K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares33.12K
TypeSH
Market value$800.2K
0.11%
Sole
33.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GODADDY INCSOLE | CL A | 935.21K | SH | $99.28M 13.95% | 935.21K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 1.46M | SH | $77.53M 10.90% | 1.46M | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 533.54K | SH | $57.41M 8.07% | 533.54K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 676.72K | SH | $52.34M 7.36% | 676.72K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 458.31K | SH | $42.71M 6.00% | 458.31K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 77.94K | SH | $41.52M 5.84% | 77.94K | 0.00 | 0.00 |
CAE INCSOLE | COM | 1.88M | SH | $40.62M 5.71% | 1.88M | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 773.68K | SH | $39.43M 5.54% | 773.68K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 640.62K | SH | $39.34M 5.53% | 640.62K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 37.16K | SH | $37.59M 5.28% | 37.16K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 68.62K | SH | $30.96M 4.35% | 68.62K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 641.66K | SH | $30.38M 4.27% | 641.66K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 357.24K | SH | $22.04M 3.10% | 357.24K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 76.11K | SH | $20.80M 2.92% | 76.11K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 138.23K | SH | $17.75M 2.50% | 138.23K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 92.42K | SH | $16.90M 2.37% | 92.42K | 0.00 | 0.00 |
SIX FLAGS ENTMT CORP NEWSOLE | COM | 516.39K | SH | $12.95M 1.82% | 516.39K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 296.74K | SH | $9.81M 1.38% | 296.74K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 21.84K | SH | $7.19M 1.01% | 21.84K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 82K | SH | $6.65M 0.93% | 82K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 24.82K | SH | $3.21M 0.45% | 24.82K | 0.00 | 0.00 |
APTIV PLCSOLE | SHS | 19.53K | SH | $1.75M 0.25% | 19.53K | 0.00 | 0.00 |
BEACON ROOFING SUPPLY INCSOLE | COM | 19.53K | SH | $1.70M 0.24% | 19.53K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.57K | SH | $833.3K 0.12% | 1.57K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 33.12K | SH | $800.2K 0.11% | 33.12K | 0.00 | 0.00 |