Filed: 5/15/2024ACC: 0000919574-24-002997
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $833.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$833.05M
Total AUM (reported)
11.24M
Total Shares
Allocation by class
COM$483.02M58.0%
CL A$278.94M33.5%
SHS$34.55M4.1%
COM CL A$19.70M2.4%
COM NEW$16.85M2.0%
Portfolio Concentration
Top 3$286.28M34.4%
4–10$312.95M37.6%
11–25$232.91M28.0%
Rest$906.7K0.1%
Top 3 weight
34.4%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 11.24M
Sole
Full voting authority
11.24M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
CARVANA CO
SOLEShares1.32M
TypeSH
Market value$116.37M
13.97%
Sole
1.32M
Shared
0.00
None
0.00
GODADDY INC
SOLEShares924.61K
TypeSH
Market value$109.73M
13.17%
Sole
924.61K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares532.10K
TypeSH
Market value$60.18M
7.22%
Sole
532.10K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares561.06K
TypeSH
Market value$53.27M
6.39%
Sole
561.06K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares453.32K
TypeSH
Market value$50.98M
6.12%
Sole
453.32K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares823.84K
TypeSH
Market value$46.81M
5.62%
Sole
823.84K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares631.51K
TypeSH
Market value$42.30M
5.08%
Sole
631.51K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares73.93K
TypeSH
Market value$40.78M
4.89%
Sole
73.93K
Shared
0.00
None
0.00
ETSY INC
SOLEShares591.16K
TypeSH
Market value$40.62M
4.88%
Sole
591.16K
Shared
0.00
None
0.00
CAE INC
SOLEShares1.85M
TypeSH
Market value$38.19M
4.58%
Sole
1.85M
Shared
0.00
None
0.00
APTIV PLC
SOLEShares433.79K
TypeSH
Market value$34.55M
4.15%
Sole
433.79K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares21.91K
TypeSH
Market value$26.98M
3.24%
Sole
21.91K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares353.27K
TypeSH
Market value$26.21M
3.15%
Sole
353.27K
Shared
0.00
None
0.00
YELP INC
SOLEShares650.41K
TypeSH
Market value$25.63M
3.08%
Sole
650.41K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares362.12K
TypeSH
Market value$24.58M
2.95%
Sole
362.12K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares136.34K
TypeSH
Market value$18.74M
2.25%
Sole
136.34K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares122.30K
TypeSH
Market value$16.85M
2.02%
Sole
122.30K
Shared
0.00
None
0.00
WILLSCOT MOBIL MINI HLDNG CO
SOLEShares355.59K
TypeSH
Market value$16.53M
1.98%
Sole
355.59K
Shared
0.00
None
0.00
SIX FLAGS ENTMT CORP NEW
SOLEShares504.84K
TypeSH
Market value$13.29M
1.60%
Sole
504.84K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares291.76K
TypeSH
Market value$10.83M
1.30%
Sole
291.76K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares21.60K
TypeSH
Market value$6.50M
0.78%
Sole
21.60K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares39.45K
TypeSH
Market value$4.98M
0.60%
Sole
39.45K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares137.31K
TypeSH
Market value$3.17M
0.38%
Sole
137.31K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares39.81K
TypeSH
Market value$2.63M
0.32%
Sole
39.81K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares3.05K
TypeSH
Market value$1.45M
0.17%
Sole
3.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 1.32M | SH | $116.37M 13.97% | 1.32M | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 924.61K | SH | $109.73M 13.17% | 924.61K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 532.10K | SH | $60.18M 7.22% | 532.10K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 561.06K | SH | $53.27M 6.39% | 561.06K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 453.32K | SH | $50.98M 6.12% | 453.32K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 823.84K | SH | $46.81M 5.62% | 823.84K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 631.51K | SH | $42.30M 5.08% | 631.51K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 73.93K | SH | $40.78M 4.89% | 73.93K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 591.16K | SH | $40.62M 4.88% | 591.16K | 0.00 | 0.00 |
CAE INCSOLE | COM | 1.85M | SH | $38.19M 4.58% | 1.85M | 0.00 | 0.00 |
APTIV PLCSOLE | SHS | 433.79K | SH | $34.55M 4.15% | 433.79K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 21.91K | SH | $26.98M 3.24% | 21.91K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 353.27K | SH | $26.21M 3.15% | 353.27K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 650.41K | SH | $25.63M 3.08% | 650.41K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 362.12K | SH | $24.58M 2.95% | 362.12K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 136.34K | SH | $18.74M 2.25% | 136.34K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 122.30K | SH | $16.85M 2.02% | 122.30K | 0.00 | 0.00 |
WILLSCOT MOBIL MINI HLDNG COSOLE | COM CL A | 355.59K | SH | $16.53M 1.98% | 355.59K | 0.00 | 0.00 |
SIX FLAGS ENTMT CORP NEWSOLE | COM | 504.84K | SH | $13.29M 1.60% | 504.84K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 291.76K | SH | $10.83M 1.30% | 291.76K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 21.60K | SH | $6.50M 0.78% | 21.60K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 39.45K | SH | $4.98M 0.60% | 39.45K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 137.31K | SH | $3.17M 0.38% | 137.31K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 39.81K | SH | $2.63M 0.32% | 39.81K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 3.05K | SH | $1.45M 0.17% | 3.05K | 0.00 | 0.00 |
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