Filed: 8/14/2024ACC: 0000919574-24-004515
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $864.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$864.14M
Total AUM (reported)
10.54M
Total Shares
Allocation by class
COM$399.21M46.2%
CL A$358.18M41.4%
COM NEW$43.95M5.1%
SHS$36.25M4.2%
COM CL A$25.44M2.9%
CL A COM$1.12M0.1%
Portfolio Concentration
Top 3$338.54M39.2%
4–10$296.89M34.4%
11–25$228.71M26.5%
Top 3 weight
39.2%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 10.54M
Sole
Full voting authority
10.54M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
CARVANA CO
SOLEShares1.10M
TypeSH
Market value$142.14M
16.45%
Sole
1.10M
Shared
0.00
None
0.00
GODADDY INC
SOLEShares908.40K
TypeSH
Market value$126.91M
14.69%
Sole
908.40K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares602.14K
TypeSH
Market value$69.49M
8.04%
Sole
602.14K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares387.91K
TypeSH
Market value$45.80M
5.30%
Sole
387.91K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares504.17K
TypeSH
Market value$45.80M
5.30%
Sole
504.17K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares607.70K
TypeSH
Market value$44.57M
5.16%
Sole
607.70K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares348.86K
TypeSH
Market value$43.95M
5.09%
Sole
348.86K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares78.53K
TypeSH
Market value$40.42M
4.68%
Sole
78.53K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares847.02K
TypeSH
Market value$40.10M
4.64%
Sole
847.02K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares514.74K
TypeSH
Market value$36.25M
4.19%
Sole
514.74K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares618.95K
TypeSH
Market value$35.92M
4.16%
Sole
618.95K
Shared
0.00
None
0.00
ETSY INC
SOLEShares580.29K
TypeSH
Market value$34.23M
3.96%
Sole
580.29K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares21.12K
TypeSH
Market value$26.98M
3.12%
Sole
21.12K
Shared
0.00
None
0.00
YELP INC
SOLEShares651.97K
TypeSH
Market value$24.09M
2.79%
Sole
651.97K
Shared
0.00
None
0.00
WILLSCOT MOBIL MINI HLDNG CO
SOLEShares581.65K
TypeSH
Market value$21.89M
2.53%
Sole
581.65K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares388.04K
TypeSH
Market value$20.46M
2.37%
Sole
388.04K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares133.87K
TypeSH
Market value$18.33M
2.12%
Sole
133.87K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares370.22K
TypeSH
Market value$14.04M
1.62%
Sole
370.22K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares174.20K
TypeSH
Market value$13.13M
1.52%
Sole
174.20K
Shared
0.00
None
0.00
CAE INC
SOLEShares531.20K
TypeSH
Market value$9.87M
1.14%
Sole
531.20K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares38.73K
TypeSH
Market value$5.12M
0.59%
Sole
38.73K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares135.30K
TypeSH
Market value$3.54M
0.41%
Sole
135.30K
Shared
0.00
None
0.00
PINSTRIPES HOLDINGS INC
SOLEShares406.41K
TypeSH
Market value$1.12M
0.13%
Sole
406.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 1.10M | SH | $142.14M 16.45% | 1.10M | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 908.40K | SH | $126.91M 14.69% | 908.40K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 602.14K | SH | $69.49M 8.04% | 602.14K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 387.91K | SH | $45.80M 5.30% | 387.91K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 504.17K | SH | $45.80M 5.30% | 504.17K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 607.70K | SH | $44.57M 5.16% | 607.70K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 348.86K | SH | $43.95M 5.09% | 348.86K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 78.53K | SH | $40.42M 4.68% | 78.53K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 847.02K | SH | $40.10M 4.64% | 847.02K | 0.00 | 0.00 |
APTIV PLCSOLE | SHS | 514.74K | SH | $36.25M 4.19% | 514.74K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 618.95K | SH | $35.92M 4.16% | 618.95K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 580.29K | SH | $34.23M 3.96% | 580.29K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 21.12K | SH | $26.98M 3.12% | 21.12K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 651.97K | SH | $24.09M 2.79% | 651.97K | 0.00 | 0.00 |
WILLSCOT MOBIL MINI HLDNG COSOLE | COM CL A | 581.65K | SH | $21.89M 2.53% | 581.65K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 388.04K | SH | $20.46M 2.37% | 388.04K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 133.87K | SH | $18.33M 2.12% | 133.87K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 370.22K | SH | $14.04M 1.62% | 370.22K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 174.20K | SH | $13.13M 1.52% | 174.20K | 0.00 | 0.00 |
CAE INCSOLE | COM | 531.20K | SH | $9.87M 1.14% | 531.20K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 38.73K | SH | $5.12M 0.59% | 38.73K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 135.30K | SH | $3.54M 0.41% | 135.30K | 0.00 | 0.00 |
PINSTRIPES HOLDINGS INCSOLE | CL A COM | 406.41K | SH | $1.12M 0.13% | 406.41K | 0.00 | 0.00 |