Filed: 11/14/2024ACC: 0000919574-24-006450
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $942.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$942.94M
Total AUM (reported)
12.99M
Total Shares
Allocation by class
CL A$406.89M43.2%
COM$404.98M42.9%
COM NEW$57.03M6.0%
SHS$44.12M4.7%
COM CL A$29.42M3.1%
CL A COM$502.0K0.1%
Portfolio Concentration
Top 3$358.09M38.0%
4–10$349.63M37.1%
11–25$235.22M24.9%
Top 3 weight
38.0%
Top 10 weight
75.1%
Voting Authority Distribution
Total shares with voting rights: 12.99M
Sole
Full voting authority
12.99M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
CARVANA CO
SOLEShares879.99K
TypeSH
Market value$153.21M
16.25%
Sole
879.99K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares846.80K
TypeSH
Market value$132.76M
14.08%
Sole
846.80K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares600.54K
TypeSH
Market value$72.11M
7.65%
Sole
600.54K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares680.76K
TypeSH
Market value$60.32M
6.40%
Sole
680.76K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares737.08K
TypeSH
Market value$57.51M
6.10%
Sole
737.08K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares385.27K
TypeSH
Market value$57.03M
6.05%
Sole
385.27K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares387.33K
TypeSH
Market value$48.38M
5.13%
Sole
387.33K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares845.21K
TypeSH
Market value$46.15M
4.89%
Sole
845.21K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares612.68K
TypeSH
Market value$44.12M
4.68%
Sole
612.68K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares367.97K
TypeSH
Market value$36.12M
3.83%
Sole
367.97K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares78.50K
TypeSH
Market value$34.81M
3.69%
Sole
78.50K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares20.92K
TypeSH
Market value$29.85M
3.17%
Sole
20.92K
Shared
0.00
None
0.00
ETSY INC
SOLEShares479.57K
TypeSH
Market value$26.63M
2.82%
Sole
479.57K
Shared
0.00
None
0.00
YELP INC
SOLEShares752.33K
TypeSH
Market value$26.39M
2.80%
Sole
752.33K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares443.31K
TypeSH
Market value$24.91M
2.64%
Sole
443.31K
Shared
0.00
None
0.00
WILLSCOT HLDGS CORP
SOLEShares634.96K
TypeSH
Market value$23.87M
2.53%
Sole
634.96K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares133.58K
TypeSH
Market value$21.46M
2.28%
Sole
133.58K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares369.38K
TypeSH
Market value$17.40M
1.85%
Sole
369.38K
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares2.48M
TypeSH
Market value$9.30M
0.99%
Sole
2.48M
Shared
0.00
None
0.00
CAE INC
SOLEShares357.75K
TypeSH
Market value$6.71M
0.71%
Sole
357.75K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares38.64K
TypeSH
Market value$6.14M
0.65%
Sole
38.64K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares184.72K
TypeSH
Market value$5.55M
0.59%
Sole
184.72K
Shared
0.00
None
0.00
BEACON ROOFING SUPPLY INC
SOLEShares19.74K
TypeSH
Market value$1.71M
0.18%
Sole
19.74K
Shared
0.00
None
0.00
PINSTRIPES HOLDINGS INC
SOLEShares654.60K
TypeSH
Market value$502.0K
0.05%
Sole
654.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 879.99K | SH | $153.21M 16.25% | 879.99K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 846.80K | SH | $132.76M 14.08% | 846.80K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 600.54K | SH | $72.11M 7.65% | 600.54K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 680.76K | SH | $60.32M 6.40% | 680.76K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 737.08K | SH | $57.51M 6.10% | 737.08K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 385.27K | SH | $57.03M 6.05% | 385.27K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 387.33K | SH | $48.38M 5.13% | 387.33K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 845.21K | SH | $46.15M 4.89% | 845.21K | 0.00 | 0.00 |
APTIV PLCSOLE | SHS | 612.68K | SH | $44.12M 4.68% | 612.68K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 367.97K | SH | $36.12M 3.83% | 367.97K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 78.50K | SH | $34.81M 3.69% | 78.50K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 20.92K | SH | $29.85M 3.17% | 20.92K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 479.57K | SH | $26.63M 2.82% | 479.57K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 752.33K | SH | $26.39M 2.80% | 752.33K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 443.31K | SH | $24.91M 2.64% | 443.31K | 0.00 | 0.00 |
WILLSCOT HLDGS CORPSOLE | COM CL A | 634.96K | SH | $23.87M 2.53% | 634.96K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 133.58K | SH | $21.46M 2.28% | 133.58K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 369.38K | SH | $17.40M 1.85% | 369.38K | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 2.48M | SH | $9.30M 0.99% | 2.48M | 0.00 | 0.00 |
CAE INCSOLE | COM | 357.75K | SH | $6.71M 0.71% | 357.75K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 38.64K | SH | $6.14M 0.65% | 38.64K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 184.72K | SH | $5.55M 0.59% | 184.72K | 0.00 | 0.00 |
BEACON ROOFING SUPPLY INCSOLE | COM | 19.74K | SH | $1.71M 0.18% | 19.74K | 0.00 | 0.00 |
PINSTRIPES HOLDINGS INCSOLE | CL A COM | 654.60K | SH | $502.0K 0.05% | 654.60K | 0.00 | 0.00 |