$841 Million is the total value of GOODNOW INVESTMENT GROUP, LLC's 25 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STRA | Buy | STRATEGIC ED INC | $36,019,000 | +96.3% | 234,425 | +78.5% | 4.28% | +22.6% |
| TRTN | New | TRITON INTL LTDcl a | $15,578,000 | – | 515,158 | +100.0% | 1.85% | – |
| CAE | Buy | CAE INC | $14,291,000 | +107.4% | 882,690 | +61.7% | 1.70% | +29.7% |
| IAC | Buy | IAC INTERACTIVECORP | $14,061,000 | +482.0% | 43,480 | +222.6% | 1.67% | +263.5% |
| NXST | Buy | NEXSTAR MEDIA GROUP INCcl a | $10,883,000 | +46.1% | 130,040 | +0.8% | 1.29% | -8.7% |
| HWM | New | HOWMET AEROSPACE INC | $8,117,000 | – | 512,109 | +100.0% | 0.96% | – |
| DISCK | Buy | DISCOVERY INC | $8,049,000 | +11.8% | 417,910 | +1.8% | 0.96% | -30.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Credit Acceptance Ord Shs | 42 | Q3 2023 | 11.9% |
| Zebra Technologies Ord Shs Class A | 38 | Q3 2023 | 14.9% |
| SEI INVTS CO | 37 | Q2 2022 | 4.0% |
| PAYPAL HLDGS INC | 33 | Q3 2023 | 11.8% |
| ETSY INC | 30 | Q3 2023 | 16.3% |
| DISCOVERY INC | 30 | Q3 2020 | 4.7% |
| GAMING & LEISURE PPTYS INC | 29 | Q4 2020 | 6.4% |
| WAYFAIR INC | 28 | Q3 2023 | 9.8% |
| Aircastle Ord Shs | 27 | Q4 2019 | 8.7% |
| CARVANA CO | 26 | Q3 2023 | 23.4% |
View GOODNOW INVESTMENT GROUP, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CARVANA CO. | February 14, 2019 | 1,906,015 | 4.9% |
| STRAYER EDUCATION INC | February 09, 2017 | 440,337 | 4.0% |
| WORLD ACCEPTANCE CORP | February 09, 2017 | 89,444 | 1.0% |
| MFRI INCSold out | February 04, 2010 | 0 | 0.0% |
View GOODNOW INVESTMENT GROUP, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View GOODNOW INVESTMENT GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.