GOODNOW INVESTMENT GROUP, LLC

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$595 Million is the total value of GOODNOW INVESTMENT GROUP, LLC's 17 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .

All

			Value		Shares		↓ Weighting
VAPO	Exit	VAPOTHERM INC	$0	–	-133,732	-100.0%	-0.05%	–
SEIC	Exit	SEI INVTS CO	$0	–	-247,005	-100.0%	-2.06%	–
APP	Exit	APPLOVIN CORP	$0	–	-1,345,710	-100.0%	-7.14%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2022-11-14

Signatures

The EDGAR filing(s) were signed by:

Peter J. Gavey — Chief Compliance Officer

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)

GOODNOW INVESTMENT GROUP, LLC Q3 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	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 INC^{Sold 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

View complete filings history.

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