$612 Million is the total value of GOODNOW INVESTMENT GROUP, LLC's 18 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 5.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GDDY | Buy | GODADDY INCcl a | $67,934,586 | +4.5% | 874,094 | +0.6% | 11.11% | +6.6% |
| TRTN | Sell | TRITON INTL LTDcl a | $66,634,955 | -50.0% | 1,054,017 | -45.6% | 10.89% | -49.0% |
| ETSY | Sell | ETSY INC | $65,875,965 | -21.6% | 591,718 | -15.7% | 10.77% | -20.1% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $54,041,874 | +25.0% | 169,943 | +0.8% | 8.84% | +27.5% |
| SNX | Sell | TD SYNNEX CORPORATION | $52,221,593 | -17.8% | 539,535 | -19.5% | 8.54% | -16.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $45,877,025 | +23.5% | 604,122 | +15.8% | 7.50% | +26.0% |
| CAE | Buy | CAE INC | $43,056,992 | +17.6% | 1,902,651 | +0.5% | 7.04% | +19.9% |
| IR | Buy | INGERSOLL RAND INC | $35,885,773 | +11.9% | 616,806 | +0.5% | 5.87% | +14.1% |
| ST | Buy | SENSATA TECHNOLOGIES HLDG PL | $31,461,580 | +24.3% | 628,980 | +0.3% | 5.14% | +26.7% |
| TDG | Sell | TRANSDIGM GROUP INC | $28,993,336 | +5.5% | 39,337 | -9.9% | 4.74% | +7.6% |
| CACC | Buy | CREDIT ACCEP CORP MICH | $26,773,292 | +551.3% | 61,401 | +608.6% | 4.38% | +564.2% |
| IT | Sell | GARTNER INC | $25,817,924 | -29.9% | 79,252 | -27.6% | 4.22% | -28.5% |
| YELP | Buy | YELP INCcl a | $19,112,285 | +18.5% | 622,550 | +5.6% | 3.12% | +20.9% |
| CVNA | Buy | CARVANA COcl a | $14,422,511 | +200.1% | 1,473,188 | +45.3% | 2.36% | +205.8% |
| New | APOLLO GLOBAL MGMT INC | $12,899,167 | – | 204,230 | +100.0% | 2.11% | – | |
| W | Buy | WAYFAIR INCcl a | $9,215,757 | +80.7% | 268,368 | +73.1% | 1.51% | +84.2% |
| IBP | Buy | INSTALLED BLDG PRODS INC | $8,262,158 | +33.7% | 72,456 | +0.4% | 1.35% | +36.3% |
| CE | Sell | CELANESE CORP DEL | $3,186,121 | +6.2% | 29,260 | -0.3% | 0.52% | +8.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.