$594 Million is the total value of GOODNOW INVESTMENT GROUP, LLC's 22 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 33.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CVNA | Sell | CARVANA COcl a | $60,509,468 | +58.1% | 1,441,388 | -2.4% | 10.19% | +85.1% |
TDG | Sell | TRANSDIGM GROUP INC | $31,808,766 | -7.5% | 37,727 | -1.9% | 5.36% | +8.3% |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $18,002,298 | -64.0% | 76,110 | -55.0% | 3.03% | -57.9% |
ETSY | Sell | ETSY INC | $5,239,246 | -89.5% | 81,128 | -86.3% | 0.88% | -87.7% |
CE | Exit | CELANESE CORP DEL | $0 | – | -29,020 | -100.0% | -0.48% | – |
TRTN | Exit | TRITON INTL LTDcl a | $0 | – | -1,043,557 | -100.0% | -12.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.