$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPX | New | TEMPUR SEALY INTL INC | $22,678,522 | – | 523,270 | +100.0% | 3.82% | – |
| GIL | New | GILDAN ACTIVEWEAR INC | $8,258,468 | – | 294,840 | +100.0% | 1.39% | – |
| GNRC | New | GENERAC HLDGS INC | $2,717,462 | – | 24,940 | +100.0% | 0.46% | – |
| CARG | New | CARGURUS INC | $581,839 | – | 33,210 | +100.0% | 0.10% | – |
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.