Goodnow Investment Group, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Goodnow Investment Group, LLC disclosed 24 US equity positions worth $942.9m in its Q3 2024 13F filing. The largest position was CVNA at 16.2% of the reported book, followed by GDDY and SNX.
What did Goodnow Investment Group, LLC own in Q3 2024? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 16.2% | $153.2m | 879,987 | – | |
| 2 | GDDY GODADDY INC | Technology | 14.1% | $132.8m | 846,804 | – | |
| 3 | SNX TD SYNNEX CORPORATION | Technology | 7.6% | $72.1m | 600,536 | – | |
| 4 | FOUR SHIFT4 PMTS INC | Technology | 6.4% | $60.3m | 680,762 | – | |
| 5 | PYPL PAYPAL HLDGS INC | Financial Services | 6.1% | $57.5m | 737,082 | – | |
| 6 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 6.0% | $57.0m | 385,270 | – | |
| 7 | APO APOLLO GLOBAL MGMT INC | Financial Services | 5.1% | $48.4m | 387,330 | – | |
| 8 | SGI TEMPUR SEALY INTL INC | Consumer Cyclical | 4.9% | $46.1m | 845,207 | – | |
| 9 | APTV APTIV PLC | Consumer Cyclical | 4.7% | $44.1m | 612,680 | – | |
| 10 | IR INGERSOLL RAND INC | Industrials | 3.8% | $36.1m | 367,966 | – | |
| 11 | CACC CREDIT ACCEP CORP MICH | Financial Services | 3.7% | $34.8m | 78,501 | – | |
| 12 | TDG TRANSDIGM GROUP INC | Industrials | 3.2% | $29.9m | 20,917 | – | |
| 13 | ETSY ETSY INC | Consumer Cyclical | 2.8% | $26.6m | 479,568 | – | |
| 14 | YELP YELP INC | Communication Services | 2.8% | $26.4m | 752,330 | – | |
| 15 | W WAYFAIR INC | Consumer Cyclical | 2.6% | $24.9m | 443,308 | – | |
| 16 | WSC WILLSCOT HLDGS CORP | Industrials | 2.5% | $23.9m | 634,958 | – | |
| 17 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 2.3% | $21.5m | 133,580 | – | |
| 18 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 1.8% | $17.4m | 369,382 | – | |
| 19 | BLND BLEND LABS INC | 1.0% | $9.3m | 2,479,458 | – | ||
| 20 | CAE CAE INC | Industrials | 0.7% | $6.7m | 357,750 | – | |
| 21 | GNRC GENERAC HLDGS INC | Industrials | 0.7% | $6.1m | 38,640 | – | |
| 22 | CARG CARGURUS INC | Communication Services | 0.6% | $5.5m | 184,716 | – | |
| 23 | BECNUSD BEACON ROOFING SUPPLY INC | 0.2% | $1.7m | 19,740 | – | ||
| 24 | PINSTRIPES HOLDINGS INC | 0.1% | $502.0k | 654,601 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.