GOODNOW INVESTMENT GROUP, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GI GOODNOW INVESTMENT GROUP, LLC | Institutional Filer | ▼ 14.84% | $912.9M | 29 |
Current Portfolio Holdings
Showing all 29 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | Consumer Cyclical | 724K | $227.7M | 24.95% |
| 2 | GDDY | GoDaddy Inc. | Technology | 745K | $61.6M | 6.75% |
| 3 | CART | Instacart (Maplebear Inc.) | Consumer Cyclical | 1.4M | $51.8M | 5.68% |
| 4 | EXPE | Expedia Group, Inc. | Consumer Cyclical | 218K | $50.3M | 5.51% |
| 5 | CACC | Credit Acceptance Corporation | Financial Services | 116K | $49.3M | 5.40% |
| 6 | W | Wayfair Inc. | Consumer Cyclical | 639K | $48.0M | 5.26% |
| 7 | NaN | SUNBELT RENTALS HOLDINGS INC | — | 734K | $47.8M | 5.23% |
| 8 | APTV | Aptiv PLC | Consumer Cyclical | 679K | $47.1M | 5.16% |
| 9 | SGI | Somnigroup International Inc | Consumer Defensive | 610K | $45.1M | 4.94% |
| 10 | FOUR | Shift4 Payments, Inc. | Technology | 854K | $37.4M | 4.09% |
| 11 | CNM | Core & Main, Inc. | Industrials | 754K | $37.2M | 4.08% |
| 12 | APO | Apollo Global Management, Inc. | Financial Services | 257K | $28.7M | 3.14% |
| 13 | DKS | DICK'S Sporting Goods, Inc. | Consumer Cyclical | 127K | $25.1M | 2.75% |
| 14 | IR | Ingersoll Rand Inc. | Industrials | 308K | $24.7M | 2.71% |
| 15 | TDG | TransDigm Group Incorporated | Industrials | 18K | $20.9M | 2.29% |
Showing 1 to 15 of 29 holdings