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Size ($ in 1000's)
At 12/31/2023: $711,495
At 09/30/2023: $593,643
Goodnow Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Goodnow Investment Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Goodnow Investment Group LLC top holdings by largest position size, as per the latest 13f filing made by Goodnow Investment Group LLC.
In the Goodnow Investment Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Goodnow Investment Group LLC in that top holding, then the share count change between reporting periods, and finally the Goodnow Investment Group LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| GODADDY INC |
935,214 |
-2,050 |
$99,282 | | GDDY | 935,214 | -2,050 | $99,282 | | CARVANA CO |
1,464,528 |
+23,140 |
$77,532 | | CVNA | 1,464,528 | +23,140 | $77,532 | | TD SYNNEX CORPORATION |
533,545 |
-2,920 |
$57,415 | | SNX | 533,545 | -2,920 | $57,415 | | INGERSOLL RAND INC |
676,716 |
-4,950 |
$52,337 | | IR | 676,716 | -4,950 | $52,337 | | APOLLO GLOBAL MGMT INC |
458,310 |
-1,090 |
$42,710 | | APO | 458,310 | -1,090 | $42,710 | | CREDIT ACCEP CORP MICH |
77,941 |
+11,310 |
$41,522 | | CACC | 77,941 | +11,310 | $41,522 | | CAE INC |
1,881,201 |
-10,440 |
$40,615 | | CAE | 1,881,201 | -10,440 | $40,615 | | TEMPUR SEALY INTL INC |
773,677 |
+250,407 |
$39,434 | | TPX | 773,677 | +250,407 | $39,434 | | PAYPAL HLDGS INC |
640,622 |
-1,500 |
$39,341 | | PYPL | 640,622 | -1,500 | $39,341 | | TRANSDIGM GROUP INC |
37,157 |
-570 |
$37,588 | | TDG | 37,157 | -570 | $37,588 | | GARTNER INC |
68,621 |
-10,971 |
$30,956 | | IT | 68,621 | -10,971 | $30,956 | | YELP INC |
641,660 |
+7,940 |
$30,376 | | YELP | 641,660 | +7,940 | $30,376 | | WAYFAIR INC |
357,238 |
+43,530 |
$22,042 | | W | 357,238 | +43,530 | $22,042 | | ZEBRA TECHNOLOGIES CORPORATI |
76,110 |
UNCH |
$20,803 | | ZBRA | 76,110 | UNCH | $20,803 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
138,230 |
+138,230 |
$17,753 | | ICE | 138,230 | +138,230 | $17,753 | | INSTALLED BLDG PRODS INC |
92,423 |
+20,737 |
$16,897 | | IBP | 92,423 | +20,737 | $16,897 | | SIX FLAGS ENTMT CORP NEW |
516,391 |
-3,880 |
$12,951 | | SIX | 516,391 | -3,880 | $12,951 | | GILDAN ACTIVEWEAR INC |
296,742 |
+1,902 |
$9,810 | | GIL | 296,742 | +1,902 | $9,810 | | LITHIA MTRS INC |
21,841 |
+1,370 |
$7,192 | | LAD | 21,841 | +1,370 | $7,192 | | ETSY INC |
81,998 |
+870 |
$6,646 | | ETSY | 81,998 | +870 | $6,646 | | GENERAC HLDGS INC |
24,820 |
-120 |
$3,208 | | GNRC | 24,820 | -120 | $3,208 | | APTIV PLC |
19,530 |
+19,530 |
$1,752 | | APTV | 19,530 | +19,530 | $1,752 | | BEACON ROOFING SUPPLY INC |
19,530 |
+19,530 |
$1,700 | | BECN | 19,530 | +19,530 | $1,700 | | THERMO FISHER SCIENTIFIC INC |
1,570 |
+1,570 |
$833 | | TMO | 1,570 | +1,570 | $833 |
See Full List: All Stocks Held By Goodnow Investment Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Goodnow Investment Group LLC
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