Holdings Channel
EntityShares/Amount
Change
Position Value
Change
ICE +138,230+$17,753
APTV +19,530+$1,752
BECN +19,530+$1,700
TMO +1,570+$833
EntityShares/Amount
Change
Position Value
Change
ST -621,220-$23,495
EntityShares/Amount
Change
Position Value
Change
TPX +250,407+$16,755
W +43,530+$3,041
CVNA +23,140+$17,023
IBP +20,737+$7,944
CACC +11,310+$10,864
YELP +7,940+$4,020
GIL +1,902+$1,552
LAD +1,370+$1,146
ETSY +870+$1,407
ZBRA UNCH+$2,801
EntityShares/Amount
Change
Position Value
Change
IT -10,971+$3,607
CAE -10,440-$3,555
IR -4,950+$8,901
SIX -3,880+$719
SNX -2,920+$3,844
GDDY -2,050+$29,475
PYPL -1,500+$1,803
APO -1,090+$1,474
TDG -570+$5,779
Size ($ 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

All Stocks Held By Goodnow Investment Group LLC
As of  12/31/2023, we find all stocks held by Goodnow Investment Group LLC to be as follows, presented in the table below with each row detailing each Goodnow Investment Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Goodnow Investment Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Goodnow Investment Group LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
GODADDY INC 935,214 -2,050 $99,282
     GDDY935,214-2,050$99,282
CARVANA CO 1,464,528 +23,140 $77,532
     CVNA1,464,528+23,140$77,532
TD SYNNEX CORPORATION 533,545 -2,920 $57,415
     SNX533,545-2,920$57,415
INGERSOLL RAND INC 676,716 -4,950 $52,337
     IR676,716-4,950$52,337
APOLLO GLOBAL MGMT INC 458,310 -1,090 $42,710
     APO458,310-1,090$42,710
CREDIT ACCEP CORP MICH 77,941 +11,310 $41,522
     CACC77,941+11,310$41,522
CAE INC 1,881,201 -10,440 $40,615
     CAE1,881,201-10,440$40,615
TEMPUR SEALY INTL INC 773,677 +250,407 $39,434
     TPX773,677+250,407$39,434
PAYPAL HLDGS INC 640,622 -1,500 $39,341
     PYPL640,622-1,500$39,341
TRANSDIGM GROUP INC 37,157 -570 $37,588
     TDG37,157-570$37,588
GARTNER INC 68,621 -10,971 $30,956
     IT68,621-10,971$30,956
YELP INC 641,660 +7,940 $30,376
     YELP641,660+7,940$30,376
WAYFAIR INC 357,238 +43,530 $22,042
     W357,238+43,530$22,042
ZEBRA TECHNOLOGIES CORPORATI 76,110 UNCH $20,803
     ZBRA76,110UNCH$20,803
INTERCONTINENTAL EXCHANGE IN (ICE) 138,230 +138,230 $17,753
     ICE138,230+138,230$17,753
INSTALLED BLDG PRODS INC 92,423 +20,737 $16,897
     IBP92,423+20,737$16,897
SIX FLAGS ENTMT CORP NEW 516,391 -3,880 $12,951
     SIX516,391-3,880$12,951
GILDAN ACTIVEWEAR INC 296,742 +1,902 $9,810
     GIL296,742+1,902$9,810
LITHIA MTRS INC 21,841 +1,370 $7,192
     LAD21,841+1,370$7,192
ETSY INC 81,998 +870 $6,646
     ETSY81,998+870$6,646
GENERAC HLDGS INC 24,820 -120 $3,208
     GNRC24,820-120$3,208
APTIV PLC 19,530 +19,530 $1,752
     APTV19,530+19,530$1,752
BEACON ROOFING SUPPLY INC 19,530 +19,530 $1,700
     BECN19,530+19,530$1,700
THERMO FISHER SCIENTIFIC INC 1,570 +1,570 $833
     TMO1,570+1,570$833
CARGURUS INC 33,120 -90 $800
     CARG33,120-90$800
SENSATA TECHNOLOGIES HLDG PL 0 -621,220 $0 (exited)
     ST0-621,220$0

See Summary: Goodnow Investment Group LLC Top Holdings
See Details: Top 10 Stocks Held By Goodnow Investment Group LLC

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