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Entity | Shares/Amount Change | Position Value Change |
ICE |
+138,230 | +$17,753 | APTV |
+19,530 | +$1,752 | BECN |
+19,530 | +$1,700 | TMO |
+1,570 | +$833 |
Entity | Shares/Amount Change | Position Value Change |
ST |
-621,220 | -$23,495 |
Entity | Shares/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 |
Entity | Shares/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: $593,643
Goodnow Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Goodnow Investment Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Goodnow Investment Group LLC to be as follows, presented in the
table below with each row detailing each Goodnow Investment Group LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Goodnow Investment Group LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Goodnow Investment Group LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | CARGURUS INC |
33,120 |
-90 |
$800 | CARG | 33,120 | -90 | $800 | SENSATA TECHNOLOGIES HLDG PL |
0 |
-621,220 |
$0 (exited) | ST | 0 | -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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