News + Filings Transactions Holdings
|
|
GOODNOW INVESTMENT GROUP, LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
Triton International Ltd
| TRTN | STOCK | 1,937,422 | -183,875 | 133,255,885,000 | 133,139,786,000 | 21.36 | |
Hist
| 12/31/2022 |
|
ETSY INC
| ETSY | Common | 701,779 | -11,063 | 84,059,089,000 | 83,987,712,000 | 13.48 | 0.56 |
Hist
| 12/31/2022 |
|
GoDaddy Inc.
| GDDY | CL A | 868,514 | -27,000 | 64,982,217,000 | 64,918,743,000 | 10.42 | |
Hist
| 12/31/2022 |
|
TD SYNNEX CORP
| SNX | COM | 670,445 | -19,650 | 63,497,846,000 | 63,441,817,000 | 10.18 | 0.70 |
Hist
| 12/31/2022 |
|
ZEBRA TECHNOLOGIES CORP
| ZBRA | Common | 168,633 | 10,000 | 43,239,188,000 | 43,197,625,000 | 6.93 | |
Hist
| 12/31/2022 |
|
PayPal Holdings, Inc.
| PYPL | COM | 521,472 | 73,670 | 37,139,236,000 | 37,100,694,000 | 5.95 | 0.05 |
Hist
| 12/31/2022 |
|
GARTNER INC
| IT | Common | 109,502 | -38,200 | 36,808,002,000 | 36,767,134,000 | 5.90 | 0.14 |
Hist
| 12/31/2022 |
|
CASCADE CORP
| CAE | Common | 1,892,801 | -55,270 | 36,606,771,000 | 36,576,907,000 | 5.87 | |
Hist
| 12/31/2022 |
|
Ingersoll Rand Inc.
| IR | Common Stock | 613,746 | -17,860 | 32,068,229,000 | 32,040,906,000 | 5.14 | 0.15 |
Hist
| 12/31/2022 |
|
TransDigm Group INC
| TDG | Common | 43,647 | -1,200 | 27,482,334,000 | 27,458,797,000 | 4.41 | 0.08 |
Hist
| 12/31/2022 |
|
Sensata Technologies Holding plc
| ST | COMMON STOCK | 627,030 | -17,780 | 25,319,471,000 | 25,295,432,000 | 4.06 | 0.40 |
Hist
| 12/31/2022 |
|
YELP INC
| YELP | Common | 589,700 | -18,940 | 16,122,398,000 | 16,101,759,000 | 2.58 | |
Hist
| 12/31/2022 |
|
Installed Building Products, Inc.
| IBP | COM | 72,196 | 21,950 | 6,179,978,000 | 6,175,909,000 | 0.99 | 0.25 |
Hist
| 12/31/2022 |
|
Wayfair Inc.
| W | Common | 155,078 | -45,700 | 5,100,515,000 | 5,093,980,000 | 0.82 | |
Hist
| 12/31/2022 |
|
CARVANA CO.
| CVNA | Common | 1,013,978 | -139,000 | 4,806,256,000 | 4,782,851,000 | 0.77 | |
Hist
| 12/31/2022 |
|
CREDIT ACCEPTANCE CORP
| CACC | Common | 8,665 | 4,551 | 4,110,676,000 | 4,108,874,000 | 0.66 | 0.07 |
Hist
| 12/31/2022 |
|
CELANESE AG
| CE | Common | 29,350 | 29,350 | 3,000,744,000 | 3,000,744,000 | 0.48 | |
Hist
| 12/31/2022 |
|
LGI Homes, Inc.
| LGIH | COM | 0 | -67,574 | 0 | -5,498,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
|
|
|
|