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| Name: |
GOODNOW INVESTMENT GROUP LLC |
| City: |
DARIEN |
| State: |
CT |
| Zip: |
06820 |
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| Holdings
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29 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CVNA |
Carvana Co. |
1 |
- |
$109.15 |
$116,365,000 |
1,323,684 |
13.97% |
38,833,000 |
-140,844 |
1.08 |
N/A |
|
|
GDDY |
Godaddy Inc. |
2 |
- |
$140.14 |
$109,733,000 |
924,614 |
13.17% |
10,451,000 |
-10,600 |
0.554 |
N/A |
|
|
SNX |
Synnex Corp |
3 |
- |
$130.25 |
$60,180,000 |
532,096 |
7.22% |
2,765,000 |
-1,449 |
0.554 |
Technical & System So... |
|
|
IR |
Ingersoll Rand Inc |
4 |
- |
$95.50 |
$53,272,000 |
561,056 |
6.39% |
935,000 |
-115,660 |
0.134 |
N/A |
|
|
APO |
Apollo Global Management LLC |
5 |
- |
$115.52 |
$50,976,000 |
453,320 |
6.12% |
8,266,000 |
-4,990 |
0.076 |
Diversified Investments |
|
|
TPX |
Tempur-Pedic International |
6 |
- |
$49.85 |
$46,810,000 |
823,837 |
5.62% |
7,376,000 |
50,160 |
0.402 |
Textile Manufacturing |
|
|
PYPL |
Paypal Holdings, Inc. |
7 |
- |
$61.64 |
$42,305,000 |
631,512 |
5.08% |
2,964,000 |
-9,110 |
0.054 |
N/A |
|
|
CACC |
Credit Acceptance Corporation |
8 |
- |
$481.29 |
$40,777,000 |
73,931 |
4.89% |
-745,000 |
-4,010 |
0.419 |
Credit Services |
|
|
ETSY |
Etsy Inc |
9 |
- |
$60.62 |
$40,624,000 |
591,158 |
4.88% |
33,978,000 |
509,160 |
0.467 |
N/A |
|
|
CAE |
CAE Inc (USA) |
10 |
- |
$18.65 |
$38,190,000 |
1,850,311 |
4.58% |
-2,425,000 |
-30,890 |
0.696 |
Aerospace/Defense Pro... |
|
|
APTV |
Aptiv PLC |
11 |
- |
$74.95 |
$34,551,000 |
433,790 |
4.15% |
32,799,000 |
414,260 |
0.161 |
Auto Parts |
|
|
TDG |
Transdigm Group Inc |
12 |
- |
$1,350.31 |
$26,981,000 |
21,907 |
3.24% |
-10,607,000 |
-15,250 |
0.04 |
Aerospace/Defense Pro... |
|
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FIS |
Fidelity National Information |
13 |
New |
$77.79 |
$26,206,000 |
353,270 |
3.15% |
26,206,000 |
353,270 |
0.057 |
Business Services |
|
|
YELP |
Yelp Inc |
14 |
- |
$36.38 |
$25,626,000 |
650,410 |
3.08% |
-4,750,000 |
8,750 |
0.879 |
Internet Service Prov... |
|
|
W |
Wayfair Inc. |
15 |
- |
$61.18 |
$24,581,000 |
362,118 |
2.95% |
2,539,000 |
4,880 |
0.314 |
N/A |
|
|
ICE |
Intercontinental Exchange Inc |
16 |
- |
$136.34 |
$18,737,000 |
136,340 |
2.25% |
984,000 |
-1,890 |
0.024 |
Business Services |
|
|
EXPE |
Expedia Inc |
17 |
New |
$110.31 |
$16,847,000 |
122,300 |
2.02% |
16,847,000 |
122,300 |
0.081 |
Internet Service Prov... |
|
|
WSC |
Willscot Mobile Mini Holdin... |
18 |
New |
$39.27 |
$16,535,000 |
355,590 |
1.98% |
16,535,000 |
355,590 |
0.156 |
N/A |
|
|
SIX |
Six Flags Inc |
19 |
- |
$26.17 |
$13,287,000 |
504,841 |
1.59% |
336,000 |
-11,550 |
0.591 |
Sporting and Park Ent... |
|
|
GIL |
Gildan Activewear Inc (USA) |
20 |
- |
$37.62 |
$10,833,000 |
291,762 |
1.3% |
1,023,000 |
-4,980 |
0.147 |
Textile - Apparel Clo... |
|
|
LAD |
Lithia Motors Inc |
21 |
- |
$256.34 |
$6,499,000 |
21,601 |
0.78% |
-693,000 |
-240 |
0.071 |
Auto Dealerships |
|
|
GNRC |
Generac Holdings Inc. |
22 |
- |
$148.66 |
$4,976,000 |
39,450 |
0.6% |
1,768,000 |
14,630 |
0.063 |
Electronic Equipment |
|
|
CARG |
Cargurus, Inc. |
23 |
- |
$23.93 |
$3,169,000 |
137,306 |
0.38% |
2,369,000 |
104,186 |
0.133 |
N/A |
|
|
FOUR |
Shift4 Payments, Inc. |
24 |
New |
$68.29 |
$2,630,000 |
39,810 |
0.32% |
2,630,000 |
39,810 |
0.065 |
N/A |
|
|
IT |
Gartner Inc |
25 |
- |
$439.04 |
$1,455,000 |
3,052 |
0.17% |
-29,501,000 |
-65,569 |
0.003 |
Management Services |
|
|
TMO |
Thermo Fisher Scientific |
26 |
- |
$584.05 |
$907,000 |
1,560 |
0.11% |
74,000 |
-10 |
0 |
Medical Laboratories ... |
|
|
BECN |
Beacon Roofing Supply Inc |
29 |
Closed |
$97.22 |
$0 |
0 |
0% |
-1,700,000 |
-19,530 |
0 |
Building Materials Wh... |
|
|
IBP |
Installed Building Products... |
27 |
Closed |
$212.29 |
$0 |
0 |
0% |
-16,897,000 |
-92,423 |
0 |
N/A |
|
|
ZBRA |
Zebra Technologies Corp |
28 |
Closed |
$297.21 |
$0 |
0 |
0% |
-20,803,000 |
-76,110 |
0 |
Computer Peripherals |
|
