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| Name: |
GOODNOW INVESTMENT GROUP LLC |
| City: |
DARIEN |
| State: |
CT |
| Zip: |
06820 |
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data |
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| Holdings
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9 |
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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. |
2 |
- |
$87.09 |
$77,532,000 |
1,464,528 |
10.9% |
17,023,000 |
23,140 |
1.252 |
N/A |
|
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CACC |
Credit Acceptance Corporation |
6 |
- |
$492.58 |
$41,522,000 |
77,941 |
5.84% |
10,864,000 |
11,310 |
0.442 |
Credit Services |
|
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TPX |
Tempur-Pedic International |
8 |
- |
$50.01 |
$39,434,000 |
773,677 |
5.54% |
16,755,000 |
250,407 |
0.378 |
Textile Manufacturing |
|
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YELP |
Yelp Inc |
12 |
- |
$40.44 |
$30,376,000 |
641,660 |
4.27% |
4,020,000 |
7,940 |
0.867 |
Internet Service Prov... |
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W |
Wayfair Inc. |
13 |
- |
$50.53 |
$22,042,000 |
357,238 |
3.1% |
3,041,000 |
43,530 |
0.344 |
N/A |
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IBP |
Installed Building Products... |
16 |
- |
$240.55 |
$16,897,000 |
92,423 |
2.37% |
7,944,000 |
20,737 |
0.31 |
N/A |
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GIL |
Gildan Activewear Inc (USA) |
18 |
- |
$34.59 |
$9,810,000 |
296,742 |
1.38% |
1,552,000 |
1,902 |
0.15 |
Textile - Apparel Clo... |
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LAD |
Lithia Motors Inc |
19 |
- |
$254.16 |
$7,192,000 |
21,841 |
1.01% |
1,146,000 |
1,370 |
0.072 |
Auto Dealerships |
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ETSY |
Etsy Inc |
20 |
- |
$69.74 |
$6,646,000 |
81,998 |
0.93% |
1,407,000 |
870 |
0.065 |
N/A |
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