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  Name: GOODNOW INVESTMENT GROUP LLC
  City: DARIEN
  State: CT
  Zip: 06820
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $711,495,000
  Total Value Change : $117,852,000
  Securities Held Change : 3
   
All Securities Held : 25
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 9
  Unchanged Positions : 1
  Decreased Positions : 11

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Holdings Found : 11     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (GDDY)1 Year Chart         GDDY Godaddy Inc. 1 - $122.29 $99,282,000 935,214 13.95% 29,475,000 -2,050 0.561    N/A
   (SNX)1 Year Chart         SNX Synnex Corp 3 - $115.20 $57,415,000 533,545 8.07% 3,844,000 -2,920 0.556    Technical & System So...
   (IR)1 Year Chart         IR Ingersoll Rand Inc 4 - $93.00 $52,337,000 676,716 7.36% 8,901,000 -4,950 0.162    N/A
   (APO)1 Year Chart         APO Apollo Global Management LLC 5 - $107.77 $42,710,000 458,310 6% 1,474,000 -1,090 0.076    Diversified Investments
   (CAE)1 Year Chart         CAE CAE Inc (USA) 7 - $19.73 $40,615,000 1,881,201 5.71% -3,555,000 -10,440 0.708    Aerospace/Defense Pro...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 9 - $66.14 $39,341,000 640,622 5.53% 1,803,000 -1,500 0.055    N/A
   (TDG)1 Year Chart         TDG Transdigm Group Inc 10 - $1,249.32 $37,588,000 37,157 5.28% 5,779,000 -570 0.068    Aerospace/Defense Pro...
   (IT)1 Year Chart         IT Gartner Inc 11 - $422.39 $30,956,000 68,621 4.35% 3,607,000 -10,971 0.077    Management Services
   (SIX)1 Year Chart         SIX Six Flags Inc 17 - $23.53 $12,951,000 516,391 1.82% 719,000 -3,880 0.605    Sporting and Park Ent...
   (GNRC)1 Year Chart         GNRC Generac Holdings Inc. 21 - $127.63 $3,208,000 24,820 0.45% 491,000 -120 0.039    Electronic Equipment
   (CARG)1 Year Chart         CARG Cargurus, Inc. 25 - $22.32 $800,000 33,120 0.11% 218,000 -90 0.032    N/A

      11 Records Found
  1    
Page 1 of 1
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