Latest GOODNOW INVESTMENT GROUP, LLC Stock Portfolio
$833Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About GOODNOW INVESTMENT GROUP, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, GOODNOW INVESTMENT GROUP, LLC reported an equity portfolio of $833.1 Millions as of 31 Mar, 2024.
The top stock holdings of GOODNOW INVESTMENT GROUP, LLC are CVNA, GDDY, SNX. The fund has invested 14% of it's portfolio in CARVANA CO and 13.2% of portfolio in GODADDY INC.
The fund managers got completely rid off ZEBRA TECHNOLOGIES CORPORATI (ZBRA), INSTALLED BLDG PRODS INC (IBP) and BEACON ROOFING SUPPLY INC (BECN) stocks. They significantly reduced their stock positions in GARTNER INC (IT), TRANSDIGM GROUP INC (TDG) and INGERSOLL RAND INC (IR). GOODNOW INVESTMENT GROUP, LLC opened new stock positions in FIDELITY NATL INFORMATION SV (FIS), EXPEDIA GROUP INC (EXPE) and WILLSCOT MOBIL MINI HLDNG CO (WSC). The fund showed a lot of confidence in some stocks as they added substantially to APTIV PLC (APTV), ETSY INC (ETSY) and CARGURUS INC (CARG).
The top stock holdings of GOODNOW INVESTMENT GROUP, LLC are CVNA, GDDY, SNX. The fund has invested 14% of it's portfolio in CARVANA CO and 13.2% of portfolio in GODADDY INC.
The fund managers got completely rid off ZEBRA TECHNOLOGIES CORPORATI (ZBRA), INSTALLED BLDG PRODS INC (IBP) and BEACON ROOFING SUPPLY INC (BECN) stocks. They significantly reduced their stock positions in GARTNER INC (IT), TRANSDIGM GROUP INC (TDG) and INGERSOLL RAND INC (IR). GOODNOW INVESTMENT GROUP, LLC opened new stock positions in FIDELITY NATL INFORMATION SV (FIS), EXPEDIA GROUP INC (EXPE) and WILLSCOT MOBIL MINI HLDNG CO (WSC). The fund showed a lot of confidence in some stocks as they added substantially to APTIV PLC (APTV), ETSY INC (ETSY) and CARGURUS INC (CARG).
New Buys
| Ticker | $ Bought |
|---|---|
| FIDELITY NATL INFORMATION SV | 26,205,600 |
| EXPEDIA GROUP INC | 16,846,800 |
| WILLSCOT MOBIL MINI HLDNG CO | 16,534,900 |
| SHIFT4 PMTS INC | 2,630,250 |
New stocks bought by GOODNOW INVESTMENT GROUP, LLC
Additions
| Ticker | % Inc. |
|---|---|
| APTIV PLC | 2,121 |
| ETSY INC | 620 |
| CARGURUS INC | 314 |
| GENERAC HLDGS INC | 58.94 |
| TEMPUR SEALY INTL INC | 6.48 |
| WAYFAIR INC | 1.37 |
| YELP INC | 1.36 |
Additions to existing portfolio by GOODNOW INVESTMENT GROUP, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| GARTNER INC | -95.55 |
| TRANSDIGM GROUP INC | -41.04 |
| INGERSOLL RAND INC | -17.09 |
| CARVANA CO | -9.62 |
| CREDIT ACCEP CORP MICH | -5.14 |
| SIX FLAGS ENTMT CORP NEW | -2.24 |
| GILDAN ACTIVEWEAR INC | -1.68 |
| CAE INC | -1.64 |
GOODNOW INVESTMENT GROUP, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INSTALLED BLDG PRODS INC | -16,896,800 |
| ZEBRA TECHNOLOGIES CORPORATI | -20,803,100 |
| BEACON ROOFING SUPPLY INC | -1,699,500 |
GOODNOW INVESTMENT GROUP, LLC got rid off the above stocks
Current Stock Holdings of GOODNOW INVESTMENT GROUP, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| APTV | APTIV PLC | 4.15 | 433,790 | 34,551,400 | ADDED | 2,121 | |
| BECN | BEACON ROOFING SUPPLY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CACC | CREDIT ACCEP CORP MICH | 4.89 | 73,931 | 40,776,600 | REDUCED | -5.14 | |
| CAE | CAE INC | 4.58 | 1,850,310 | 38,190,400 | REDUCED | -1.64 | |
| CARG | CARGURUS INC | 0.38 | 137,306 | 3,169,020 | ADDED | 314 | |
| CVNA | CARVANA CO | 13.97 | 1,323,680 | 116,365,000 | REDUCED | -9.62 | |
| ETSY | ETSY INC | 4.88 | 591,158 | 40,624,400 | ADDED | 620 | |
| EXPE | EXPEDIA GROUP INC | 2.02 | 122,300 | 16,846,800 | NEW | ||
| FIS | FIDELITY NATL INFORMATION SV | 3.15 | 353,270 | 26,205,600 | NEW | ||
| FOUR | SHIFT4 PMTS INC | 0.32 | 39,810 | 2,630,250 | NEW | ||
| GDDY | GODADDY INC | 13.17 | 924,614 | 109,733,000 | REDUCED | -1.13 | |
| GIL | GILDAN ACTIVEWEAR INC | 1.30 | 291,762 | 10,833,100 | REDUCED | -1.68 | |
| GNRC | GENERAC HLDGS INC | 0.60 | 39,450 | 4,976,220 | ADDED | 58.94 | |
| IBP | INSTALLED BLDG PRODS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2.25 | 136,340 | 18,737,200 | REDUCED | -1.37 | |
| IR | INGERSOLL RAND INC | 6.39 | 561,056 | 53,272,300 | REDUCED | -17.09 | |
| IT | GARTNER INC | 0.17 | 3,052 | 1,454,800 | REDUCED | -95.55 | |
| LAD | LITHIA MTRS INC | 0.78 | 21,601 | 6,498,880 | REDUCED | -1.1 | |
| PYPL | PAYPAL HLDGS INC | 5.08 | 631,512 | 42,305,000 | REDUCED | -1.42 | |
| SIX | SIX FLAGS ENTMT CORP NEW | 1.59 | 504,841 | 13,287,400 | REDUCED | -2.24 | |
| SNX | TD SYNNEX CORPORATION | 7.22 | 532,096 | 60,180,100 | REDUCED | -0.27 | |
| TDG | TRANSDIGM GROUP INC | 3.24 | 21,907 | 26,980,700 | REDUCED | -41.04 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.11 | 1,560 | 906,688 | REDUCED | -0.64 | |
| TPX | TEMPUR SEALY INTL INC | 5.62 | 823,837 | 46,810,400 | ADDED | 6.48 | |
| W | WAYFAIR INC | 2.95 | 362,118 | 24,580,600 | ADDED | 1.37 | |
| WSC | WILLSCOT MOBIL MINI HLDNG CO | 1.99 | 355,590 | 16,534,900 | NEW | ||
| YELP | YELP INC | 3.08 | 650,410 | 25,626,200 | ADDED | 1.36 | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| APOLLO GLOBAL MGMT INC | 6.12 | 453,320 | 50,975,800 | REDUCED | -1.09 |