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GOODNOW INVESTMENT GROUP, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
CARVANA CO. CVNACommon1,013,978-139,0004,806,256,0004,782,851,0000.77  Hist 12/31/2022
Wayfair Inc. WCommon155,078-45,7005,100,515,0005,093,980,0000.82  Hist 12/31/2022
YELP INC YELPCommon589,700-18,94016,122,398,00016,101,759,0002.58  Hist 12/31/2022
Sensata Technologies Holding plc STCOMMON STOCK627,030-17,78025,319,471,00025,295,432,0004.060.40 Hist 12/31/2022
TransDigm Group INC TDGCommon43,647-1,20027,482,334,00027,458,797,0004.410.08 Hist 12/31/2022
Ingersoll Rand Inc. IRCommon Stock613,746-17,86032,068,229,00032,040,906,0005.140.15 Hist 12/31/2022
CASCADE CORP CAECommon1,892,801-55,27036,606,771,00036,576,907,0005.87  Hist 12/31/2022
GARTNER INC ITCommon109,502-38,20036,808,002,00036,767,134,0005.900.14 Hist 12/31/2022
TD SYNNEX CORP SNXCOM670,445-19,65063,497,846,00063,441,817,00010.180.70 Hist 12/31/2022
GoDaddy Inc. GDDYCL A868,514-27,00064,982,217,00064,918,743,00010.42  Hist 12/31/2022
ETSY INC ETSYCommon701,779-11,06384,059,089,00083,987,712,00013.480.56 Hist 12/31/2022
Triton International Ltd TRTNSTOCK1,937,422-183,875133,255,885,000133,139,786,00021.36  Hist 12/31/2022
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