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CIK: 0001362255
Total reported value
$963.7M
$963.7M
26 檔
40.5%
As reported in its official Q1 2024 Form 13F filing, Goodnow Investment Group, LLC's tracked investment portfolio stood at $963.7M with 26 total positions.
During Q1 2024, Goodnow Investment Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 13.97% | -1.71% | -9.62% | |
| 2 | GDDY | Godaddy Inc - Class A | Stock-Tech | 13.17% | -0.03% | -1.13% | |
| 3 | SNX | TD Synnex CORP | Stock-Tech | 7.22% | — | -0.27% | |
| 4 | IR | Ingersoll-rand Inc | Stock-Industrials | 6.39% | -0.48% | -17.09% | |
| 5 | APO | Apollo Global Management Inc | Stock-Financials | 6.12% | -1.69% | -1.09% | |
| 6 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 5.62% | +0.65% | +6.48% | |
| 7 | PYPL | Paypal Holdings Inc | Stock-Financials | 5.08% | — | -1.42% | |
| 8 | CACC | Credit Acceptance CORP | Stock-Other | 4.89% | +1.61% | -5.14% | |
| 9 | ETSY | Etsy Inc | Stock-Consumer Disc | 4.88% | — | +620.94% | |
| 10 | CAE | Cae Inc | Stock-Other | 4.58% | — | -1.64% | |
| 11 | APTV | Aptiv PLC | Stock-Consumer Disc | 4.15% | — | +2121.15% | |
| 12 | TDG | Transdigm Group Inc | Stock-Industrials | 3.24% | +0.54% | -41.04% | |
| 13 | FIS | Fidelity National Info Serv | Stock-Tech | 3.15% | — | — | |
| 14 | YELP | Yelp Inc | Stock-Other | 3.08% | — | +1.36% | |
| 15 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 2.95% | +0.72% | +1.37% | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 2.25% | +0.75% | NEW | |
| 17 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 2.02% | +1.14% | — | |
| 18 | WSC | Willscot Holdings CORP | Stock-Industrials | 1.98% | — | — | |
| 19 | SIXEUR | Six Flags Entertainment CORP | Stock-Other | 1.60% | — | -2.24% | |
| 20 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 1.30% | +1.24% | -1.68% | |
| 21 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.78% | — | -1.10% | |
| 22 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.60% | — | +58.94% | |
| 23 | CARG | Cargurus Inc | Stock-Consumer Disc | 0.38% | +0.13% | +314.57% | |
| 24 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.32% | +1.20% | — | |
| 25 | IT | Gartner Inc | Stock-Tech | 0.17% | -1.03% | EXIT | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.11% | — | -0.64% |
According to official SEC Form 13F filings, Goodnow Investment Group, LLC reported a total U.S. public equity portfolio value of $963.7M across 26 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CVNA, GDDY, SNX) accounted for 40.5% of total reported equity market value during Q1 2024.
During Q1 2024, Goodnow Investment Group, LLC's top holdings by market value included CVNA (14.0%)、GDDY (13.2%)、SNX (7.2%). The largest single position, CVNA, represented 14.0% of total portfolio value.
In Q1 2024, Goodnow Investment Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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