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CIK: 0001362255
Total reported value
$963.7M
$963.7M
23 檔
44.6%
In Q2 2024, Goodnow Investment Group, LLC's U.S. equity holdings reached a combined market value of $963.7M, distributed across 23 disclosed stock positions.
During Q2 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 | 16.45% | -1.71% | -16.58% | |
| 2 | GDDY | Godaddy Inc - Class A | Stock-Tech | 14.69% | -0.03% | -1.75% | |
| 3 | SNX | TD Synnex CORP | Stock-Tech | 8.04% | — | +13.16% | |
| 4 | APO | Apollo Global Management Inc | Stock-Financials | 5.30% | -1.69% | -14.43% | |
| 5 | IR | Ingersoll-rand Inc | Stock-Industrials | 5.30% | -0.48% | -10.14% | |
| 6 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 5.16% | +1.20% | +1426.51% | |
| 7 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 5.09% | +1.14% | +185.25% | |
| 8 | CACC | Credit Acceptance CORP | Stock-Other | 4.68% | +1.61% | +6.22% | |
| 9 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 4.64% | +0.65% | +2.81% | |
| 10 | APTV | Aptiv PLC | Stock-Consumer Disc | 4.19% | — | +18.66% | |
| 11 | PYPL | Paypal Holdings Inc | Stock-Financials | 4.16% | — | -1.99% | |
| 12 | ETSY | Etsy Inc | Stock-Consumer Disc | 3.96% | — | -1.84% | |
| 13 | TDG | Transdigm Group Inc | Stock-Industrials | 3.12% | +0.54% | -3.61% | |
| 14 | YELP | Yelp Inc | Stock-Other | 2.79% | — | +0.24% | |
| 15 | WSC | Willscot Holdings CORP | Stock-Industrials | 2.53% | — | +63.57% | |
| 16 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 2.37% | +0.72% | +7.16% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 2.12% | +0.75% | NEW | |
| 18 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 1.62% | +1.24% | +26.89% | |
| 19 | FIS | Fidelity National Info Serv | Stock-Tech | 1.52% | — | -50.69% | |
| 20 | CAE | Cae Inc | Stock-Other | 1.14% | — | -71.29% | |
| 21 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.59% | — | -1.83% | |
| 22 | CARG | Cargurus Inc | Stock-Consumer Disc | 0.41% | +0.13% | -1.46% | |
| 23 | PNSTQ | Pinstripes Holdings Inc | Stock-Other | 0.13% | — | — |
According to official SEC Form 13F filings, Goodnow Investment Group, LLC reported a total U.S. public equity portfolio value of $963.7M across 23 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CVNA, GDDY, SNX) accounted for 44.6% of total reported equity market value during Q2 2024.
During Q2 2024, Goodnow Investment Group, LLC's top holdings by market value included CVNA (16.4%)、GDDY (14.7%)、SNX (8.0%). The largest single position, CVNA, represented 16.4% of total portfolio value.
In Q2 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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