Latest GOODNOW INVESTMENT GROUP, LLC Stock Portfolio
$711Million
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $711.5 Millions as of 31 Dec, 2023.
The top stock holdings of GOODNOW INVESTMENT GROUP, LLC are GDDY, CVNA, SNX. The fund has invested 13.9% of it's portfolio in GODADDY INC and 10.9% of portfolio in CARVANA CO.
The fund managers got completely rid off SENSATA TECHNOLOGIES HLDG PL (ST) stocks. They significantly reduced their stock positions in GARTNER INC (IT), TRANSDIGM GROUP INC (TDG) and SIX FLAGS ENTMT CORP NEW (SIX). GOODNOW INVESTMENT GROUP, LLC opened new stock positions in INTERCONTINENTAL EXCHANGE IN (ICE), APTIV PLC (APTV) and BEACON ROOFING SUPPLY INC (BECN). The fund showed a lot of confidence in some stocks as they added substantially to TEMPUR SEALY INTL INC (TPX), INSTALLED BLDG PRODS INC (IBP) and CREDIT ACCEP CORP MICH (CACC).
The top stock holdings of GOODNOW INVESTMENT GROUP, LLC are GDDY, CVNA, SNX. The fund has invested 13.9% of it's portfolio in GODADDY INC and 10.9% of portfolio in CARVANA CO.
The fund managers got completely rid off SENSATA TECHNOLOGIES HLDG PL (ST) stocks. They significantly reduced their stock positions in GARTNER INC (IT), TRANSDIGM GROUP INC (TDG) and SIX FLAGS ENTMT CORP NEW (SIX). GOODNOW INVESTMENT GROUP, LLC opened new stock positions in INTERCONTINENTAL EXCHANGE IN (ICE), APTIV PLC (APTV) and BEACON ROOFING SUPPLY INC (BECN). The fund showed a lot of confidence in some stocks as they added substantially to TEMPUR SEALY INTL INC (TPX), INSTALLED BLDG PRODS INC (IBP) and CREDIT ACCEP CORP MICH (CACC).
New Buys
| Ticker | $ Bought |
|---|---|
| INTERCONTINENTAL EXCHANGE IN | 17,752,900 |
| APTIV PLC | 1,752,230 |
| BEACON ROOFING SUPPLY INC | 1,699,500 |
| THERMO FISHER SCIENTIFIC INC | 833,340 |
New stocks bought by GOODNOW INVESTMENT GROUP, LLC
Additions
| Ticker | % Inc. |
|---|---|
| TEMPUR SEALY INTL INC | 47.85 |
| INSTALLED BLDG PRODS INC | 28.93 |
| CREDIT ACCEP CORP MICH | 16.97 |
| WAYFAIR INC | 13.88 |
| LITHIA MTRS INC | 6.69 |
| CARVANA CO | 1.61 |
| YELP INC | 1.25 |
| ETSY INC | 1.07 |
Additions to existing portfolio by GOODNOW INVESTMENT GROUP, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| GARTNER INC | -13.78 |
| TRANSDIGM GROUP INC | -1.51 |
| SIX FLAGS ENTMT CORP NEW | -0.75 |
| INGERSOLL RAND INC | -0.73 |
| CAE INC | -0.55 |
| TD SYNNEX CORPORATION | -0.54 |
| GENERAC HLDGS INC | -0.48 |
| CARGURUS INC | -0.27 |
GOODNOW INVESTMENT GROUP, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SENSATA TECHNOLOGIES HLDG PL | -23,494,500 |
GOODNOW INVESTMENT GROUP, LLC got rid off the above stocks
Current Stock Holdings of GOODNOW INVESTMENT GROUP, LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| APTV | APTIV PLC | 0.25 | 19,530 | 1,752,230 | NEW | ||
| BECN | BEACON ROOFING SUPPLY INC | 0.24 | 19,530 | 1,699,500 | NEW | ||
| CACC | CREDIT ACCEP CORP MICH | 5.84 | 77,941 | 41,521,500 | ADDED | 16.97 | |
| CAE | CAE INC | 5.71 | 1,881,200 | 40,615,100 | REDUCED | -0.55 | |
| CARG | CARGURUS INC | 0.11 | 33,120 | 800,179 | REDUCED | -0.27 | |
| CVNA | CARVANA CO | 10.90 | 1,464,530 | 77,532,100 | ADDED | 1.61 | |
| ETSY | ETSY INC | 0.93 | 81,998 | 6,645,940 | ADDED | 1.07 | |
| GDDY | GODADDY INC | 13.95 | 935,214 | 99,282,300 | REDUCED | -0.22 | |
| GIL | GILDAN ACTIVEWEAR INC | 1.38 | 296,742 | 9,810,290 | ADDED | 0.65 | |
| GNRC | GENERAC HLDGS INC | 0.45 | 24,820 | 3,207,740 | REDUCED | -0.48 | |
| IBP | INSTALLED BLDG PRODS INC | 2.38 | 92,423 | 16,896,800 | ADDED | 28.93 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2.50 | 138,230 | 17,752,900 | NEW | ||
| IR | INGERSOLL RAND INC | 7.36 | 676,716 | 52,337,200 | REDUCED | -0.73 | |
| IT | GARTNER INC | 4.35 | 68,621 | 30,955,600 | REDUCED | -13.78 | |
| LAD | LITHIA MTRS INC | 1.01 | 21,841 | 7,191,800 | ADDED | 6.69 | |
| PYPL | PAYPAL HLDGS INC | 5.53 | 640,622 | 39,340,600 | REDUCED | -0.23 | |
| SIX | SIX FLAGS ENTMT CORP NEW | 1.82 | 516,391 | 12,951,100 | REDUCED | -0.75 | |
| SNX | TD SYNNEX CORPORATION | 8.07 | 533,545 | 57,414,800 | REDUCED | -0.54 | |
| ST | SENSATA TECHNOLOGIES HLDG PL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TDG | TRANSDIGM GROUP INC | 5.28 | 37,157 | 37,588,000 | REDUCED | -1.51 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.12 | 1,570 | 833,340 | NEW | ||
| TPX | TEMPUR SEALY INTL INC | 5.54 | 773,677 | 39,434,300 | ADDED | 47.85 | |
| W | WAYFAIR INC | 3.10 | 357,238 | 22,041,600 | ADDED | 13.88 | |
| YELP | YELP INC | 4.27 | 641,660 | 30,376,200 | ADDED | 1.25 | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 2.92 | 76,110 | 20,803,100 | UNCHANGED | 0.00 | |
| APOLLO GLOBAL MGMT INC | 6.00 | 458,310 | 42,709,900 | REDUCED | -0.24 |