13F-HR filed by GOODNOW INVESTMENT GROUP, LLC
GOODNOW INVESTMENT GROUP, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-14, with 25 holding rows worth $711,494,199.
- Accession
- 0000919574-24-001087
- Filer
- CIK 1362255
- Filed
- 2024-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 25 entries on the cover page, a total value of $711,494,199 stated on the cover page (in dollars after the unit check, H1), rows summing to $711,494,199 with VALUE read as dollars as filed, 13F file number 028-11908. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| GODADDY INC CL A | 380237107 | Stock | 935,214 | $99,282,318 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 1,464,528 | $77,532,112 | dollars as filed | |
| TD SYNNEX CORPORATION COM | 87162W100 | Stock | 533,545 | $57,414,777 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 676,716 | $52,337,215 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 458,310 | $42,709,909 | dollars as filed | |
| CREDIT ACCEP CORP MICH | 225310101 | COM | 77,941 | $41,521,509 | dollars as filed | |
| CAE INC COM | 124765108 | Stock | 1,881,201 | $40,615,130 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 773,677 | $39,434,317 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 640,622 | $39,340,597 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 37,157 | $37,588,021 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 68,621 | $30,955,619 | dollars as filed | |
| YELP INC CL A | 985817105 | Stock | 641,660 | $30,376,184 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 357,238 | $22,041,585 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 76,110 | $20,803,146 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 138,230 | $17,752,879 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 92,423 | $16,896,773 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP | 83001A102 | COM | 516,391 | $12,951,086 | dollars as filed | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 296,742 | $9,810,291 | dollars as filed | |
| LITHIA MTRS INC COM | 536797103 | Stock | 21,841 | $7,191,804 | dollars as filed | |
| ETSY INC | 29786A106 | COM | 81,998 | $6,645,938 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 24,820 | $3,207,737 | dollars as filed | |
| APTIV PLC | G6095L109 | SHS | 19,530 | $1,752,232 | dollars as filed | |
| BEACON ROOFING SUPPLY INC | 073685109 | COM | 19,530 | $1,699,501 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,570 | $833,340 | dollars as filed | |
| CARGURUS INC COM CL A | 141788109 | Stock | 33,120 | $800,179 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-24-001087 | this filing | 2024-02-14 | acceptance time not in the bulk data set |