Goodnow Investment Group, LLC Top Holdings and 13F Report (2024) About Goodnow Investment Group, LLCInvestment ActivityGoodnow Investment Group, LLC has $942.94 million in total holdings as of September 30, 2024.Goodnow Investment Group, LLC owns shares of 24 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.24% of the portfolio was purchased this quarter.About 8.99% of the portfolio was sold this quarter.This quarter, Goodnow Investment Group, LLC has purchased 23 new stocks and bought additional shares in 9 stocks.Goodnow Investment Group, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Carvana $153,214,537GoDaddy $132,761,931TD SYNNEX $72,112,363Shift4 Payments $60,315,513PayPal $57,514,508 Largest New Holdings this Quarter Blend Labs $9,297,968 HoldingBeacon Roofing Supply $1,706,128 Holding Largest Purchases this Quarter Blend Labs 2,479,458 shares (about $9.30M)PayPal 118,130 shares (about $9.22M)Aptiv 97,940 shares (about $7.05M)Shift4 Payments 73,060 shares (about $6.47M)Expedia Group 36,410 shares (about $5.39M) Largest Sales this Quarter Carvana 224,270 shares (about $39.05M)Ingersoll Rand 136,200 shares (about $13.37M)GoDaddy 61,600 shares (about $9.66M)Etsy 100,720 shares (about $5.59M)CAE 173,450 shares (about $3.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoodnow Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVNACarvana$153,214,537$39,047,650 ▼-20.3%879,98716.2%Retail/WholesaleGDDYGoDaddy$132,761,931$9,657,648 ▼-6.8%846,80414.1%Computer and TechnologySNXTD SYNNEX$72,112,363$192,128 ▼-0.3%600,5367.6%Computer and TechnologyFOURShift4 Payments$60,315,513$6,473,116 ▲12.0%680,7626.4%Business ServicesPYPLPayPal$57,514,508$9,217,684 ▲19.1%737,0826.1%Computer and TechnologyEXPEExpedia Group$57,027,665$5,389,408 ▲10.4%385,2706.0%Retail/WholesaleAPOApollo Global Management$48,381,390$72,448 ▼-0.1%387,3305.1%FinanceTPXTempur Sealy International$46,148,302$98,826 ▼-0.2%845,2074.9%Retail/WholesaleAPTVAptiv$44,119,087$7,052,659 ▲19.0%612,6804.7%Business ServicesIRIngersoll Rand$36,119,543$13,369,392 ▼-27.0%367,9663.8%Industrial ProductsCACCCredit Acceptance$34,808,913$13,303 ▼0.0%78,5013.7%FinanceTDGTransDigm Group$29,851,278$285,426 ▼-0.9%20,9173.2%AerospaceETSYEtsy$26,630,411$5,592,982 ▼-17.4%479,5682.8%Retail/WholesaleYELPYelp$26,391,736$3,520,629 ▲15.4%752,3302.8%Computer and TechnologyWWayfair$24,905,043$3,105,069 ▲14.2%443,3082.6%Retail/WholesaleWSCWillScot Mobile Mini$23,874,421$2,004,456 ▲9.2%634,9582.5%FinanceICEIntercontinental Exchange$21,458,291$46,586 ▼-0.2%133,5802.3%FinanceGILGildan Activewear$17,401,586$39,572 ▼-0.2%369,3821.8%Consumer DiscretionaryBLNDBlend Labs$9,297,968$9,297,968 ▲New Holding2,479,4581.0%Computer and TechnologyCAECAE$6,707,813$3,252,188 ▼-32.7%357,7500.7%AerospaceGNRCGenerac$6,139,123$14,299 ▼-0.2%38,6400.7%Industrial ProductsCARGCarGurus$5,547,021$1,484,082 ▲36.5%184,7160.6%Auto/Tires/TrucksBECNBeacon Roofing Supply$1,706,128$1,706,128 ▲New Holding19,7400.2%Retail/WholesaleBYNBanyan Acquisition$502,014$190,339 ▲61.1%654,6010.1%UnclassifiedFISFidelity National Information Services$0$13,127,712 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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