Goodnow Investment Group, LLC Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Goodnow Investment Group, LLCInvestment ActivityGoodnow Investment Group, LLC has $833.05 million in total holdings as of March 31, 2024.Goodnow Investment Group, LLC owns shares of 26 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 16.56% of the portfolio was purchased this quarter.About 14.29% of the portfolio was sold this quarter.This quarter, Goodnow Investment Group, LLC has purchased 25 new stocks and bought additional shares in 7 stocks.Goodnow Investment Group, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Carvana $116,365,060GoDaddy $109,733,190TD SYNNEX $60,180,058Ingersoll Rand $53,272,267Apollo Global Management $50,975,834 Largest New Holdings this Quarter Fidelity National Information Services $26,205,569 HoldingExpedia Group $16,846,825 HoldingWillScot Mobile Mini $16,534,935 HoldingShift4 Payments $2,630,247 Holding Largest Purchases this Quarter Etsy 509,160 shares (about $34.99M)Aptiv 414,260 shares (about $33.00M)Fidelity National Information Services 353,270 shares (about $26.21M)Expedia Group 122,300 shares (about $16.85M)WillScot Mobile Mini 355,590 shares (about $16.53M) Largest Sales this Quarter Gartner 65,569 shares (about $31.25M)TransDigm Group 15,250 shares (about $18.78M)Carvana 140,844 shares (about $12.38M)Ingersoll Rand 115,660 shares (about $10.98M)Credit Acceptance 4,010 shares (about $2.21M) 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$116,365,060$12,381,596 ▼-9.6%1,323,68414.0%Retail/WholesaleGDDYGoDaddy$109,733,190$1,258,008 ▼-1.1%924,61413.2%Computer and TechnologySNXTD SYNNEX$60,180,058$163,882 ▼-0.3%532,0967.2%Computer and TechnologyIRIngersoll Rand$53,272,267$10,981,917 ▼-17.1%561,0566.4%Industrial ProductsAPOApollo Global Management$50,975,834$561,126 ▼-1.1%453,3206.1%FinanceTPXTempur Sealy International$46,810,418$2,850,091 ▲6.5%823,8375.6%Retail/WholesalePYPLPayPal$42,304,989$610,279 ▼-1.4%631,5125.1%Computer and TechnologyCACCCredit Acceptance$40,776,643$2,211,715 ▼-5.1%73,9314.9%FinanceETSYEtsy$40,624,378$34,989,475 ▲620.9%591,1584.9%Computer and TechnologyCAECAE$38,190,419$637,570 ▼-1.6%1,850,3114.6%AerospaceAPTVAptiv$34,551,374$32,995,809 ▲2,121.1%433,7904.1%Business ServicesTDGTransDigm Group$26,980,661$18,781,900 ▼-41.0%21,9073.2%AerospaceFISFidelity National Information Services$26,205,569$26,205,569 ▲New Holding353,2703.1%Business ServicesYELPYelp$25,626,154$344,750 ▲1.4%650,4103.1%Computer and TechnologyWWayfair$24,580,570$331,254 ▲1.4%362,1183.0%Retail/WholesaleICEIntercontinental Exchange$18,737,206$259,743 ▼-1.4%136,3402.2%FinanceEXPEExpedia Group$16,846,825$16,846,825 ▲New Holding122,3002.0%Retail/WholesaleWSCWillScot Mobile Mini$16,534,935$16,534,935 ▲New Holding355,5902.0%Consumer DiscretionarySIXSix Flags Entertainment$13,287,415$303,996 ▼-2.2%504,8411.6%Consumer DiscretionaryGILGildan Activewear$10,833,123$184,907 ▼-1.7%291,7621.3%Consumer DiscretionaryLADLithia Motors$6,498,877$72,206 ▼-1.1%21,6010.8%Retail/WholesaleGNRCGenerac$4,976,223$1,845,428 ▲58.9%39,4500.6%Computer and TechnologyCARGCarGurus$3,169,022$2,404,613 ▲314.6%137,3060.4%Auto/Tires/TrucksFOURShift4 Payments$2,630,247$2,630,247 ▲New Holding39,8100.3%Business ServicesITGartner$1,454,797$31,254,779 ▼-95.6%3,0520.2%Business ServicesTMOThermo Fisher Scientific$906,688$5,812 ▼-0.6%1,5600.1%MedicalZBRAZebra Technologies$0$20,803,146 ▼-100.0%00.0%Industrial ProductsIBPInstalled Building Products$0$16,896,773 ▼-100.0%00.0%ConstructionBECNBeacon Roofing Supply$0$1,699,501 ▼-100.0%00.0%Retail/WholesaleShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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