Goodnow Investment Group

Their latest 13F filings reported close to $1 Billion in value. It is a focus fund with 20 securities concentration of 100% weights. The following shows the fund statistics and portfolio details.

Period: Report DateNumber of StocksPortfolio ValuePortfolio Return
Q4_20202021-02-1220$991,233,00012.14%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightsComputed PriceShares Change %
Sensata Technologies Holding plc Ordinary SharesSTBUY$23,9910.000%2.42%$52.740.000%
Vapotherm Inc.VAPOBUY$3,5340.000%0.36%$26.860.000%
MiMedx Group IncMDXGBUY$1,5930.000%0.16%$9.080.000%
Carvana Co. Class ACVNADECR$197,483-0.044%19.92%$239.54-0.110%
Zebra Technologies Corp. Class AZBRADECR$58,721-0.217%5.92%$384.33-0.486%
CREDIT ACCEPTANCE CORP.2D5.SGDECR$29,160-0.329%2.94%$346.14-0.344%
Etsy Inc.ETSYINCR$161,2720.373%16.27%$177.91-0.061%
Triton International LimitedTRTNINCR$89,0840.574%8.99%$48.510.320%
Wayfair Inc. Class AWINCR$75,2330.149%7.59%$225.810.481%
PayPal Holdings Inc.PYPLINCR$69,2420.213%6.99%$234.200.020%
GoDaddy Inc. Class AGDDYINCR$63,7040.248%6.43%$82.950.143%
CAE Inc. Ordinary SharesCAEINCR$45,7410.930%4.61%$27.740.017%
Ingersoll Rand Inc.IRINCR$30,3840.300%3.07%$45.560.016%
Gartner Inc.ITINCR$30,3150.312%3.06%$160.190.023%
Transdigm Group Incorporated Transdigm Group Inc.TDGINCR$26,5590.327%2.68%$618.850.019%
SEI Investments CompanySEICINCR$21,4440.178%2.16%$57.470.040%
Gaming and Leisure Properties Inc.GLPIINCR$20,0020.178%2.02%$42.400.026%
Yelp Inc.YELPINCR$19,5560.377%1.97%$32.67-0.153%
Nexstar Media Group Inc. Class ANXSTINCR$14,2210.232%1.43%$109.190.015%
IAC/InterActiveCorpIACINCR$9,9940.612%1.01%$189.350.020%
Aptiv PLC Ordinary SharesAPTVSOLD$00.000%-100.00%$0.000.000%
Comcast Corp. Class ACMCSASOLD$00.000%-100.00%$0.000.000%
Discovery Inc. Series A DISCASOLD$00.000%-100.00%$0.000.000%
Strategic Education Inc.STRASOLD$00.000%-100.00%$0.000.000%