Portfolio (Quarterly)
Guide ↗
GOODNOW INVESTMENT GROUP, LLC
· CIK 0001362255| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | Consumer Cyclical | 724,441.0 | $227.7M | 24.95% | +14K | +2.0% | $314.38 | -78.5% |
| 2 | W | WAYFAIR INC | Consumer Cyclical | 638,592.0 | $48.0M | 5.26% | +6K | +0.9% | $75.21 | +42.2% |
| 3 | APOS | APOLLO GLOBAL MGMT INC | — | 257,371.0 | $28.7M | 3.14% | +2K | +0.6% | $111.42 | — |
| 4 | TDG | TRANSDIGM GROUP INC | Industrials | 18,012.0 | $20.9M | 2.29% | +3K | +16.6% | $1158.96 | -5.6% |
| 5 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 45,299.0 | $9.5M | 1.04% | +16K | +53.6% | $209.08 | +69.1% |
| 6 | IT | GARTNER INC | Technology | 59,383.0 | $9.4M | 1.03% | +11K | +22.7% | $158.34 | +15.9% |
| 7 | CARG | CARGURUS INC | Consumer Cyclical | 171,838.0 | $5.9M | 0.64% | +860.0 | +0.5% | $34.05 | -2.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
58.6%
Technology
16.8%
Financial Services
15.9%
Industrials
7.9%
Healthcare
0.8%