Portfolio (Quarterly)
Guide ↗
GOODNOW INVESTMENT GROUP, LLC
· CIK 0001362255| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | APTIV PLC | — | 678,923 | $47.1M | 5.16% | SOLD |
| 2 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 126,770 | $25.1M | 2.75% | SOLD |
| 3 | IT | GARTNER INC | Technology | 59,383 | $9.4M | 1.03% | SOLD |
| 4 | — | COOPER COS INC | — | 116,940 | $8.4M | 0.92% | SOLD |
| 5 | VEEV | VEEVA SYS INC | Healthcare | 35,700 | $6.3M | 0.69% | SOLD |
| 6 | KVYO | KLAVIYO INC | Technology | 293,059 | $5.7M | 0.62% | SOLD |
| 7 | U | UNITY SOFTWARE INC | Technology | 154,460 | $3.4M | 0.37% | SOLD |
| 8 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 122,360 | $2.6M | 0.29% | SOLD |
Sector Allocation
Consumer Cyclical
57.9%
Financial Services
18.0%
Technology
17.3%
Industrials
6.8%