Portfolio (Quarterly)
Guide ↗
GOODNOW INVESTMENT GROUP, LLC
· CIK 0001362255| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | CARG | CARGURUS INC | Consumer Cyclical | 218,678.0 | $7.5M | 0.77% | +47K | +27.3% | $34.09 | +4.9% |
| 22 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 58,450.0 | $7.2M | 0.75% | NEW | — | $123.11 | +25.3% |
| 23 | QXO | QXO INC | Industrials | 157,180.0 | $2.7M | 0.28% | +90K | +132.5% | $17.28 | -19.1% |
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
57.9%
Financial Services
18.0%
Technology
17.3%
Industrials
6.8%