Goodnow Investment Group, LLC Portfolio Holdings

Goodnow Investment Group, LLC

  • $942 Million
  • Q3 2024

Goodnow Investment Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $942 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $153M, Go Daddy Inc. with a value of $133M, Td Synnex Corp with a value of $72.1M, Shift4 Payments, Inc. with a value of $60.3M, and Pay Pal Holdings, Inc. with a value of $57.5M.

Examining the 13F form we can see an increase of $79.5M in the current position value, from $863M to 942M.

Goodnow Investment Group, LLC is based out at Darien, CT

Below you can find more details about Goodnow Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $942 Million
Consumer Cyclical: $369 Million
Technology: $275 Million
Financial Services: $162 Million
Industrials: $104 Million
Communication Services: $31.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19B
$153 Million 16.26% of portfolio
879,987
Q3 2024 Reduced 20.31%
$32.1B
$133 Million 14.09% of portfolio
846,804
Q3 2024 Reduced 6.78%
$11.2B
$72.1 Million 7.65% of portfolio
600,536
Q3 2024 Reduced 0.27%
$101B
$57.5 Million 6.1% of portfolio
737,082
Q3 2024 Added 19.09%
$28.1B
$57 Million 6.05% of portfolio
385,270
Q3 2024 Added 10.44%
$103B
$48.4 Million 5.13% of portfolio
387,330
Q3 2024 Reduced 0.15%
$15.9B
$44.1 Million 4.68% of portfolio
612,680
Q3 2024 Added 19.03%
$37.2B
$36.1 Million 3.83% of portfolio
367,966
Q3 2024 Reduced 27.01%
$69.2B
$29.9 Million 3.17% of portfolio
20,917
Q3 2024 Reduced 0.95%
$83.9B
$21.5 Million 2.28% of portfolio
133,580
Q3 2024 Reduced 0.22%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $942 Million
  • Prior Value $863 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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