Goodnow Investment Group, LLC Portfolio Holdings

Goodnow Investment Group, LLC

  • $863 Million
  • Q2 2024

Goodnow Investment Group, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $863 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $142M, Go Daddy Inc. with a value of $127M, Td Synnex Corp with a value of $69.5M, Ingersoll Rand Inc. with a value of $45.8M, and Apollo Global Management, Inc. with a value of $45.8M.

Examining the 13F form we can see an increase of $30M in the current position value, from $833M to 863M.

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 $863 Million
Consumer Cyclical: $331 Million
Technology: $254 Million
Financial Services: $140 Million
Industrials: $110 Million
Communication Services: $27.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.49B
$44.6 Million 5.16% of portfolio
607,702
Q2 2024 Added 1,426.51%
$5.78B
$40.4 Million 4.68% of portfolio
78,531
Q2 2024 Added 6.22%
$9.43B
$40.1 Million 4.65% of portfolio
847,017
Q2 2024 Added 2.81%
$7.23B
$34.2 Million 3.97% of portfolio
580,288
Q2 2024 Reduced 1.84%
$2.45B
$24.1 Million 2.79% of portfolio
651,970
Q2 2024 Added 0.24%
$8.24B
$21.9 Million 2.54% of portfolio
581,648
Q2 2024 Added 63.57%
$4.58B
$20.5 Million 2.37% of portfolio
388,038
Q2 2024 Added 7.16%
$8.51B
$14 Million 1.63% of portfolio
370,222
Q2 2024 Added 26.89%
$5.88B
$9.87 Million 1.14% of portfolio
531,200
Q2 2024 Reduced 71.29%
$9.88B
$5.12 Million 0.59% of portfolio
38,730
Q2 2024 Reduced 1.83%
$3.05B
$3.54 Million 0.41% of portfolio
135,296
Q2 2024 Reduced 1.46%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $863 Million
  • Prior Value $833 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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