Goodnow Investment Group, LLC Portfolio Holdings by Sector

Goodnow Investment Group, LLC

$942 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA ETSY W 3 stocks	$204,749 21.72% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology GDDY FOUR 2 stocks	$193,110 20.49% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL CACC 2 stocks	$92,367 9.8% of portfolio	1	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology SNX 1 stocks	$72,112 7.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$57,016 6.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO 1 stocks	$48,369 5.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$46,131 4.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical APTV 1 stocks	$44,119 4.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials IR GNRC 2 stocks	$42,260 4.48% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG CAE 2 stocks	$36,568 3.88% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services YELP CARG 2 stocks	$31,931 3.39% of portfolio	2	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$23,880 2.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$21,459 2.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$17,401 1.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND 1 stocks	$9,297 0.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BECN 1 stocks	$1,706 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services BYN 1 stocks	$0 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts

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