Goodnow Investment Group, LLC Portfolio Holdings by Sector

Goodnow Investment Group, LLC

$962 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology GDDY FOUR 2 stocks	$224,250 23.31% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA W ETSY 3 stocks	$181,553 18.87% of portfolio	1	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL CACC 2 stocks	$121,450 12.62% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$70,566 7.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology SNX 1 stocks	$69,219 7.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$47,136 4.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials IR GNRC 2 stocks	$38,578 4.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO 1 stocks	$38,153 3.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services YELP CARG 2 stocks	$35,510 3.69% of portfolio	-	2	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$27,431 2.85% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$20,858 2.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$20,792 2.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND NICE 2 stocks	$17,310 1.8% of portfolio	2	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$17,092 1.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$15,477 1.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$11,401 1.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical IBP 1 stocks	$3,436 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BECN 1 stocks	$1,968 0.2% of portfolio	-	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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