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GIG
Goodnow Investment Group Portfolio holdings
AUM
$913M
1-Year Est. Return
11.84%
This Fund
S&P 500
1 Year Est. Return
+11.84%
AUM
$913M
AUM Growth
-$159M
(-15%)
Holding
31
Top Buys
| 1 | +$51.5M | |
| 2 | +$25.7M | |
| 3 | +$14M | |
| 4 |
S&P Global
SPGI
|
+$11.2M |
| 5 |
Cooper Companies
COO
|
+$9.25M |
Top Sells
| 1 | +$39.3M | |
| 2 | +$19.4M | |
| 3 | +$11.1M | |
| 4 |
Aptiv
APTV
|
+$5.66M |
| 5 |
Ingersoll Rand
IR
|
+$3.12M |
Sector Composition
| 1 | Consumer Discretionary | 58.73% |
| 2 | Industrials | 14.65% |
| 3 | Technology | 13.9% |
| 4 | Financials | 11.11% |
| 5 | Healthcare | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Carvana
CVNA
$50.2B
| $228M | 24.95% |
3,622,205
+71,750
|
|
||
2
GoDaddy
GDDY
$10.4B
| $61.6M | 6.75% |
745,219
+3,470
|
|
||
3
Maplebear
CART
$10.4B
| $51.8M | 5.68% |
1,383,751
+5,870
|
|
||
4
Expedia Group
EXPE
$29.2B
| $50.3M | 5.51% |
217,752
-45,319
|
|
||
5
Credit Acceptance
CACC
$6.01B
| $49.3M | 5.4% |
116,371
-420
|
|
||
6
Wayfair
W
$11B
| $48M | 5.26% |
638,592
+5,640
|
|
||
|
SUNB
7
Sunbelt Rentals Holdings
SUNB
$34.3B
| $47.8M | 5.23% |
+733,943
|
|
||
|
8
Aptiv
APTV
$13.9B
| $47.1M | 5.16% |
678,923
-73,440
|
|
||
|
SGI
9
Somnigroup International
SGI
$15.8B
| $45.1M | 4.94% |
609,825
-30,070
|
|
||
10
Shift4
FOUR
$3.28B
| $37.4M | 4.09% |
854,230
+3,030
|
|
||
11
Core & Main
CNM
$8.94B
| $37.2M | 4.08% |
753,979
-6,860
|
|
||
12
Apollo Global Management
APO
$79.8B
| $28.7M | 3.14% |
257,371
+1,550
|
|
||
13
Dick's Sporting Goods
DKS
$20.2B
| $25.1M | 2.75% |
+126,770
|
|
||
|
14
Ingersoll Rand
IR
$30.7B
| $24.7M | 2.71% |
308,411
-35,367
|
|
||
15
TransDigm Group
TDG
$72.8B
| $20.9M | 2.29% |
18,012
+2,570
|
|
||
16
Gildan
GIL
$9.32B
| $16.7M | 1.83% |
300,747
-43,180
|
|
||
17
SharkNinja
SN
$19.3B
| $15.7M | 1.72% |
148,163
+620
|
|
||
18
Visa
V
$634B
| $13.2M | 1.45% |
+43,660
|
|
||
|
19
S&P Global
SPGI
$128B
| $10.2M | 1.12% |
+24,090
|
|
||
20
Zebra Technologies
ZBRA
$11.3B
| $9.47M | 1.04% |
45,299
+15,810
|
|
||
21
Gartner
IT
$9.52B
| $9.4M | 1.03% |
59,383
+11,000
|
|
||
|
22
Cooper Companies
COO
$13.1B
| $8.36M | 0.92% |
+116,940
|
|
||
23
Veeva Systems
VEEV
$26.5B
| $6.27M | 0.69% |
+35,700
|
|
||
24
CarGurus
CARG
$2.69B
| $5.85M | 0.64% |
171,838
+860
|
|
||
25
Klaviyo
KVYO
$4.14B
| $5.7M | 0.62% |
293,059
-81,490
|
|