GIG

Goodnow Investment Group Portfolio holdings

AUM $1.07B
1-Year Est. Return 46.63%
This Quarter Est. Return
1 Year Est. Return
+46.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.3M
3
+$5.78M
4
W icon
Wayfair
W
+$5.58M
5
KVYO icon
Klaviyo
KVYO
+$5.42M

Top Sells

1
+$36.9M
2
+$29.4M
3
+$17.1M
4
IBP icon
Installed Building Products
IBP
+$4.71M
5
APTV icon
Aptiv
APTV
+$4.12M

Sector Composition

1 Consumer Discretionary 48.41%
2 Technology 25.63%
3 Financials 14.84%
4 Industrials 8.56%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBP icon
26
Installed Building Products
IBP
$6.73B
– –
-27,460
WSC icon
27
WillScot Mobile Mini Holdings
WSC
$3.96B
– –
-615,518
1
2