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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 | |
|---|---|---|---|---|---|---|
26
Unity
U
$12.2B
| $3.39M | 0.37% |
+154,460
|
|
||
27
DraftKings
DKNG
$14.1B
| $2.65M | 0.29% |
+122,360
|
|
||
28
FTAI Aviation
FTAI
$27B
| $1.84M | 0.2% |
+7,500
|
|
||
|
QXO
29
QXO Inc
QXO
$12.3B
| $1.31M | 0.14% |
67,610
-1,010
|
|
||
30
PayPal
PYPL
$38.5B
| – | – |
-672,559
|
|
||
31
Yelp
YELP
$1.24B
| – | – |
-637,180
|
|