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
$669M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$22.9M
2 +$16.8M
3 +$16.3M
4
URI icon
United Rentals
URI
+$7.98M
5
COMM icon
CommScope
COMM
+$6.58M

Top Sells

1 +$22M
2 +$15.7M
3 +$14.3M
4
CPRT icon
Copart
CPRT
+$8.3M
5
CMPR icon
Cimpress
CMPR
+$8.24M

Sector Composition

1 Industrials 26.53%
2 Technology 24.24%
3 Consumer Discretionary 19.57%
4 Financials 8.28%
5 Consumer Staples 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$619K 0.09%
8,287
-20
27
$239K 0.04%
6,740
-20
28
-2,119,336
29
-219,520
30
-206,648
31
-20,050