GIG
Goodnow Investment Group Portfolio holdings
AUM
$1.07B
This Quarter Return
-3.13%
1 Year Return
+46.63%
3 Year Return
+235.88%
5 Year Return
+299.16%
10 Year Return
+1,438.78%
AUM
$1.2B
AUM Growth
+$1.2B
(+0.65%)
Cap. Flow
+$43.5M
Cap. Flow
% of AUM
3.63%
Top 10 Holdings %
Top 10 Hldgs %
79.73%
Holding
24
New
4
Increased
12
Reduced
6
Closed
2
Top Buys
1 |
Applovin
APP
|
$37.7M |
2 |
TD Synnex
SNX
|
$32.1M |
3 |
Roblox
RBLX
|
$12.9M |
4 |
TRTN
Triton International Limited
TRTN
|
$9.59M |
5 |
Vimeo
VMEO
|
$3.15M |
Top Sells
1 |
Carvana
CVNA
|
$25.2M |
2 |
Credit Acceptance
CACC
|
$21.4M |
3 |
Gartner
IT
|
$6.16M |
4 |
Vontier
VNT
|
$3.46M |
5 |
Zebra Technologies
ZBRA
|
$3.43M |
Sector Composition
1 | Consumer Discretionary | 39.73% |
2 | Technology | 23.79% |
3 | Industrials | 19.05% |
4 | Financials | 11.02% |
5 | Communication Services | 6.16% |