GIG
Goodnow Investment Group Portfolio holdings
AUM
$1.07B
This Quarter Return
+4.98%
1 Year Return
+46.63%
3 Year Return
+235.88%
5 Year Return
+299.16%
10 Year Return
+1,438.78%
AUM
$594M
AUM Growth
+$594M
(-15%)
Cap. Flow
-$97.2M
Cap. Flow
% of AUM
-16.38%
Top 10 Holdings %
Top 10 Hldgs %
74.13%
Holding
24
New
4
Increased
14
Reduced
4
Closed
2
Top Buys
1 |
SGI
Somnigroup International Inc.
SGI
|
$22.7M |
2 |
Gildan
GIL
|
$8.26M |
3 |
SIX
Six Flags Entertainment Corp.
SIX
|
$6.17M |
4 |
GoDaddy
GDDY
|
$5.21M |
5 |
Generac Holdings
GNRC
|
$2.72M |
Top Sells
1 |
TRTN
Triton International Limited
TRTN
|
$86.9M |
2 |
Etsy
ETSY
|
$32.9M |
3 |
Zebra Technologies
ZBRA
|
$22M |
4 |
Celanese
CE
|
$3.36M |
5 |
Carvana
CVNA
|
$1.47M |
Sector Composition
1 | Technology | 32.38% |
2 | Consumer Discretionary | 22.11% |
3 | Industrials | 20.57% |
4 | Financials | 18.43% |
5 | Communication Services | 6.5% |