Portfolio (Quarterly)
Guide ↗
GOODNOW INVESTMENT GROUP, LLC
· CIK 0001362255| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CACC | CREDIT ACCEP CORP MICH | Financial Services | 106,131.0 | $67.6M | 7.01% | -10K | -8.8% | $636.74 | -14.0% |
| 2 | W | WAYFAIR INC | Consumer Cyclical | 623,772.0 | $57.6M | 5.98% | -15K | -2.3% | $92.42 | +5.7% |
| 3 | SUNB | SUNBELT RENTALS HOLDINGS INC | Financial Services | 410,889.0 | $30.7M | 3.19% | -323K | -44.0% | $74.81 | -2.8% |
| 4 | CNM | CORE & MAIN INC | Industrials | 582,813.0 | $28.1M | 2.92% | -171K | -22.7% | $48.25 | -13.7% |
| 5 | — | INGERSOLL RAND INC | — | 261,554.0 | $21.4M | 2.23% | -47K | -15.2% | $81.99 | — |
| 6 | APOS | APOLLO GLOBAL MGMT INC | — | 118,461.0 | $14.0M | 1.45% | -139K | -54.0% | $118.31 | — |
| 7 | SPGI | S&P GLOBAL INC | Financial Services | 23,830.0 | $9.7M | 1.01% | -260.0 | -1.1% | $407.26 | -1.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
58.8%
Technology
17.6%
Financial Services
16.6%
Industrials
6.9%