Portfolio (Quarterly)
Guide ↗
GOODNOW INVESTMENT GROUP, LLC
· CIK 0001362255| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IT | GARTNER INC | Technology | 59,383.0 | $9.4M | 1.03% | +11K | +22.7% | $158.34 | -0.7% |
| 22 | — | COOPER COS INC | — | 116,940.0 | $8.4M | 0.92% | NEW | — | $71.50 | — |
| 23 | VEEV | VEEVA SYS INC | Healthcare | 35,700.0 | $6.3M | 0.69% | NEW | — | $175.66 | -6.1% |
| 24 | CARG | CARGURUS INC | Consumer Cyclical | 171,838.0 | $5.9M | 0.64% | +860.0 | +0.5% | $34.05 | -18.9% |
| 25 | KVYO | KLAVIYO INC | Technology | 293,059.0 | $5.7M | 0.62% | -81K | -21.8% | $19.46 | -23.4% |
| 26 | U | UNITY SOFTWARE INC | Technology | 154,460.0 | $3.4M | 0.37% | NEW | — | $21.94 | +19.6% |
| 27 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 122,360.0 | $2.6M | 0.29% | NEW | — | $21.62 | +17.5% |
| 28 | — | FTAI AVIATION LTD | — | 7,500.0 | $1.8M | 0.20% | NEW | — | $245.00 | — |
| 29 | QXO | QXO INC | Industrials | 67,610.0 | $1.3M | 0.14% | -1K | -1.5% | $19.42 | -11.3% |
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
56.5%
Financial Services
19.0%
Technology
16.2%
Industrials
7.6%
Healthcare
0.8%