Goodnow Investment Group, LLC
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| New | Sunbelt Rentals Holdings, Inc.SUNB | $47.77M |
| Exited | PayPal Holdings, Inc. | $39.26M |
| New | Dick's Sporting Goods Inc | $25.14M |
| Exited | Yelp Inc | $19.36M |
| New | Visa Inc | $13.20M |
| Trimmed | Expedia Group Inc | $10.46M |
| New | S&P Global Inc. | $10.25M |
| New | COOPER COMPANIES, INC. | $8.36M |
| New | VEEVA SYSTEMS INC | $6.27M |
| Trimmed | G3265R107 | $5.10M |
| Added | CARVANA CO. | $4.51M |
| New | Unity Software Inc. | $3.39M |
| Added | ZEBRA TECHNOLOGIES CORP | $3.31M |
| Added | TransDigm Group Inc. | $2.98M |
| Trimmed | INGERSOLL-RAND INC | $2.83M |
| New | DraftKings Inc. | $2.65M |
| Trimmed | GILDAN ACTIVEWEAR INC | $2.40M |
| Trimmed | Somnigroup International Inc | $2.22M |
| New | FTAI Aviation Ltd | $1.84M |
| Added | GARTNER INC | $1.74M |
| Trimmed | Klaviyo, Inc. | $1.59M |
| Added | Wayfair Inc. | $424.2K |
| Trimmed | Core & Main, Inc. | $338.9K |
| Added | GoDaddy Inc. | $286.9K |
| Added | Maplebear Inc | $219.9K |
| Trimmed | CREDIT ACCEPTANCE CORP | $177.9K |
| Added | Apollo Global Management, Inc. | $172.7K |
| Added | Shift4 Payments, Inc. | $132.5K |
| Added | G8068L108 | $65.7K |
| Added | CarGurus, Inc. | $29.3K |
| Trimmed | QXO, Inc. | $19.6K |