0000919574-24-001087.txt : 20240214 0000919574-24-001087.hdr.sgml : 20240214 20240213173433 ACCESSION NUMBER: 0000919574-24-001087 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GOODNOW INVESTMENT GROUP, LLC CENTRAL INDEX KEY: 0001362255 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11908 FILM NUMBER: 24630336 BUSINESS ADDRESS: STREET 1: 9 OLD KINGS HIGHWAY SOUTH CITY: DARIEN STATE: CT ZIP: 06820 BUSINESS PHONE: 203-655-6272 MAIL ADDRESS: STREET 1: 9 OLD KINGS HIGHWAY SOUTH CITY: DARIEN STATE: CT ZIP: 06820 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001362255 XXXXXXXX 12-31-2023 12-31-2023 false GOODNOW INVESTMENT GROUP, LLC

9 Old Kings Highway South Darien CT 06820

13F HOLDINGS REPORT 028-11908 000136792 801-65135 N Peter J. Gavey 203-655-6272 /s/Peter J. Gavey Darien CT 02-13-2024 0 25 711494199 INFORMATION TABLE 2 infotable.xml APOLLO GLOBAL MGMT INC COM 03769M106 42709909 458310 SH SOLE 458310 0 0 APTIV PLC SHS G6095L109 1752232 19530 SH SOLE 19530 0 0 BEACON ROOFING SUPPLY INC COM 073685109 1699501 19530 SH SOLE 19530 0 0 CAE INC COM 124765108 40615130 1881201 SH SOLE 1881201 0 0 CARGURUS INC COM CL A 141788109 800179 33120 SH SOLE 33120 0 0 CARVANA CO CL A 146869102 77532112 1464528 SH SOLE 1464528 0 0 CREDIT ACCEP CORP MICH COM 225310101 41521509 77941 SH SOLE 77941 0 0 ETSY INC COM 29786A106 6645938 81998 SH SOLE 81998 0 0 GARTNER INC COM 366651107 30955619 68621 SH SOLE 68621 0 0 GENERAC HLDGS INC COM 368736104 3207737 24820 SH SOLE 24820 0 0 GILDAN ACTIVEWEAR INC COM 375916103 9810291 296742 SH SOLE 296742 0 0 GODADDY INC CL A 380237107 99282318 935214 SH SOLE 935214 0 0 INGERSOLL RAND INC COM 45687V106 52337215 676716 SH SOLE 676716 0 0 INSTALLED BLDG PRODS INC COM 45780R101 16896773 92423 SH SOLE 92423 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 17752879 138230 SH SOLE 138230 0 0 LITHIA MTRS INC COM 536797103 7191804 21841 SH SOLE 21841 0 0 PAYPAL HLDGS INC COM 70450Y103 39340597 640622 SH SOLE 640622 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 12951086 516391 SH SOLE 516391 0 0 TD SYNNEX CORPORATION COM 87162W100 57414777 533545 SH SOLE 533545 0 0 TEMPUR SEALY INTL INC COM 88023U101 39434317 773677 SH SOLE 773677 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 833340 1570 SH SOLE 1570 0 0 TRANSDIGM GROUP INC COM 893641100 37588021 37157 SH SOLE 37157 0 0 WAYFAIR INC CL A 94419L101 22041585 357238 SH SOLE 357238 0 0 YELP INC CL A 985817105 30376184 641660 SH SOLE 641660 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 20803146 76110 SH SOLE 76110 0 0