Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GOODNOW INVESTMENT GROUP LLC | 08-13-2021 | 06-30-2021 | 20 | 1,192,472,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARVANA CO | CL A | 1 | $259,697,000 | 860,437 | 21.78 | 19.50 | 46,168 | 5.67 | 06-30-2021 |
| ETSY INC | COM | 2 | $158,208,000 | 768,595 | 13.27 | 14.84 | -37,765 | -4.68 | 06-30-2021 |
| TRITON INTL LTD | CL A | 3 | $103,810,000 | 1,983,378 | 8.71 | 9.60 | 70,650 | 3.69 | 06-30-2021 |
| WAYFAIR INC | CL A | 4 | $97,861,000 | 309,972 | 8.21 | 9.77 | -30,156 | -8.87 | 06-30-2021 |
