Goodnow Investment Group
Latest statistics and disclosures from Goodnow Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, GDDY, EXPE, FOUR, APTV, and represent 52.87% of Goodnow Investment Group's stock portfolio.
- Added to shares of these 10 stocks: CART (+$30M), IT (+$13M), KVYO (+$6.2M), PYPL (+$5.3M), GIL, CNM, GDDY, FOUR, TDG, QXO.
- Started 1 new stock position in IT.
- Reduced shares in these 10 stocks: SNX (-$38M), CVNA (-$38M), DKNG (-$15M), SGI (-$14M), EXPE (-$14M), CACC (-$6.9M), GNRC (-$5.4M), W, YELP, APTV.
- Sold out of its positions in DKNG, GNRC.
- Goodnow Investment Group was a net seller of stock by $-69M.
- Goodnow Investment Group has $1.0B in assets under management (AUM), dropping by -2.65%.
- Central Index Key (CIK): 0001362255
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Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 23.5 | $246M | -13% | 651k | 377.24 |
|
| Godaddy Cl A (GDDY) | 9.5 | $100M | +4% | 729k | 136.83 |
|
| Expedia Group Com New (EXPE) | 7.1 | $74M | -15% | 345k | 213.75 |
|
| Shift4 Pmts Cl A (FOUR) | 6.4 | $67M | 868k | 77.40 |
|
|
| Aptiv Com Shs (APTV) | 6.3 | $66M | 766k | 86.22 |
|
|
| Wayfair Cl A (W) | 5.6 | $58M | -3% | 650k | 89.33 |
|
| Credit Acceptance (CACC) | 5.3 | $56M | -10% | 120k | 466.93 |
|
| Tempur-Pedic International (SGI) | 5.3 | $55M | -20% | 655k | 84.33 |
|
| Paypal Holdings (PYPL) | 5.1 | $53M | +11% | 787k | 67.06 |
|
| Maplebear (CART) | 4.4 | $46M | +190% | 1.2M | 36.76 |
|
| Apollo Global Mgmt (APO) | 3.3 | $35M | -3% | 262k | 133.27 |
|
| Core & Main Cl A (CNM) | 3.3 | $35M | +14% | 644k | 53.83 |
|
| Ingersoll Rand (IR) | 2.8 | $29M | 349k | 82.62 |
|
|
| Ye Cl A (YELP) | 2.1 | $22M | -5% | 710k | 31.20 |
|
| SYNNEX Corporation (SNX) | 2.0 | $20M | -65% | 125k | 163.75 |
|
| Gildan Activewear Inc Com Cad (GIL) | 1.9 | $20M | +31% | 351k | 57.80 |
|
| TransDigm Group Incorporated (TDG) | 1.8 | $19M | 14k | 1318.02 |
|
|
| Gartner (IT) | 1.2 | $13M | NEW | 49k | 262.87 |
|
| Blend Labs Cl A (BLND) | 1.1 | $12M | -2% | 3.2M | 3.65 |
|
| Klaviyo Com Ser A (KVYO) | 1.0 | $11M | +138% | 384k | 27.69 |
|
| Cargurus Com Cl A (CARG) | 0.6 | $6.5M | -2% | 175k | 37.23 |
|
| Healthequity (HQY) | 0.1 | $1.5M | -2% | 16k | 94.77 |
|
| Qxo Com New (QXO) | 0.1 | $1.3M | 69k | 19.06 |
|
Past Filings by Goodnow Investment Group
SEC 13F filings are viewable for Goodnow Investment Group going back to 2010
- Goodnow Investment Group 2025 Q3 filed Nov. 14, 2025
- Goodnow Investment Group 2025 Q2 filed Aug. 14, 2025
- Goodnow Investment Group 2025 Q1 filed May 15, 2025
- Goodnow Investment Group 2024 Q4 filed Feb. 14, 2025
- Goodnow Investment Group 2024 Q3 filed Nov. 14, 2024
- Goodnow Investment Group 2024 Q2 filed Aug. 14, 2024
- Goodnow Investment Group 2024 Q1 filed May 15, 2024
- Goodnow Investment Group 2023 Q4 filed Feb. 14, 2024
- Goodnow Investment Group 2023 Q3 filed Nov. 14, 2023
- Goodnow Investment Group 2023 Q2 filed Aug. 14, 2023
- Goodnow Investment Group 2023 Q1 filed May 15, 2023
- Goodnow Investment Group 2022 Q4 filed Feb. 14, 2023
- Goodnow Investment Group 2022 Q3 filed Nov. 14, 2022
- Goodnow Investment Group 2022 Q2 filed Aug. 15, 2022
- Goodnow Investment Group 2022 Q1 filed May 16, 2022
- Goodnow Investment Group 2021 Q4 filed Feb. 14, 2022