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, W, CART, and represent 55.21% of Goodnow Investment Group's stock portfolio.
- Added to shares of these 7 stocks: CVNA (+$25M), SN (+$17M), ZBRA (+$7.2M), CNM (+$6.1M), CART (+$5.9M), GDDY, TDG.
- Started 2 new stock positions in ZBRA, SN.
- Reduced shares in these 10 stocks: EXPE (-$23M), , BLND (-$12M), PYPL (-$6.7M), YELP, W, HQY, SGI, CACC, FOUR.
- Sold out of its positions in BLND, HQY, SNX.
- Goodnow Investment Group was a net seller of stock by $-11M.
- Goodnow Investment Group has $1.1B in assets under management (AUM), dropping by 2.59%.
- Central Index Key (CIK): 0001362255
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Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 28.0 | $300M | +9% | 710k | 422.02 |
|
| Godaddy Cl A (GDDY) | 8.6 | $92M | 742k | 124.08 |
|
|
| Expedia Group Com New (EXPE) | 7.0 | $75M | -23% | 263k | 283.31 |
|
| Wayfair Cl A (W) | 5.9 | $64M | -2% | 633k | 100.41 |
|
| Maplebear (CART) | 5.8 | $62M | +10% | 1.4M | 44.98 |
|
| Aptiv Com Shs (APTV) | 5.3 | $57M | 752k | 76.09 |
|
|
| Tempur-Pedic International (SGI) | 5.3 | $57M | -2% | 640k | 89.28 |
|
| Shift4 Pmts Cl A (FOUR) | 5.0 | $54M | 851k | 62.97 |
|
|
| Credit Acceptance (CACC) | 4.8 | $52M | -2% | 117k | 443.46 |
|
| Core & Main Cl A (CNM) | 3.7 | $40M | +18% | 761k | 51.97 |
|
| Paypal Holdings (PYPL) | 3.7 | $39M | -14% | 673k | 58.38 |
|
| Apollo Global Mgmt (APO) | 3.5 | $37M | -2% | 256k | 144.76 |
|
| Ingersoll Rand (IR) | 2.5 | $27M | 344k | 79.22 |
|
|
| Gildan Activewear Inc Com Cad (GIL) | 2.0 | $22M | -2% | 344k | 62.46 |
|
| TransDigm Group Incorporated (TDG) | 1.9 | $21M | +7% | 15k | 1329.85 |
|
| Ye Cl A (YELP) | 1.8 | $19M | -10% | 637k | 30.39 |
|
| Sharkninja Com Shs (SN) | 1.5 | $17M | NEW | 148k | 111.90 |
|
| Gartner (IT) | 1.1 | $12M | 48k | 252.28 |
|
|
| Klaviyo Com Ser A (KVYO) | 1.1 | $12M | -2% | 375k | 32.47 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.7 | $7.2M | NEW | 30k | 242.82 |
|
| Cargurus Com Cl A (CARG) | 0.6 | $6.6M | -2% | 171k | 38.35 |
|
| Qxo Com New (QXO) | 0.1 | $1.3M | 69k | 19.29 |
|
Past Filings by Goodnow Investment Group
SEC 13F filings are viewable for Goodnow Investment Group going back to 2010
- Goodnow Investment Group 2025 Q4 filed Feb. 17, 2026
- 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