Goodnow Investment Group
Latest statistics and disclosures from Goodnow Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GDDY, CVNA, EXPE, FOUR, SNX, and represent 50.88% of Goodnow Investment Group's stock portfolio.
- Added to shares of these 8 stocks: Aptiv Holdings (+$53M), CNM (+$27M), CACC (+$23M), AMAT (+$11M), W (+$5.3M), NICE, IBP, BLND.
- Started 5 new stock positions in NICE, IBP, CNM, AMAT, Aptiv Holdings.
- Reduced shares in these 10 stocks: APTV (-$44M), CVNA (-$27M), APO (-$26M), ETSY (-$21M), GDDY (-$12M), CAE (-$6.7M), TDG (-$5.7M), ICE, EXPE, SNX.
- Sold out of its positions in CAE, APTV.
- Goodnow Investment Group was a net seller of stock by $-24M.
- Goodnow Investment Group has $1.0B in assets under management (AUM), dropping by 7.65%.
- Central Index Key (CIK): 0001362255
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Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 15.2 | $155M | -7% | 784k | 197.37 |
|
| Carvana Cl A (CVNA) | 15.0 | $152M | -14% | 750k | 203.36 |
|
| Expedia Group Com New (EXPE) | 7.0 | $71M | 379k | 186.33 |
|
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| Shift4 Pmts Cl A (FOUR) | 6.8 | $70M | 669k | 103.78 |
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| SYNNEX Corporation (SNX) | 6.8 | $69M | 590k | 117.28 |
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| Paypal Holdings (PYPL) | 6.1 | $62M | 726k | 85.35 |
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| Credit Acceptance (CACC) | 5.9 | $60M | +61% | 127k | 469.46 |
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| Aptiv Com Shs | 5.2 | $53M | NEW | 871k | 60.48 |
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| Tempur-Pedic International (TPX) | 4.6 | $47M | 832k | 56.69 |
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| Apollo Global Mgmt (APO) | 3.8 | $38M | -40% | 231k | 165.16 |
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| Ingersoll Rand (IR) | 3.2 | $33M | 361k | 90.46 |
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| Ye Cl A (YELP) | 2.8 | $29M | 746k | 38.70 |
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| Core & Main Cl A (CNM) | 2.7 | $27M | NEW | 539k | 50.91 |
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| Wayfair Cl A (W) | 2.5 | $25M | +26% | 563k | 44.32 |
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| Willscot Hldgs Corp Com Cl A (WSC) | 2.1 | $21M | 624k | 33.45 |
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| TransDigm Group Incorporated (TDG) | 2.0 | $21M | -21% | 16k | 1267.28 |
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| Gildan Activewear Inc Com Cad (GIL) | 1.7 | $17M | 363k | 47.05 |
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| Intercontinental Exchange (ICE) | 1.5 | $16M | -22% | 104k | 149.01 |
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| Blend Labs Cl A (BLND) | 1.3 | $13M | +25% | 3.1M | 4.21 |
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| Applied Materials (AMAT) | 1.1 | $11M | NEW | 70k | 162.63 |
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| Cargurus Com Cl A (CARG) | 0.7 | $6.6M | 182k | 36.54 |
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| Generac Holdings (GNRC) | 0.6 | $5.9M | 38k | 155.05 |
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| Etsy (ETSY) | 0.4 | $4.2M | -83% | 79k | 52.89 |
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| Nice Sponsored Adr (NICE) | 0.4 | $4.2M | NEW | 25k | 169.84 |
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| Installed Bldg Prods (IBP) | 0.3 | $3.4M | NEW | 20k | 175.25 |
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| Beacon Roofing Supply (BECN) | 0.2 | $2.0M | 19k | 101.58 |
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| Pinstripes Holdings Cl A Com (PNST) | 0.0 | $247k | -4% | 624k | 0.40 |
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Past Filings by Goodnow Investment Group
SEC 13F filings are viewable for Goodnow Investment Group going back to 2010
- 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
- Goodnow Investment Group 2021 Q3 filed Nov. 15, 2021
- Goodnow Investment Group 2021 Q2 filed Aug. 16, 2021
- Goodnow Investment Group 2021 Q1 filed May 17, 2021