Goodnow Investment Group as of March 31, 2025
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 19.4 | $180M | 861k | 209.08 | |
| Godaddy Cl A (GDDY) | 13.6 | $126M | 701k | 180.14 | |
| Credit Acceptance (CACC) | 7.5 | $69M | 134k | 516.35 | |
| Shift4 Pmts Cl A (FOUR) | 7.1 | $66M | 807k | 81.71 | |
| Expedia Group Com New (EXPE) | 6.9 | $64M | 378k | 168.10 | |
| SYNNEX Corporation (SNX) | 6.4 | $60M | 575k | 103.96 | |
| Aptiv Com Shs (APTV) | 5.4 | $50M | 840k | 59.50 | |
| Tempur-Pedic International (SGI) | 5.4 | $50M | 831k | 59.88 | |
| Paypal Holdings (PYPL) | 5.3 | $49M | 755k | 65.25 | |
| Apollo Global Mgmt (APO) | 3.4 | $31M | 229k | 136.94 | |
| Ingersoll Rand (IR) | 3.1 | $29M | 360k | 80.03 | |
| Ye Cl A (YELP) | 3.0 | $28M | 755k | 37.03 | |
| Core & Main Cl A (CNM) | 3.0 | $27M | 568k | 48.31 | |
| TransDigm Group Incorporated (TDG) | 2.2 | $20M | 15k | 1383.29 | |
| Wayfair Cl A (W) | 2.0 | $18M | 567k | 32.03 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 1.8 | $17M | 616k | 27.80 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.3 | $12M | 271k | 44.22 | |
| Blend Labs Cl A (BLND) | 1.2 | $11M | 3.3M | 3.35 | |
| Cargurus Com Cl A (CARG) | 0.6 | $5.3M | 182k | 29.13 | |
| Generac Holdings (GNRC) | 0.5 | $4.8M | 38k | 126.65 | |
| Installed Bldg Prods (IBP) | 0.5 | $4.7M | 28k | 171.46 | |
| Etsy (ETSY) | 0.3 | $3.2M | 67k | 47.18 | |
| Healthequity (HQY) | 0.2 | $1.5M | 17k | 88.37 |
