Goodnow Investment Group as of June 30, 2025
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 24 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 23.6 | $253M | 751k | 336.96 | |
| Godaddy Cl A (GDDY) | 11.7 | $125M | 697k | 180.06 | |
| Shift4 Pmts Cl A (FOUR) | 7.9 | $85M | 856k | 99.11 | |
| Expedia Group Com New (EXPE) | 6.4 | $69M | 408k | 168.68 | |
| Credit Acceptance (CACC) | 6.4 | $68M | 134k | 509.43 | |
| Tempur-Pedic International (SGI) | 5.2 | $56M | 822k | 68.05 | |
| Aptiv Com Shs (APTV) | 5.0 | $53M | 779k | 68.22 | |
| Paypal Holdings (PYPL) | 4.9 | $53M | 708k | 74.32 | |
| SYNNEX Corporation (SNX) | 4.5 | $49M | 358k | 135.70 | |
| Apollo Global Mgmt (APO) | 3.6 | $38M | 270k | 141.87 | |
| Wayfair Cl A (W) | 3.2 | $35M | 676k | 51.14 | |
| Core & Main Cl A (CNM) | 3.1 | $34M | 560k | 60.35 | |
| Ingersoll Rand (IR) | 2.7 | $29M | 354k | 83.18 | |
| Ye Cl A (YELP) | 2.4 | $26M | 750k | 34.27 | |
| TransDigm Group Incorporated (TDG) | 2.0 | $22M | 14k | 1520.64 | |
| Maplebear (CART) | 1.8 | $19M | 429k | 45.24 | |
| Draftkings Com Cl A (DKNG) | 1.4 | $15M | 358k | 42.89 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.2 | $13M | 267k | 49.24 | |
| Blend Labs Cl A (BLND) | 1.0 | $11M | 3.3M | 3.30 | |
| Cargurus Com Cl A (CARG) | 0.6 | $6.0M | 179k | 33.47 | |
| Klaviyo Com Ser A (KVYO) | 0.5 | $5.4M | 161k | 33.58 | |
| Generac Holdings (GNRC) | 0.5 | $5.4M | 38k | 143.21 | |
| Healthequity (HQY) | 0.2 | $1.8M | 17k | 104.76 | |
| Qxo Com New (QXO) | 0.1 | $1.5M | 69k | 21.54 |
