Goodnow Investment Group as of Sept. 30, 2025
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 | 651k | 377.24 | |
| Godaddy Cl A (GDDY) | 9.5 | $100M | 729k | 136.83 | |
| Expedia Group Com New (EXPE) | 7.1 | $74M | 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 | 650k | 89.33 | |
| Credit Acceptance (CACC) | 5.3 | $56M | 120k | 466.93 | |
| Tempur-Pedic International (SGI) | 5.3 | $55M | 655k | 84.33 | |
| Paypal Holdings (PYPL) | 5.1 | $53M | 787k | 67.06 | |
| Maplebear (CART) | 4.4 | $46M | 1.2M | 36.76 | |
| Apollo Global Mgmt (APO) | 3.3 | $35M | 262k | 133.27 | |
| Core & Main Cl A (CNM) | 3.3 | $35M | 644k | 53.83 | |
| Ingersoll Rand (IR) | 2.8 | $29M | 349k | 82.62 | |
| Ye Cl A (YELP) | 2.1 | $22M | 710k | 31.20 | |
| SYNNEX Corporation (SNX) | 2.0 | $20M | 125k | 163.75 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.9 | $20M | 351k | 57.80 | |
| TransDigm Group Incorporated (TDG) | 1.8 | $19M | 14k | 1318.02 | |
| Gartner (IT) | 1.2 | $13M | 49k | 262.87 | |
| Blend Labs Cl A (BLND) | 1.1 | $12M | 3.2M | 3.65 | |
| Klaviyo Com Ser A (KVYO) | 1.0 | $11M | 384k | 27.69 | |
| Cargurus Com Cl A (CARG) | 0.6 | $6.5M | 175k | 37.23 | |
| Healthequity (HQY) | 0.1 | $1.5M | 16k | 94.77 | |
| Qxo Com New (QXO) | 0.1 | $1.3M | 69k | 19.06 |
