Goodnow Investment Group as of Dec. 31, 2025
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 | 710k | 422.02 | |
| Godaddy Cl A (GDDY) | 8.6 | $92M | 742k | 124.08 | |
| Expedia Group Com New (EXPE) | 7.0 | $75M | 263k | 283.31 | |
| Wayfair Cl A (W) | 5.9 | $64M | 633k | 100.41 | |
| Maplebear (CART) | 5.8 | $62M | 1.4M | 44.98 | |
| Aptiv Com Shs (APTV) | 5.3 | $57M | 752k | 76.09 | |
| Tempur-Pedic International (SGI) | 5.3 | $57M | 640k | 89.28 | |
| Shift4 Pmts Cl A (FOUR) | 5.0 | $54M | 851k | 62.97 | |
| Credit Acceptance (CACC) | 4.8 | $52M | 117k | 443.46 | |
| Core & Main Cl A (CNM) | 3.7 | $40M | 761k | 51.97 | |
| Paypal Holdings (PYPL) | 3.7 | $39M | 673k | 58.38 | |
| Apollo Global Mgmt (APO) | 3.5 | $37M | 256k | 144.76 | |
| Ingersoll Rand (IR) | 2.5 | $27M | 344k | 79.22 | |
| Gildan Activewear Inc Com Cad (GIL) | 2.0 | $22M | 344k | 62.46 | |
| TransDigm Group Incorporated (TDG) | 1.9 | $21M | 15k | 1329.85 | |
| Ye Cl A (YELP) | 1.8 | $19M | 637k | 30.39 | |
| Sharkninja Com Shs (SN) | 1.5 | $17M | 148k | 111.90 | |
| Gartner (IT) | 1.1 | $12M | 48k | 252.28 | |
| Klaviyo Com Ser A (KVYO) | 1.1 | $12M | 375k | 32.47 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.7 | $7.2M | 30k | 242.82 | |
| Cargurus Com Cl A (CARG) | 0.6 | $6.6M | 171k | 38.35 | |
| Qxo Com New (QXO) | 0.1 | $1.3M | 69k | 19.29 |
