Goodnow Investment Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 23Value: $927.5MLatest: 2025Q1

GOODNOW INVESTMENT GROUP, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 23 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GIL",
  null,
  "EXPE",
  "ETSY",
  "HQY",
  "PYPL",
  "TDG",
  "GDDY",
  "APTV",
  "SNX",
  "GNRC",
  "IR",
  "FOUR",
  "IBP",
  "W",
  "WSC",
  "YELP",
  "CACC",
  "BLND",
  "CVNA",
  "CARG",
  "CNM",
  "APO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 23
Total Value: 927517426
Accession Number: 0000919574-25-003058
Form Type: 13F-HR
CIK: goodnow-investment-group
Manager Name: Goodnow-Investment-Group

Data Enrichment

96% identified

22 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $927,517.426K total value

23 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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CARVANA CO.

CVNA|146869102

Shares:860.6K

Value:$179.9M

GoDaddy Inc.

GDDY|380237107

Shares:700.9K

Value:$126.3M

CREDIT ACCEPTANCE CORP

CACC|225310101

Shares:134.3K

Value:$69.4M

Shift4 Payments, Inc.

FOUR|82452J109

Shares:807.4K

Value:$66.0M

Expedia Group, Inc.

EXPE|30212P303

Shares:378.2K

Value:$63.6M

TD SYNNEX CORP

SNX|87162W100

Shares:575.1K

Value:$59.8M

Aptiv PLC

APTV|G3265R107

Shares:839.6K

Value:$50.0M

88023U101

Shares:831.4K

Value:$49.8M

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:755.4K

Value:$49.3M

Apollo Global Management, Inc.

APO|03769M106

Shares:229.0K

Value:$31.4M

Ingersoll Rand Inc.

IR|45687V106

Shares:360.2K

Value:$28.8M

YELP INC

YELP|985817105

Shares:754.5K

Value:$27.9M

Core & Main, Inc.

CNM|21874C102

Shares:567.5K

Value:$27.4M

TransDigm Group INC

TDG|893641100

Shares:14.7K

Value:$20.3M

Wayfair Inc.

W|94419L101

Shares:566.8K

Value:$18.2M

WillScot Holdings Corp

WSC|971378104

Shares:615.5K

Value:$17.1M

Gildan Activewear Inc.

GIL|375916103

Shares:270.5K

Value:$12.0M

Blend Labs, Inc.

BLND|09352U108

Shares:3.3M

Value:$11.1M

CarGurus, Inc.

CARG|141788109

Shares:181.6K

Value:$5.3M

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:37.8K

Value:$4.8M

Instrument	Shares		Other Manager	Value
CARVANA CO.(CVNAcusip146869102)	860.6K	QoQ +14.80% (+110.9K) YoY -34.98% (-463.1K)	All Managers (Combined)	$179.9M	QoQ +18.02% (+$27.5M) YoY +54.62% (-$63.6M)
GoDaddy Inc.(GDDYcusip380237107)	700.9K	QoQ -10.63% (-83.4K) YoY -24.19% (-223.7K)	All Managers (Combined)	$126.3M	QoQ -18.43% (-$28.5M) YoY +15.05% (-$16.5M)
CREDIT ACCEPTANCE CORP(CACCcusip225310101)	134.3K	QoQ +5.91% (+7.5K) YoY +81.67% (+60.4K)	All Managers (Combined)	$69.4M	QoQ +16.49% (+$9.8M) YoY +70.07% (+$28.6M)
Shift4 Payments, Inc.(FOURcusip82452J109)	807.4K	QoQ +20.64% (-138.2K) YoY +1928.08% (+767.6K)	All Managers (Combined)	$66.0M	QoQ -5.01% (-$3.5M) YoY +2408.17% (+$63.3M)
Expedia Group, Inc.(EXPEcusip30212P303)	378.2K	QoQ -0.14% (-540) YoY +209.22% (+255.9K)	All Managers (Combined)	$63.6M	QoQ -9.91% (-$7.0M) YoY +277.35% (+$46.7M)
TD SYNNEX CORP(SNXcusip87162W100)	575.1K	QoQ -2.56% (-15.1K) YoY +8.07% (-43.0K)	All Managers (Combined)	$59.8M	QoQ -13.62% (-$9.4M) YoY -0.65% (-$394.1K)
Aptiv PLC(APTVcusipG3265R107)	839.6K	QoQ -3.56% (-31.1K) YoY NEW(+839.6K)	All Managers (Combined)	$50.0M	QoQ -5.13% (-$2.7M) YoY NEW(+$50.0M)
(cusip88023U101)✕	831.4K	QoQ 0.00% (-50) YoY +0.92% (+7.6K)	All Managers (Combined)	$49.8M	QoQ +5.62% (-$2.6M) YoY +6.35% (+$3.0M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	755.4K	QoQ +4.13% (-30.0K) YoY +19.62% (+123.9K)	All Managers (Combined)	$49.3M	QoQ -20.39% (-$12.6M) YoY +16.51% (+$7.0M)
Apollo Global Management, Inc.(APOcusip03769M106)	229.0K	QoQ -0.87% (-2.0K) YoY -49.48% (-224.3K)	All Managers (Combined)	$31.4M	QoQ -17.81% (-$6.8M) YoY -38.48% (-$19.6M)
Ingersoll Rand Inc.(IRcusip45687V106)	360.2K	QoQ -0.31% (-1.1K) YoY -35.79% (-200.8K)	All Managers (Combined)	$28.8M	QoQ -11.80% (-$3.9M) YoY -45.88% (-$24.4M)
YELP INC(YELPcusip985817105)	754.5K	QoQ +1.13% (-8.4K) YoY +16.00% (+104.1K)	All Managers (Combined)	$27.9M	QoQ -3.23% (-$933.4K) YoY +9.02% (+$2.3M)
Core & Main, Inc.(CNMcusip21874C102)	567.5K	QoQ +5.31% (-28.6K) YoY NEW(+567.5K)	All Managers (Combined)	$27.4M	QoQ -0.06% (-$16.9K) YoY NEW(+$27.4M)
TransDigm Group INC(TDGcusip893641100)	14.7K	QoQ -10.48% (-1.7K) YoY -32.95% (-7.2K)	All Managers (Combined)	$20.3M	QoQ -2.28% (-$475.9K) YoY -24.70% (-$6.7M)
Wayfair Inc.(Wcusip94419L101)	566.8K	QoQ +0.72% (-4.1K) YoY +56.51% (-204.7K)	All Managers (Combined)	$18.2M	QoQ -27.20% (-$6.8M) YoY -26.14% (-$6.4M)
WillScot Holdings Corp(WSCcusip971378104)	615.5K	QoQ -1.29% (-8.1K) YoY +73.09% (+259.9K)	All Managers (Combined)	$17.1M	QoQ -17.96% (-$3.7M) YoY +3.48% (+$576.5K)
Gildan Activewear Inc.(GILcusip375916103)	270.5K	QoQ -25.55% (-92.8K) YoY -7.30% (-21.3K)	All Managers (Combined)	$12.0M	QoQ -30.03% (-$5.1M) YoY +10.40% (-$1.1M)
Blend Labs, Inc.(BLNDcusip09352U108)	3.3M	QoQ +5.92% (-185.0K) YoY NEW(+3.3M)	All Managers (Combined)	$11.1M	QoQ -15.71% (-$2.1M) YoY NEW(+$11.1M)
CarGurus, Inc.(CARGcusip141788109)	181.6K	QoQ -0.06% (-120) YoY +32.22% (+44.3K)	All Managers (Combined)	$5.3M	QoQ -20.33% (-$1.3M) YoY +66.88% (+$2.1M)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	37.8K	QoQ -0.47% (-180) YoY -4.13% (-1.6K)	All Managers (Combined)	$4.8M	QoQ -18.70% (-$1.1M) YoY -3.74% (-$186.3K)