GOODNOW INVESTMENT GROUP, LLC 13F Holdings

CIK 0001362255 · Darien, CT

As of Sep 30, 2025, GOODNOW INVESTMENT GROUP, LLC reported 23 positions worth .0B in its SEC Form 13F filing.

Top 23 holdings

SecurityTickerSectorSharesValue% of portfolio
CARVANA COCVNAConsumer Cyclical651,263$245.7M23.51%
GODADDY INCGDDYTechnology729,084$99.8M9.55%
EXPEDIA GROUP INCEXPEIndustrials344,910$73.7M7.06%
SHIFT4 PAYMENTS INCFOURTechnology868,092$67.2M6.43%
APTIV PLCAPTVConsumer Cyclical766,000$66.0M6.32%
WAYFAIR INCWConsumer Cyclical649,648$58.0M5.55%
CREDIT ACCEPTANCE CORPCACCFinancial Services119,601$55.8M5.34%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical654,837$55.2M5.29%
PAYPAL HOLDINGS INCPYPLFinancial Services787,132$52.8M5.05%
INSTACART (MAPLEBEAR INC)CARTConsumer Cyclical1,246,158$45.8M4.38%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services261,580$34.9M3.34%
CORE & MAIN INCCNMIndustrials643,740$34.7M3.32%
INGERSOLL RAND INCIRIndustrials349,426$28.9M2.76%
YELP INCYELPCommunication Services709,750$22.1M2.12%
TD SYNNEX CORPSNXTechnology124,606$20.4M1.95%
GILDAN ACTIVEWEAR INCGILConsumer Cyclical351,236$20.3M1.94%
TRANSDIGM GROUP INCTDGIndustrials14,347 8.9M1.81%
GARTNER INCITTechnology49,230 2.9M1.24%
BLEND LABS INCBLNDTechnology3,189,018 1.6M1.11%
KLAVIYO INCKVYOTechnology384,350 0.6M1.02%
CARGURUS INCCARGConsumer Cyclical174,646$6.5M0.62%
HEALTHEQUITY INCHQYHealthcare16,340 .5M0.15%
QXO INCQXOTechnology68,920 .3M0.13%