GOODNOW INVESTMENT GROUP, LLC
CIK: 0001362255Latest portfolio: $1.1B · Q4 2025
Holdings
22
Total Value
$1.1B
New Positions
2
Closed Positions
3
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 710,091 | $299.7M | 27.96% | +59K | |
| 2 | GDDYGODADDY INC | 741,749 | $92.0M | 8.59% | +13K | |
| 3 | EXPEEXPEDIA GROUP INC | 263,071 | $74.5M | 6.95% | -81,839 | |
| 4 | WWAYFAIR INC | 632,952 | $63.6M | 5.93% | -16,696 | |
| 5 | CARTMAPLEBEAR INC | 1,377,881 | $62.0M | 5.78% | +132K | |
| 6 | APTVAPTIV PLC | 752,363 | $57.2M | 5.34% | -13,637 | |
| 7 | TPDSOMNIGROUP INTERNATIONAL INC | 639,895 | $57.1M | 5.33% | -14,942 | |
| 8 | FOURSHIFT4 PMTS INC | 851,200 | $53.6M | 5.00% | -16,892 | |
| 9 | CACCCREDIT ACCEP CORP MICH | 116,791 | $51.8M | 4.83% | -2,810 | |
| 10 | CNMCORE & MAIN INC | 760,839 | $39.5M | 3.69% | +117K | |
| 11 | PYPLPAYPAL HLDGS INC | 672,559 | $39.3M | 3.66% | -114,573 | |
| 12 | APOAPOLLO GLOBAL MGMT INC | 255,821 | $37.0M | 3.45% | -5,759 | |
| 13 | IRINGERSOLL RAND INC | 343,778 | $27.2M | 2.54% | -5,648 | |
| 14 | GILGILDAN ACTIVEWEAR INC | 343,927 | $21.5M | 2.00% | -7,309 | |
| 15 | T7DTRANSDIGM GROUP INC | 15,442 | $20.5M | 1.92% | +1K | |
| 16 | YELPYELP INC | 637,180 | $19.4M | 1.81% | -72,570 | |
| 17 | SNSHARKNINJA INC | 147,543 | $16.5M | 1.54% | NEW | |
| 18 | ITGARTNER INC | 48,383 | $12.2M | 1.14% | -847 | |
| 19 | KVYOKLAVIYO INC | 374,549 | $12.2M | 1.13% | -9,801 | |
| 20 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 29,489 | $7.2M | 0.67% | NEW | |
| 21 | CARGCARGURUS INC | 170,978 | $6.6M | 0.61% | -3,668 | |
| 22 | QXOQXO INC | 68,620 | $1.3M | 0.12% | -300 |
Quarterly Changes
Sector Breakdown
Consumer Cyclical0.0% ($2.9967274530635544e+30T)
Technology0.0% ($920365360012206.1T)
Financial Services0.0% ($517923.9T)
Industrials0.0% ($39540.3T)
Unknown0.0% ($5.7T)
Communication Services0.0% ($19.4M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $1.1B | 22 |
| Q3 2025 | Nov 14, 2025 | $1.0T | 23 |
| Q2 2025 | Aug 14, 2025 | $1.1T | 24 |
| Q1 2025 | May 15, 2025 | $927.5B | 23 |
| Q4 2024 | Feb 14, 2025 | $1.0T | 27 |
| Q3 2024 | Nov 14, 2024 | $942.9T | 24 |
| Q2 2024 | Aug 14, 2024 | $864.1T | 23 |
| Q1 2024 | May 15, 2024 | $833.1T | 26 |
| Q4 2023 | Feb 14, 2024 | $711.5T | 25 |
| Q3 2023 | Nov 14, 2023 | $593.6T | 22 |
| Q2 2023 | Aug 14, 2023 | $695.0T | 20 |
| Q1 2023 | May 15, 2023 | $611.7T | 18 |
| Q4 2022 | Feb 14, 2023 | $623.8T | 17 |
| Q3 2022 | Nov 14, 2022 | $594.7B | 17 |
| Q2 2022 | Aug 15, 2022 | $649.4B | 20 |
| Q1 2022 | May 16, 2022 | $945.5B | 21 |
| Q4 2021 | Feb 14, 2022 | $1.2T | 20 |
| Q3 2021 | Nov 15, 2021 | $1.2T | 22 |
| Q2 2021 | Aug 16, 2021 | $1.2T | 20 |
| Q1 2021 | May 17, 2021 | $1.1T | 20 |
| Q4 2020 | Feb 12, 2021 | $991.2B | 20 |
| Q3 2020 | Nov 16, 2020 | $883.9B | 22 |
| Q2 2020 | Aug 14, 2020 | $840.8B | 25 |
| Q1 2020 | May 15, 2020 | $525.4B | 26 |
| Q4 2019 | Feb 14, 2020 | $746.7B | 23 |
| Q3 2019 | Nov 14, 2019 | $704.4B | 21 |
| Q2 2019 | Aug 14, 2019 | $753.4B | 24 |
| Q1 2019 | May 15, 2019 | $724.6B | 26 |
| Q4 2018 | Feb 14, 2019 | $530.5B | 25 |
| Q3 2018 | Nov 14, 2018 | $686.5B | 27 |
| Q2 2018 | Aug 14, 2018 | $627.7B | 31 |
| Q1 2018 | May 15, 2018 | $533.7B | 30 |
| Q4 2017 | Feb 14, 2018 | $546.2B | 26 |
| Q3 2017 | Nov 14, 2017 | $485.2B | 23 |
| Q2 2017 | Aug 14, 2017 | $477.6B | 24 |
| Q1 2017 | May 15, 2017 | $435.4B | 21 |
| Q4 2016 | Feb 13, 2017 | $448.7B | 24 |
| Q3 2016 | Nov 14, 2016 | $422.1B | 22 |
| Q2 2016 | Aug 15, 2016 | $429.4B | 26 |
| Q1 2016 | May 16, 2016 | $460.9B | 29 |
Fund Information
GOODNOW INVESTMENT GROUP, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 22 holdings. The largest position is CARVANA CO (CVNA), representing 28.0% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.