GOODNOW INVESTMENT GROUP, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$927.5B
Holdings
23
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 860,553 | $179.9B | 19.40% | |
| 2 | GDDYGODADDY INC | 700,884 | $126.3B | 13.61% | |
| 3 | CACCCREDIT ACCEP CORP MICH | 134,311 | $69.4B | 7.48% | |
| 4 | FOURSHIFT4 PMTS INC | 807,382 | $66.0B | 7.11% | |
| 5 | EXPEEXPEDIA GROUP INC | 378,180 | $63.6B | 6.85% | |
| 6 | SUXTD SYNNEX CORPORATION | 575,086 | $59.8B | 6.45% | |
| 7 | APTVAPTIV PLC | 839,580 | $50.0B | 5.39% | |
| 8 | TPDSOMNIGROUP INTERNATIONAL INC | 831,427 | $49.8B | 5.37% | |
| 9 | PYPLPAYPAL HLDGS INC | 755,442 | $49.3B | 5.31% | |
| 10 | APOAPOLLO GLOBAL MGMT INC | 228,980 | $31.4B | 3.38% | |
| 11 | IRINGERSOLL RAND INC | 360,216 | $28.8B | 3.11% | |
| 12 | YELPYELP INC | 754,490 | $27.9B | 3.01% | |
| 13 | CNMCORE & MAIN INC | 567,480 | $27.4B | 2.96% | |
| 14 | T7DTRANSDIGM GROUP INC | 14,687 | $20.3B | 2.19% | |
| 15 | WWAYFAIR INC | 566,778 | $18.2B | 1.96% | |
| 16 | WSCWILLSCOT HLDGS CORP | 615,518 | $17.1B | 1.84% | |
| 17 | GILGILDAN ACTIVEWEAR INC | 270,462 | $12.0B | 1.29% | |
| 18 | BLNDBLEND LABS INC | 3,307,638 | $11.1B | 1.19% | |
| 19 | CARGCARGURUS INC | 181,556 | $5.3B | 0.57% | |
| 20 | GNRCGENERAC HLDGS INC | 37,820 | $4.8B | 0.52% | |
| 21 | IBPINSTALLED BLDG PRODS INC | 27,460 | $4.7B | 0.51% | |
| 22 | ETSYETSY INC | 67,232 | $3.2B | 0.34% | |
| 23 | HQYHEALTHEQUITY INC | 17,000 | $1.5B | 0.16% |