GOODNOW INVESTMENT GROUP, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.1T
Holdings
24
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 751,033 | $253.1B | 23.58% | |
| 2 | GDDYGODADDY INC | 696,614 | $125.4B | 11.69% | |
| 3 | FOURSHIFT4 PMTS INC | 856,422 | $84.9B | 7.91% | |
| 4 | EXPEEXPEDIA GROUP INC | 408,190 | $68.9B | 6.42% | |
| 5 | CACCCREDIT ACCEP CORP MICH | 134,311 | $68.4B | 6.38% | |
| 6 | TPDSOMNIGROUP INTERNATIONAL INC | 822,127 | $55.9B | 5.21% | |
| 7 | APTVAPTIV PLC | 779,160 | $53.2B | 4.95% | |
| 8 | PYPLPAYPAL HLDGS INC | 707,922 | $52.6B | 4.90% | |
| 9 | SUXTD SYNNEX CORPORATION | 358,106 | $48.6B | 4.53% | |
| 10 | APOAPOLLO GLOBAL MGMT INC | 269,730 | $38.3B | 3.57% | |
| 11 | WWAYFAIR INC | 675,868 | $34.6B | 3.22% | |
| 12 | CNMCORE & MAIN INC | 559,940 | $33.8B | 3.15% | |
| 13 | IRINGERSOLL RAND INC | 353,456 | $29.4B | 2.74% | |
| 14 | YELPYELP INC | 750,380 | $25.7B | 2.40% | |
| 15 | T7DTRANSDIGM GROUP INC | 14,327 | $21.8B | 2.03% | |
| 16 | CARTMAPLEBEAR INC | 429,387 | $19.4B | 1.81% | |
| 17 | DKNGDRAFTKINGS INC NEW | 357,890 | $15.3B | 1.43% | |
| 18 | GILGILDAN ACTIVEWEAR INC | 267,392 | $13.2B | 1.23% | |
| 19 | BLNDBLEND LABS INC | 3,267,208 | $10.8B | 1.00% | |
| 20 | CARGCARGURUS INC | 179,446 | $6.0B | 0.56% | |
| 21 | KVYOKLAVIYO INC | 161,400 | $5.4B | 0.50% | |
| 22 | GNRCGENERAC HLDGS INC | 37,570 | $5.4B | 0.50% | |
| 23 | HQYHEALTHEQUITY INC | 16,790 | $1.8B | 0.16% | |
| 24 | QXOQXO INC | 68,760 | $1.5B | 0.14% |