GOODNOW INVESTMENT GROUP, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.0T
Holdings
23
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 651,263 | $245.7B | 23.51% | |
| 2 | GDDYGODADDY INC | 729,084 | $99.8B | 9.55% | |
| 3 | EXPEEXPEDIA GROUP INC | 344,910 | $73.7B | 7.06% | |
| 4 | FOURSHIFT4 PMTS INC | 868,092 | $67.2B | 6.43% | |
| 5 | APTVAPTIV PLC | 766,000 | $66.0B | 6.32% | |
| 6 | WWAYFAIR INC | 649,648 | $58.0B | 5.55% | |
| 7 | CACCCREDIT ACCEP CORP MICH | 119,601 | $55.8B | 5.34% | |
| 8 | TPDSOMNIGROUP INTERNATIONAL INC | 654,837 | $55.2B | 5.29% | |
| 9 | PYPLPAYPAL HLDGS INC | 787,132 | $52.8B | 5.05% | |
| 10 | CARTMAPLEBEAR INC | 1,246,158 | $45.8B | 4.38% | |
| 11 | APOAPOLLO GLOBAL MGMT INC | 261,580 | $34.9B | 3.34% | |
| 12 | CNMCORE & MAIN INC | 643,740 | $34.7B | 3.32% | |
| 13 | IRINGERSOLL RAND INC | 349,426 | $28.9B | 2.76% | |
| 14 | YELPYELP INC | 709,750 | $22.1B | 2.12% | |
| 15 | SUXTD SYNNEX CORPORATION | 124,606 | $20.4B | 1.95% | |
| 16 | GILGILDAN ACTIVEWEAR INC | 351,236 | $20.3B | 1.94% | |
| 17 | T7DTRANSDIGM GROUP INC | 14,347 | $18.9B | 1.81% | |
| 18 | ITGARTNER INC | 49,230 | $12.9B | 1.24% | |
| 19 | BLNDBLEND LABS INC | 3,189,018 | $11.6B | 1.11% | |
| 20 | KVYOKLAVIYO INC | 384,350 | $10.6B | 1.02% | |
| 21 | CARGCARGURUS INC | 174,646 | $6.5B | 0.62% | |
| 22 | HQYHEALTHEQUITY INC | 16,340 | $1.5B | 0.15% | |
| 23 | QXOQXO INC | 68,920 | $1.3B | 0.13% |