GOODNOW INVESTMENT GROUP, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.1B
Holdings
22
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 710,091 | $299.7M | 27.96% | |
| 2 | GDDYGODADDY INC | 741,749 | $92.0M | 8.59% | |
| 3 | EXPEEXPEDIA GROUP INC | 263,071 | $74.5M | 6.95% | |
| 4 | WWAYFAIR INC | 632,952 | $63.6M | 5.93% | |
| 5 | CARTMAPLEBEAR INC | 1,377,881 | $62.0M | 5.78% | |
| 6 | APTVAPTIV PLC | 752,363 | $57.2M | 5.34% | |
| 7 | TPDSOMNIGROUP INTERNATIONAL INC | 639,895 | $57.1M | 5.33% | |
| 8 | FOURSHIFT4 PMTS INC | 851,200 | $53.6M | 5.00% | |
| 9 | CACCCREDIT ACCEP CORP MICH | 116,791 | $51.8M | 4.83% | |
| 10 | CNMCORE & MAIN INC | 760,839 | $39.5M | 3.69% | |
| 11 | PYPLPAYPAL HLDGS INC | 672,559 | $39.3M | 3.66% | |
| 12 | APOAPOLLO GLOBAL MGMT INC | 255,821 | $37.0M | 3.45% | |
| 13 | IRINGERSOLL RAND INC | 343,778 | $27.2M | 2.54% | |
| 14 | GILGILDAN ACTIVEWEAR INC | 343,927 | $21.5M | 2.00% | |
| 15 | T7DTRANSDIGM GROUP INC | 15,442 | $20.5M | 1.92% | |
| 16 | YELPYELP INC | 637,180 | $19.4M | 1.81% | |
| 17 | SNSHARKNINJA INC | 147,543 | $16.5M | 1.54% | |
| 18 | ITGARTNER INC | 48,383 | $12.2M | 1.14% | |
| 19 | KVYOKLAVIYO INC | 374,549 | $12.2M | 1.13% | |
| 20 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 29,489 | $7.2M | 0.67% | |
| 21 | CARGCARGURUS INC | 170,978 | $6.6M | 0.61% | |
| 22 | QXOQXO INC | 68,620 | $1.3M | 0.12% |