13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003058
Total Value
$927.5M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 860,553 | $179.9M | 19.40% |
| 2 | GODADDY INC | GDDY | 700,884 | $126.3M | 13.61% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 134,311 | $69.4M | 7.48% |
| 4 | SHIFT4 PMTS INC | 82452J109 | 807,382 | $66.0M | 7.11% |
| 5 | EXPEDIA GROUP INC | EXPE | 378,180 | $63.6M | 6.85% |
| 6 | TD SYNNEX CORPORATION | SNX | 575,086 | $59.8M | 6.45% |
| 7 | APTIV PLC | APTV | 839,580 | $50.0M | 5.39% |
| 8 | SOMNIGROUP INTERNATIONAL INC | SGI | 831,427 | $49.8M | 5.37% |
| 9 | PAYPAL HLDGS INC | PYPL | 755,442 | $49.3M | 5.31% |
| 10 | APOLLO GLOBAL MGMT INC | 03769M106 | 228,980 | $31.4M | 3.38% |
| 11 | INGERSOLL RAND INC | IR | 360,216 | $28.8M | 3.11% |
| 12 | YELP INC | YELP | 754,490 | $27.9M | 3.01% |
| 13 | CORE & MAIN INC | CNM | 567,480 | $27.4M | 2.96% |
| 14 | TRANSDIGM GROUP INC | TDG | 14,687 | $20.3M | 2.19% |
| 15 | WAYFAIR INC | W | 566,778 | $18.2M | 1.96% |
| 16 | WILLSCOT HLDGS CORP | WSC | 615,518 | $17.1M | 1.84% |
| 17 | GILDAN ACTIVEWEAR INC | GIL | 270,462 | $12.0M | 1.29% |
| 18 | BLEND LABS INC | BLND | 3,307,638 | $11.1M | 1.19% |
| 19 | CARGURUS INC | CARG | 181,556 | $5.3M | 0.57% |
| 20 | GENERAC HLDGS INC | GNRC | 37,820 | $4.8M | 0.52% |
| 21 | INSTALLED BLDG PRODS INC | 45780R101 | 27,460 | $4.7M | 0.51% |
| 22 | ETSY INC | ETSY | 67,232 | $3.2M | 0.34% |
| 23 | HEALTHEQUITY INC | HQY | 17,000 | $1.5M | 0.16% |