13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004654
Total Value
$1.07B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 751,033 | $253.1M | 23.58% |
| 2 | GODADDY INC | GDDY | 696,614 | $125.4M | 11.69% |
| 3 | SHIFT4 PMTS INC | 82452J109 | 856,422 | $84.9M | 7.91% |
| 4 | EXPEDIA GROUP INC | EXPE | 408,190 | $68.9M | 6.42% |
| 5 | CREDIT ACCEP CORP MICH | 225310101 | 134,311 | $68.4M | 6.38% |
| 6 | SOMNIGROUP INTERNATIONAL INC | SGI | 822,127 | $55.9M | 5.21% |
| 7 | APTIV PLC | APTV | 779,160 | $53.2M | 4.95% |
| 8 | PAYPAL HLDGS INC | PYPL | 707,922 | $52.6M | 4.90% |
| 9 | TD SYNNEX CORPORATION | SNX | 358,106 | $48.6M | 4.53% |
| 10 | APOLLO GLOBAL MGMT INC | 03769M106 | 269,730 | $38.3M | 3.57% |
| 11 | WAYFAIR INC | W | 675,868 | $34.6M | 3.22% |
| 12 | CORE & MAIN INC | CNM | 559,940 | $33.8M | 3.15% |
| 13 | INGERSOLL RAND INC | IR | 353,456 | $29.4M | 2.74% |
| 14 | YELP INC | YELP | 750,380 | $25.7M | 2.40% |
| 15 | TRANSDIGM GROUP INC | TDG | 14,327 | $21.8M | 2.03% |
| 16 | MAPLEBEAR INC | CART | 429,387 | $19.4M | 1.81% |
| 17 | DRAFTKINGS INC NEW | DKNG | 357,890 | $15.3M | 1.43% |
| 18 | GILDAN ACTIVEWEAR INC | GIL | 267,392 | $13.2M | 1.23% |
| 19 | BLEND LABS INC | BLND | 3,267,208 | $10.8M | 1.00% |
| 20 | CARGURUS INC | CARG | 179,446 | $6.0M | 0.56% |
| 21 | KLAVIYO INC | KVYO | 161,400 | $5.4M | 0.50% |
| 22 | GENERAC HLDGS INC | GNRC | 37,570 | $5.4M | 0.50% |
| 23 | HEALTHEQUITY INC | HQY | 16,790 | $1.8M | 0.16% |
| 24 | QXO INC | QXO-PB | 68,760 | $1.5M | 0.14% |