13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006794
Total Value
$1.04B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 651,263 | $245.7M | 23.51% |
| 2 | GODADDY INC | GDDY | 729,084 | $99.8M | 9.55% |
| 3 | EXPEDIA GROUP INC | EXPE | 344,910 | $73.7M | 7.06% |
| 4 | SHIFT4 PMTS INC | 82452J109 | 868,092 | $67.2M | 6.43% |
| 5 | APTIV PLC | APTV | 766,000 | $66.0M | 6.32% |
| 6 | WAYFAIR INC | W | 649,648 | $58.0M | 5.55% |
| 7 | CREDIT ACCEP CORP MICH | 225310101 | 119,601 | $55.8M | 5.34% |
| 8 | SOMNIGROUP INTERNATIONAL INC | SGI | 654,837 | $55.2M | 5.29% |
| 9 | PAYPAL HLDGS INC | PYPL | 787,132 | $52.8M | 5.05% |
| 10 | MAPLEBEAR INC | CART | 1,246,158 | $45.8M | 4.38% |
| 11 | APOLLO GLOBAL MGMT INC | 03769M106 | 261,580 | $34.9M | 3.34% |
| 12 | CORE & MAIN INC | CNM | 643,740 | $34.7M | 3.32% |
| 13 | INGERSOLL RAND INC | IR | 349,426 | $28.9M | 2.76% |
| 14 | YELP INC | YELP | 709,750 | $22.1M | 2.12% |
| 15 | TD SYNNEX CORPORATION | SNX | 124,606 | $20.4M | 1.95% |
| 16 | GILDAN ACTIVEWEAR INC | GIL | 351,236 | $20.3M | 1.94% |
| 17 | TRANSDIGM GROUP INC | TDG | 14,347 | $18.9M | 1.81% |
| 18 | GARTNER INC | IT | 49,230 | $12.9M | 1.24% |
| 19 | BLEND LABS INC | BLND | 3,189,018 | $11.6M | 1.11% |
| 20 | KLAVIYO INC | KVYO | 384,350 | $10.6M | 1.02% |
| 21 | CARGURUS INC | CARG | 174,646 | $6.5M | 0.62% |
| 22 | HEALTHEQUITY INC | HQY | 16,340 | $1.5M | 0.15% |
| 23 | QXO INC | QXO-PB | 68,920 | $1.3M | 0.13% |