Institutional Manager · CIK 0001362255
GOODNOW INVESTMENT GROUP, LLC
Darien, CT · File #028-11908
Latest AUM
$1.07B
Positions
22
Top-10 Concentration
79.4%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | CARVANA CO | CVNA | +58,828 | +$24.8M | +$29.2M |
| REDUCE | EXPEDIA GROUP INC | EXPE | -81,839 | -$23.2M | +$24.0M |
| EXITED | TD SYNNEX CORPORATION | 87162W100 | -124,606 | -$20.4M | $0 |
| NEW | SHARKNINJA INC | SN | +147,543 | +$16.5M | $0 |
| EXITED | BLEND LABS INC | 09352U108 | -3,189,018 | -$11.6M | $0 |
| NEW | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | +29,489 | +$7.2M | $0 |
| REDUCE | PAYPAL HLDGS INC | PYPL | -114,573 | -$6.7M | -$6.8M |
| ADD | CORE & MAIN INC | CNM | +117,099 | +$6.1M | -$1.2M |
| ADD | MAPLEBEAR INC | CART | +131,723 | +$5.9M | +$10.2M |
| REDUCE | YELP INC | YELP | -72,570 | -$2.2M | -$574,898 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202522 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Sep 202523 pos · $1.04B
- 13F HOLDINGS REPORTQ/E Jun 202524 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Mar 202523 pos · $927.5M
- 13F HOLDINGS REPORTQ/E Dec 202427 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Sep 202424 pos · $942.9M
- 13F HOLDINGS REPORTQ/E Jun 202423 pos · $864.1M
- 13F HOLDINGS REPORTQ/E Mar 202426 pos · $833.1M
- 13F HOLDINGS REPORTQ/E Dec 202322 pos · $593.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 710,091 | $299.7M | 27.96% |
| 2 | GODADDY INC | GDDY | 741,749 | $92.0M | 8.59% |
| 3 | EXPEDIA GROUP INC | EXPE | 263,071 | $74.5M | 6.95% |
| 4 | WAYFAIR INC | W | 632,952 | $63.6M | 5.93% |
| 5 | MAPLEBEAR INC | CART | 1,377,881 | $62.0M | 5.78% |
| 6 | APTIV PLC | APTV | 752,363 | $57.2M | 5.34% |
| 7 | SOMNIGROUP INTERNATIONAL INC | SGI | 639,895 | $57.1M | 5.33% |
| 8 | SHIFT4 PMTS INC | 82452J109 | 851,200 | $53.6M | 5.00% |
| 9 | CREDIT ACCEP CORP MICH | 225310101 | 116,791 | $51.8M | 4.83% |
| 10 | CORE & MAIN INC | CNM | 760,839 | $39.5M | 3.69% |
| 11 | PAYPAL HLDGS INC | PYPL | 672,559 | $39.3M | 3.66% |
| 12 | APOLLO GLOBAL MGMT INC | 03769M106 | 255,821 | $37.0M | 3.45% |
| 13 | INGERSOLL RAND INC | IR | 343,778 | $27.2M | 2.54% |
| 14 | GILDAN ACTIVEWEAR INC | GIL | 343,927 | $21.5M | 2.00% |
| 15 | TRANSDIGM GROUP INC | TDG | 15,442 | $20.5M | 1.92% |
| 16 | YELP INC | YELP | 637,180 | $19.4M | 1.81% |
| 17 | SHARKNINJA INC | SN | 147,543 | $16.5M | 1.54% |
| 18 | GARTNER INC | IT | 48,383 | $12.2M | 1.14% |
| 19 | KLAVIYO INC | KVYO | 374,549 | $12.2M | 1.13% |
| 20 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 29,489 | $7.2M | 0.67% |