Q2 2025 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2025-08-14 · accession 0000919574-25-004654
$1.07B
Reported value
24
Positions
2025-06-30
Period end
The Brief · GOODNOW INVESTMENT GROUP, LLC · Q2 2025
AI · grounded in 13F
GOODNOW INVESTMENT GROUP, LLC established a new position in CVNA valued at $253.1M. The fund also initiated new stakes in GDDY for $125.4M and FOUR for $84.9M. Additional new positions include EXPE at $68.9M, CACC at $68.4M, and SGI at $55.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $253.1M | 23.6% | 751,033 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $125.4M | 11.7% | 696,614 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $84.9M | 7.91% | 856,422 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $68.9M | 6.42% | 408,190 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $68.4M | 6.38% | 134,311 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $55.9M | 5.21% | 822,127 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $53.2M | 4.95% | 779,160 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $52.6M | 4.90% | 707,922 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $48.6M | 4.53% | 358,106 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $38.3M | 3.57% | 269,730 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $34.6M | 3.22% | 675,868 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $33.8M | 3.15% | 559,940 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $29.4M | 2.74% | 353,456 | Common | SOLE |
| 985817105 | YELP | YELP INC | $25.7M | 2.40% | 750,380 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $21.8M | 2.03% | 14,327 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $19.4M | 1.81% | 429,387 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $15.3M | 1.43% | 357,890 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $13.2M | 1.23% | 267,392 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $10.8M | 1.00% | 3,267,208 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $6.0M | 0.56% | 179,446 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $5.4M | 0.50% | 161,400 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $5.4M | 0.50% | 37,570 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $1.8M | 0.16% | 16,790 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $1.5M | 0.14% | 68,760 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.