Q3 2025 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2025-11-14 · accession 0000919574-25-006794
$1.04B
Reported value
23
Positions
2025-09-30
Period end
The Brief · GOODNOW INVESTMENT GROUP, LLC · Q3 2025
AI · grounded in 13F
GOODNOW INVESTMENT GROUP, LLC established a new position in CVNA valued at $245.7M. The fund also initiated new stakes in GDDY for $99.8M and EXPE for $73.7M. Additional new positions include FOUR at $67.2M and APTV at $66.0M. Total assets under management stand at $1.04B across 23 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $245.7M | 23.5% | 651,263 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $99.8M | 9.55% | 729,084 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $73.7M | 7.06% | 344,910 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $67.2M | 6.43% | 868,092 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $66.0M | 6.32% | 766,000 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $58.0M | 5.55% | 649,648 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $55.8M | 5.34% | 119,601 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $55.2M | 5.29% | 654,837 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $52.8M | 5.05% | 787,132 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $45.8M | 4.38% | 1,246,158 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $34.9M | 3.34% | 261,580 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $34.7M | 3.32% | 643,740 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $28.9M | 2.76% | 349,426 | Common | SOLE |
| 985817105 | YELP | YELP INC | $22.1M | 2.12% | 709,750 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $20.4M | 1.95% | 124,606 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $20.3M | 1.94% | 351,236 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $18.9M | 1.81% | 14,347 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $12.9M | 1.24% | 49,230 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $11.6M | 1.11% | 3,189,018 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $10.6M | 1.02% | 384,350 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $6.5M | 0.62% | 174,646 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $1.5M | 0.15% | 16,340 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $1.3M | 0.13% | 68,920 | 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.