Q4 2025 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2026-02-17 · accession 0000919574-26-000987
$1.07B
Reported value
22
Positions
2025-12-31
Period end
The Brief · GOODNOW INVESTMENT GROUP, LLC · Q4 2025
AI · grounded in 13F
GOODNOW INVESTMENT GROUP, LLC closed its position in SNX for a reduction of $20.4M. The fund established new positions in SN for $16.5M and ZBRA for $7.1M. Additionally, the manager increased share counts in CNM by 18.19%, CART by 10.57%, and CVNA by 9.03%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $299.7M | 28.0% | 710,091 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $92.0M | 8.59% | 741,749 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $74.5M | 6.95% | 263,071 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $63.6M | 5.93% | 632,952 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $62.0M | 5.78% | 1,377,881 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $57.2M | 5.34% | 752,363 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $57.1M | 5.33% | 639,895 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $53.6M | 5.00% | 851,200 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $51.8M | 4.83% | 116,791 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $39.5M | 3.69% | 760,839 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $39.3M | 3.66% | 672,559 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $37.0M | 3.45% | 255,821 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $27.2M | 2.54% | 343,778 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $21.5M | 2.00% | 343,927 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $20.5M | 1.92% | 15,442 | Common | SOLE |
| 985817105 | YELP | YELP INC | $19.4M | 1.81% | 637,180 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $16.5M | 1.54% | 147,543 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $12.2M | 1.14% | 48,383 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $12.2M | 1.13% | 374,549 | Common | SOLE |
| 989207105 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $7.2M | 0.67% | 29,489 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $6.6M | 0.61% | 170,978 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $1.3M | 0.12% | 68,620 | 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.