Goodnow Investment Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Goodnow Investment Group, LLC reported 26 stock positions worth $833.1 million. Its top holding was Carvana (CVNA) at 14.0% of the portfolio, followed by GoDaddy Class A (GDDY, 13.2%) and TD Synnex (SNX, 7.2%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 7 and reduced 15. The biggest buy was Etsy (ETSY, shares +621%) and the biggest sale Gartner (IT, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $833.1M (Q1 2024)
- SEC Filing
- 0000919574-24-002997 ↗ filed May 15, 2024
Holdings Value
Holdings 26 stocks · $833.1M
| CVNA Carvana Co. | 13.97% | 1,323,684 | $116.4M | Reduce -9.6% |
| GDDY GoDaddy Inc. Class A | 13.17% | 924,614 | $109.7M | Reduce -1.1% |
| SNX TD Synnex Corp. | 7.22% | 532,096 | $60.2M | Reduce -0.3% |
| IR Ingersoll-Rand Inc. | 6.39% | 561,056 | $53.3M | Reduce -17.1% |
| APO Apollo Global Management Inc. | 6.12% | 453,320 | $51.0M | Reduce -1.1% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 5.62% | 823,837 | $46.8M | Add +6.5% |
| PYPL PayPal Holdings Inc. | 5.08% | 631,512 | $42.3M | Reduce -1.4% |
| CACC Credit Acceptance Corp. | 4.89% | 73,931 | $40.8M | Reduce -5.1% |
| ETSY Etsy Inc. | 4.88% | 591,158 | $40.6M | Add +620.9% |
| CAE Cae Inc. | 4.58% | 1,850,311 | $38.2M | Reduce -1.6% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 4.15% | 433,790 | $34.6M | Add +2121.2% |
| TDG Transdigm Group Inc. | 3.24% | 21,907 | $27.0M | Reduce -41.0% |
| FIS Fidelity National Info Serv | 3.15% | 353,270 | $26.2M | New |
| YELP Yelp Inc. | 3.08% | 650,410 | $25.6M | Add +1.4% |
| W Wayfair Inc. Class A | 2.95% | 362,118 | $24.6M | Add +1.4% |
| ICE Intercontinental Exchange Inc. | 2.25% | 136,340 | $18.7M | Reduce -1.4% |
| EXPE Expedia Group Inc. | 2.02% | 122,300 | $16.8M | New |
| WSC Willscot Holdings Corp. | 1.98% | 355,590 | $16.5M | New |
| SIX Six Flags Entertainment Corp. | 1.59% | 504,841 | $13.3M | Reduce -2.2% |
| GIL Gildan Activewear Inc. | 1.30% | 291,762 | $10.8M | Reduce -1.7% |
| LAD Lithia Motors Inc. | 0.78% | 21,601 | $6.5M | Reduce -1.1% |
| GNRC Generac Holdings Inc. | 0.60% | 39,450 | $5.0M | Add +58.9% |
| CARG Cargurus Inc. | 0.38% | 137,306 | $3.2M | Add +314.6% |
| FOUR SHIFT4 Payments Inc. Class A | 0.32% | 39,810 | $2.6M | New |
| IT Gartner Inc. | 0.17% | 3,052 | $1.5M | Reduce -95.5% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 1,560 | $907K | Reduce -0.6% |
Portfolio Sells Q4 2023 → Q1 2024
| IT Gartner Inc. | Reduce -95.5% | 0.17% | −4.18 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −2.92 |
| IBP Installed Building Products | Sold out | 0.00% | −2.37 |
| TDG Transdigm Group Inc. | Reduce -41.0% | 3.24% | −2.04 |
| CAE Cae Inc. | Reduce -1.6% | 4.58% | −1.12 |
| IR Ingersoll-Rand Inc. | Reduce -17.1% | 6.39% | −0.96 |
| CACC Credit Acceptance Corp. | Reduce -5.1% | 4.89% | −0.94 |
| SNX TD Synnex Corp. | Reduce -0.3% | 7.22% | −0.85 |
| GDDY GoDaddy Inc. Class A | Reduce -1.1% | 13.17% | −0.78 |
| PYPL PayPal Holdings Inc. | Reduce -1.4% | 5.08% | −0.45 |
| ICE Intercontinental Exchange Inc. | Reduce -1.4% | 2.25% | −0.25 |
| BECN Beacon Roofing Supply Inc. | Sold out | 0.00% | −0.24 |
| LAD Lithia Motors Inc. | Reduce -1.1% | 0.78% | −0.23 |
| SIX Six Flags Entertainment Corp. | Reduce -2.2% | 1.59% | −0.23 |
| GIL Gildan Activewear Inc. | Reduce -1.7% | 1.30% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 0.11% | −0.01 |
| APO Apollo Global Management Inc. | Reduce -1.1% | 6.12% | +0.12 |
| CVNA Carvana Co. | Reduce -9.6% | 13.97% | +3.07 |
Portfolio Buys Q4 2023 → Q1 2024
| ETSY Etsy Inc. | Add +620.9% | 4.88% | +3.94 |
| APTV Aptiv Irish Holdings Ltd. | Add +2121.2% | 4.15% | +3.90 |
| FIS Fidelity National Info Serv | New | 3.15% | +3.15 |
| EXPE Expedia Group Inc. | New | 2.02% | +2.02 |
| WSC Willscot Holdings Corp. | New | 1.98% | +1.98 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.32% | +0.32 |
| CARG Cargurus Inc. | Add +314.6% | 0.38% | +0.27 |
| GNRC Generac Holdings Inc. | Add +58.9% | 0.60% | +0.15 |
| SGI Somnigroup International Inc. | Add +6.5% | 5.62% | +0.08 |
| W Wayfair Inc. Class A | Add +1.4% | 2.95% | −0.15 |
| YELP Yelp Inc. | Add +1.4% | 3.08% | −1.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $963.7M | CVNA, CART, CACC, GDDY, EXPE |
| Q1 2026 | 29 | $912.9M | CVNA, GDDY, CART, EXPE, CACC |
| Q4 2025 | 22 | $1.1B | CVNA, GDDY, EXPE, W, CART |
| Q3 2025 | 23 | $1.0B | CVNA, GDDY, EXPE, FOUR, APTV |
| Q2 2025 | 24 | $1.1B | CVNA, GDDY, FOUR, EXPE, CACC |
| Q1 2025 | 23 | $927.5M | CVNA, GDDY, CACC, FOUR, EXPE |
| Q4 2024 | 27 | $1.0B | GDDY, CVNA, EXPE, FOUR, SNX |
| Q3 2024 | 24 | $942.9M | CVNA, GDDY, SNX, FOUR, PYPL |
| Q2 2024 | 23 | $864.1M | CVNA, GDDY, SNX, APO, IR |
| Q1 2024 | 26 | $833.1M | CVNA, GDDY, SNX, IR, APO |