Goodnow Investment Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Goodnow Investment Group, LLC reported 23 stock positions worth $864.1 million. Its top holding was Carvana (CVNA) at 16.4% of the portfolio, followed by GoDaddy Class A (GDDY, 14.7%) and TD Synnex (SNX, 8.0%). Compared with Q1 2024, it opened 1 new position, sold out of 4, added to 10 and reduced 12. The biggest buy was SHIFT4 Payments Class A (FOUR, shares +1427%) and the biggest sale Cae (CAE, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $864.1M (Q2 2024)
- SEC Filing
- 0000919574-24-004515 ↗ filed Aug 14, 2024
Holdings Value
Holdings 23 stocks · $864.1M
| CVNA Carvana Co. | 16.45% | 1,104,257 | $142.1M | Reduce -16.6% |
| GDDY GoDaddy Inc. Class A | 14.69% | 908,404 | $126.9M | Reduce -1.8% |
| SNX TD Synnex Corp. | 8.04% | 602,136 | $69.5M | Add +13.2% |
| APO Apollo Global Management Inc. | 5.30% | 387,910 | $45.8M | Reduce -14.4% |
| IR Ingersoll-Rand Inc. | 5.30% | 504,166 | $45.8M | Reduce -10.1% |
| FOUR SHIFT4 Payments Inc. Class A | 5.16% | 607,702 | $44.6M | Add +1426.5% |
| EXPE Expedia Group Inc. | 5.09% | 348,860 | $44.0M | Add +185.3% |
| CACC Credit Acceptance Corp. | 4.68% | 78,531 | $40.4M | Add +6.2% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 4.64% | 847,017 | $40.1M | Add +2.8% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 4.19% | 514,740 | $36.2M | Add +18.7% |
| PYPL PayPal Holdings Inc. | 4.16% | 618,952 | $35.9M | Reduce -2.0% |
| ETSY Etsy Inc. | 3.96% | 580,288 | $34.2M | Reduce -1.8% |
| TDG Transdigm Group Inc. | 3.12% | 21,117 | $27.0M | Reduce -3.6% |
| YELP Yelp Inc. | 2.79% | 651,970 | $24.1M | Add +0.2% |
| WSC Willscot Holdings Corp. | 2.53% | 581,648 | $21.9M | Add +63.6% |
| W Wayfair Inc. Class A | 2.37% | 388,038 | $20.5M | Add +7.2% |
| ICE Intercontinental Exchange Inc. | 2.12% | 133,870 | $18.3M | Reduce -1.8% |
| GIL Gildan Activewear Inc. | 1.62% | 370,222 | $14.0M | Add +26.9% |
| FIS Fidelity National Info Serv | 1.52% | 174,200 | $13.1M | Reduce -50.7% |
| CAE Cae Inc. | 1.14% | 531,200 | $9.9M | Reduce -71.3% |
| GNRC Generac Holdings Inc. | 0.59% | 38,730 | $5.1M | Reduce -1.8% |
| CARG Cargurus Inc. | 0.41% | 135,296 | $3.5M | Reduce -1.5% |
| PNSTQ Pinstripes Holdings Inc. | 0.13% | 406,408 | $1.1M | New |
Portfolio Sells Q1 2024 → Q2 2024
| CAE Cae Inc. | Reduce -71.3% | 1.14% | −3.44 |
| FIS Fidelity National Info Serv | Reduce -50.7% | 1.52% | −1.63 |
| SIX Six Flags Entertainment Corp. | Sold out | 0.00% | −1.59 |
| IR Ingersoll-Rand Inc. | Reduce -10.1% | 5.30% | −1.09 |
| PYPL PayPal Holdings Inc. | Reduce -2.0% | 4.16% | −0.92 |
| ETSY Etsy Inc. | Reduce -1.8% | 3.96% | −0.92 |
| APO Apollo Global Management Inc. | Reduce -14.4% | 5.30% | −0.82 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −0.78 |
| IT Gartner Inc. | Sold out | 0.00% | −0.17 |
| ICE Intercontinental Exchange Inc. | Reduce -1.8% | 2.12% | −0.13 |
| TDG Transdigm Group Inc. | Reduce -3.6% | 3.12% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.11 |
| GNRC Generac Holdings Inc. | Reduce -1.8% | 0.59% | −0.00 |
| CARG Cargurus Inc. | Reduce -1.5% | 0.41% | +0.03 |
| GDDY GoDaddy Inc. Class A | Reduce -1.8% | 14.69% | +1.51 |
| CVNA Carvana Co. | Reduce -16.6% | 16.45% | +2.48 |
Portfolio Buys Q1 2024 → Q2 2024
| FOUR SHIFT4 Payments Inc. Class A | Add +1426.5% | 5.16% | +4.84 |
| EXPE Expedia Group Inc. | Add +185.3% | 5.09% | +3.06 |
| SNX TD Synnex Corp. | Add +13.2% | 8.04% | +0.82 |
| WSC Willscot Holdings Corp. | Add +63.6% | 2.53% | +0.55 |
| GIL Gildan Activewear Inc. | Add +26.9% | 1.62% | +0.32 |
| PNSTQ Pinstripes Holdings Inc. | New | 0.13% | +0.13 |
| APTV Aptiv Irish Holdings Ltd. | Add +18.7% | 4.19% | +0.05 |
| CACC Credit Acceptance Corp. | Add +6.2% | 4.68% | −0.22 |
| YELP Yelp Inc. | Add +0.2% | 2.79% | −0.29 |
| W Wayfair Inc. Class A | Add +7.2% | 2.37% | −0.58 |
| SGI Somnigroup International Inc. | Add +2.8% | 4.64% | −0.98 |
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 |