Goodnow Investment Group, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Goodnow Investment Group, LLC reported 24 stock positions worth $942.9 million. Its top holding was Carvana (CVNA) at 16.2% of the portfolio, followed by GoDaddy Class A (GDDY, 14.1%) and TD Synnex (SNX, 7.6%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 9 and reduced 13. The biggest buy was PayPal (PYPL, shares +19%) and the biggest sale an exit from Fidelity National Info Serv (FIS).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $942.9M (Q3 2024)
- SEC Filing
- 0000919574-24-006450 ↗ filed Nov 14, 2024
Holdings Value
Holdings 24 stocks · $942.9M
| CVNA Carvana Co. | 16.25% | 879,987 | $153.2M | Reduce -20.3% |
| GDDY GoDaddy Inc. Class A | 14.08% | 846,804 | $132.8M | Reduce -6.8% |
| SNX TD Synnex Corp. | 7.65% | 600,536 | $72.1M | Reduce -0.3% |
| FOUR SHIFT4 Payments Inc. Class A | 6.40% | 680,762 | $60.3M | Add +12.0% |
| PYPL PayPal Holdings Inc. | 6.10% | 737,082 | $57.5M | Add +19.1% |
| EXPE Expedia Group Inc. | 6.05% | 385,270 | $57.0M | Add +10.4% |
| APO Apollo Global Management Inc. | 5.13% | 387,330 | $48.4M | Reduce -0.1% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 4.89% | 845,207 | $46.1M | Reduce -0.2% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 4.68% | 612,680 | $44.1M | Add +19.0% |
| IR Ingersoll-Rand Inc. | 3.83% | 367,966 | $36.1M | Reduce -27.0% |
| CACC Credit Acceptance Corp. | 3.69% | 78,501 | $34.8M | Reduce -0.0% |
| TDG Transdigm Group Inc. | 3.17% | 20,917 | $29.9M | Reduce -0.9% |
| ETSY Etsy Inc. | 2.82% | 479,568 | $26.6M | Reduce -17.4% |
| YELP Yelp Inc. | 2.80% | 752,330 | $26.4M | Add +15.4% |
| W Wayfair Inc. Class A | 2.64% | 443,308 | $24.9M | Add +14.2% |
| WSC Willscot Holdings Corp. | 2.53% | 634,958 | $23.9M | Add +9.2% |
| ICE Intercontinental Exchange Inc. | 2.28% | 133,580 | $21.5M | Reduce -0.2% |
| GIL Gildan Activewear Inc. | 1.85% | 369,382 | $17.4M | Reduce -0.2% |
| BLND Blend Labs Inc. Class A | 0.99% | 2,479,458 | $9.3M | New |
| CAE Cae Inc. | 0.71% | 357,750 | $6.7M | Reduce -32.6% |
| GNRC Generac Holdings Inc. | 0.65% | 38,640 | $6.1M | Reduce -0.2% |
| CARG Cargurus Inc. | 0.59% | 184,716 | $5.5M | Add +36.5% |
| BECN Beacon Roofing Supply Inc. | 0.18% | 19,740 | $1.7M | New |
| PNSTQ Pinstripes Holdings Inc. | 0.05% | 654,601 | $502K | Add +61.1% |
Portfolio Sells Q2 2024 → Q3 2024
| FIS Fidelity National Info Serv | Sold out | 0.00% | −1.52 |
| IR Ingersoll-Rand Inc. | Reduce -27.0% | 3.83% | −1.47 |
| ETSY Etsy Inc. | Reduce -17.4% | 2.82% | −1.14 |
| CACC Credit Acceptance Corp. | Reduce -0.0% | 3.69% | −0.99 |
| GDDY GoDaddy Inc. Class A | Reduce -6.8% | 14.08% | −0.61 |
| CAE Cae Inc. | Reduce -32.6% | 0.71% | −0.43 |
| SNX TD Synnex Corp. | Reduce -0.3% | 7.65% | −0.39 |
| CVNA Carvana Co. | Reduce -20.3% | 16.25% | −0.20 |
| APO Apollo Global Management Inc. | Reduce -0.1% | 5.13% | −0.17 |
| TDG Transdigm Group Inc. | Reduce -0.9% | 3.17% | +0.04 |
| GNRC Generac Holdings Inc. | Reduce -0.2% | 0.65% | +0.06 |
| ICE Intercontinental Exchange Inc. | Reduce -0.2% | 2.28% | +0.15 |
| GIL Gildan Activewear Inc. | Reduce -0.2% | 1.85% | +0.22 |
| SGI Somnigroup International Inc. | Reduce -0.2% | 4.89% | +0.25 |
Portfolio Buys Q2 2024 → Q3 2024
| PYPL PayPal Holdings Inc. | Add +19.1% | 6.10% | +1.94 |
| FOUR SHIFT4 Payments Inc. Class A | Add +12.0% | 6.40% | +1.24 |
| BLND Blend Labs Inc. Class A | New | 0.99% | +0.99 |
| EXPE Expedia Group Inc. | Add +10.4% | 6.05% | +0.96 |
| APTV Aptiv Irish Holdings Ltd. | Add +19.0% | 4.68% | +0.48 |
| W Wayfair Inc. Class A | Add +14.2% | 2.64% | +0.27 |
| BECN Beacon Roofing Supply Inc. | New | 0.18% | +0.18 |
| CARG Cargurus Inc. | Add +36.5% | 0.59% | +0.18 |
| YELP Yelp Inc. | Add +15.4% | 2.80% | +0.01 |
| WSC Willscot Holdings Corp. | Add +9.2% | 2.53% | −0.00 |
| PNSTQ Pinstripes Holdings Inc. | Add +61.1% | 0.05% | −0.08 |
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 |