Goodnow Investment Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Goodnow Investment Group, LLC reported 27 stock positions worth $1.0 billion. Its top holding was GoDaddy Class A (GDDY) at 15.2% of the portfolio, followed by Carvana (CVNA, 15.0%) and Expedia (EXPE, 7.0%). Compared with Q3 2024, it opened 4 new positions, sold out of 1, added to 4 and reduced 19. The biggest buy was a new position in Core & Main Class A (CNM) and the biggest sale Etsy (ETSY, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $1.0B (Q4 2024)
- SEC Filing
- 0000919574-25-001158 ↗ filed Feb 14, 2025
Holdings Value
Holdings 27 stocks · $1.0B
| GDDY GoDaddy Inc. Class A | 15.25% | 784,314 | $154.8M | Reduce -7.4% |
| CVNA Carvana Co. | 15.02% | 749,607 | $152.4M | Reduce -14.8% |
| EXPE Expedia Group Inc. | 6.95% | 378,720 | $70.6M | Reduce -1.7% |
| FOUR SHIFT4 Payments Inc. Class A | 6.84% | 669,212 | $69.5M | Reduce -1.7% |
| SNX TD Synnex Corp. | 6.82% | 590,206 | $69.2M | Reduce -1.7% |
| PYPL PayPal Holdings Inc. | 6.10% | 725,462 | $61.9M | Reduce -1.6% |
| CACC Credit Acceptance Corp. | 5.86% | 126,811 | $59.5M | Add +61.5% |
| APTV Aptiv PLC | 5.19% | 870,660 | $52.7M | Add +42.1% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 4.64% | 831,477 | $47.1M | Reduce -1.6% |
| APO Apollo Global Management Inc. | 3.76% | 231,010 | $38.2M | Reduce -40.4% |
| IR Ingersoll-Rand Inc. | 3.22% | 361,346 | $32.7M | Reduce -1.8% |
| YELP Yelp Inc. | 2.84% | 746,050 | $28.9M | Reduce -0.8% |
| CNM Core & Main Inc. Class A | 2.70% | 538,830 | $27.4M | New |
| W Wayfair Inc. Class A | 2.46% | 562,718 | $24.9M | Add +26.9% |
| WSC Willscot Holdings Corp. | 2.05% | 623,568 | $20.9M | Reduce -1.8% |
| TDG Transdigm Group Inc. | 2.05% | 16,407 | $20.8M | Reduce -21.6% |
| GIL Gildan Activewear Inc. | 1.68% | 363,292 | $17.1M | Reduce -1.6% |
| ICE Intercontinental Exchange Inc. | 1.52% | 103,870 | $15.5M | Reduce -22.2% |
| BLND Blend Labs Inc. Class A | 1.30% | 3,122,648 | $13.1M | Add +25.9% |
| AMAT Applied Materials Inc. | 1.12% | 70,110 | $11.4M | New |
| CARG Cargurus Inc. | 0.65% | 181,676 | $6.6M | Reduce -1.6% |
| GNRC Generac Holdings Inc. | 0.58% | 38,000 | $5.9M | Reduce -1.7% |
| ETSY Etsy Inc. | 0.41% | 78,928 | $4.2M | Reduce -83.5% |
| NICE Nice Ltd. - Spon ADR | 0.41% | 24,520 | $4.2M | New |
| IBP Installed Building Products | 0.34% | 19,610 | $3.4M | New |
| BECN Beacon Roofing Supply Inc. | 0.19% | 19,380 | $2.0M | Reduce -1.8% |
| PNSTQ Pinstripes Holdings Inc. | 0.02% | 624,131 | $247K | Reduce -4.7% |
Portfolio Sells Q3 2024 → Q4 2024
| ETSY Etsy Inc. | Reduce -83.5% | 0.41% | −2.41 |
| APO Apollo Global Management Inc. | Reduce -40.4% | 3.76% | −1.37 |
| CVNA Carvana Co. | Reduce -14.8% | 15.02% | −1.23 |
| TDG Transdigm Group Inc. | Reduce -21.6% | 2.05% | −1.12 |
| SNX TD Synnex Corp. | Reduce -1.7% | 6.82% | −0.83 |
| ICE Intercontinental Exchange Inc. | Reduce -22.2% | 1.52% | −0.75 |
| CAE Cae Inc. | Sold out | 0.00% | −0.71 |
| IR Ingersoll-Rand Inc. | Reduce -1.8% | 3.22% | −0.61 |
| WSC Willscot Holdings Corp. | Reduce -1.8% | 2.05% | −0.48 |
| SGI Somnigroup International Inc. | Reduce -1.6% | 4.64% | −0.25 |
| GIL Gildan Activewear Inc. | Reduce -1.6% | 1.68% | −0.16 |
| GNRC Generac Holdings Inc. | Reduce -1.7% | 0.58% | −0.07 |
| PNSTQ Pinstripes Holdings Inc. | Reduce -4.7% | 0.02% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -1.6% | 6.10% | +0.00 |
| BECN Beacon Roofing Supply Inc. | Reduce -1.8% | 0.19% | +0.01 |
| YELP Yelp Inc. | Reduce -0.8% | 2.84% | +0.05 |
| CARG Cargurus Inc. | Reduce -1.6% | 0.65% | +0.07 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -1.7% | 6.84% | +0.45 |
| EXPE Expedia Group Inc. | Reduce -1.7% | 6.95% | +0.90 |
| GDDY GoDaddy Inc. Class A | Reduce -7.4% | 15.25% | +1.17 |
Portfolio Buys Q3 2024 → Q4 2024
| CNM Core & Main Inc. Class A | New | 2.70% | +2.70 |
| CACC Credit Acceptance Corp. | Add +61.5% | 5.86% | +2.17 |
| AMAT Applied Materials Inc. | New | 1.12% | +1.12 |
| APTV Aptiv PLC | Add +42.1% | 5.19% | +0.51 |
| NICE Nice Ltd. - Spon ADR | New | 0.41% | +0.41 |
| IBP Installed Building Products | New | 0.34% | +0.34 |
| BLND Blend Labs Inc. Class A | Add +25.9% | 1.30% | +0.31 |
| W Wayfair Inc. Class A | Add +26.9% | 2.46% | −0.18 |
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 |