Goodnow Investment Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Goodnow Investment Group, LLC reported 23 stock positions worth $927.5 million. Its top holding was Carvana (CVNA) at 19.4% of the portfolio, followed by GoDaddy Class A (GDDY, 13.6%) and Credit Acceptance (CACC, 7.5%). Compared with Q4 2024, it opened 1 new position, sold out of 5, added to 9 and reduced 13. The biggest buy was Carvana (CVNA, shares +15%) and the biggest sale GoDaddy Class A (GDDY, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $927.5M (Q1 2025)
- SEC Filing
- 0000919574-25-003058 ↗ filed May 15, 2025
Holdings Value
Holdings 23 stocks · $927.5M
| CVNA Carvana Co. | 19.40% | 860,553 | $179.9M | Add +14.8% |
| GDDY GoDaddy Inc. Class A | 13.61% | 700,884 | $126.3M | Reduce -10.6% |
| CACC Credit Acceptance Corp. | 7.48% | 134,311 | $69.4M | Add +5.9% |
| FOUR SHIFT4 Payments Inc. Class A | 7.11% | 807,382 | $66.0M | Add +20.6% |
| EXPE Expedia Group Inc. | 6.85% | 378,180 | $63.6M | Reduce -0.1% |
| SNX TD Synnex Corp. | 6.45% | 575,086 | $59.8M | Reduce -2.6% |
| APTV Aptiv PLC | 5.39% | 839,580 | $50.0M | Reduce -3.6% |
| SGI Somnigroup International Inc. | 5.37% | 831,427 | $49.8M | Reduce -0.0% |
| PYPL PayPal Holdings Inc. | 5.31% | 755,442 | $49.3M | Add +4.1% |
| APO Apollo Global Management Inc. | 3.38% | 228,980 | $31.4M | Reduce -0.9% |
| IR Ingersoll-Rand Inc. | 3.11% | 360,216 | $28.8M | Reduce -0.3% |
| YELP Yelp Inc. | 3.01% | 754,490 | $27.9M | Add +1.1% |
| CNM Core & Main Inc. Class A | 2.96% | 567,480 | $27.4M | Add +5.3% |
| TDG Transdigm Group Inc. | 2.19% | 14,687 | $20.3M | Reduce -10.5% |
| W Wayfair Inc. Class A | 1.96% | 566,778 | $18.2M | Add +0.7% |
| WSC Willscot Holdings Corp. | 1.84% | 615,518 | $17.1M | Reduce -1.3% |
| GIL Gildan Activewear Inc. | 1.29% | 270,462 | $12.0M | Reduce -25.6% |
| BLND Blend Labs Inc. Class A | 1.19% | 3,307,638 | $11.1M | Add +5.9% |
| CARG Cargurus Inc. | 0.57% | 181,556 | $5.3M | Reduce -0.1% |
| GNRC Generac Holdings Inc. | 0.52% | 37,820 | $4.8M | Reduce -0.5% |
| IBP Installed Building Products | 0.51% | 27,460 | $4.7M | Add +40.0% |
| ETSY Etsy Inc. | 0.34% | 67,232 | $3.2M | Reduce -14.8% |
| HQY Healthequity Inc. | 0.16% | 17,000 | $1.5M | New |
Portfolio Sells Q4 2024 → Q1 2025
| GDDY GoDaddy Inc. Class A | Reduce -10.6% | 13.61% | −1.64 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −1.52 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −1.12 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.41 |
| GIL Gildan Activewear Inc. | Reduce -25.6% | 1.29% | −0.39 |
| APO Apollo Global Management Inc. | Reduce -0.9% | 3.38% | −0.38 |
| SNX TD Synnex Corp. | Reduce -2.6% | 6.45% | −0.37 |
| WSC Willscot Holdings Corp. | Reduce -1.3% | 1.84% | −0.21 |
| BECN Beacon Roofing Supply Inc. | Sold out | 0.00% | −0.19 |
| IR Ingersoll-Rand Inc. | Reduce -0.3% | 3.11% | −0.11 |
| EXPE Expedia Group Inc. | Reduce -0.1% | 6.85% | −0.10 |
| CARG Cargurus Inc. | Reduce -0.1% | 0.57% | −0.08 |
| ETSY Etsy Inc. | Reduce -14.8% | 0.34% | −0.07 |
| GNRC Generac Holdings Inc. | Reduce -0.5% | 0.52% | −0.06 |
| PNSTQ Pinstripes Holdings Inc. | Sold out | 0.00% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -10.5% | 2.19% | +0.14 |
| APTV Aptiv PLC | Reduce -3.6% | 5.39% | +0.20 |
| SGI Somnigroup International Inc. | Reduce -0.0% | 5.37% | +0.72 |
Portfolio Buys Q4 2024 → Q1 2025
| CVNA Carvana Co. | Add +14.8% | 19.40% | +4.38 |
| CACC Credit Acceptance Corp. | Add +5.9% | 7.48% | +1.61 |
| FOUR SHIFT4 Payments Inc. Class A | Add +20.6% | 7.11% | +0.27 |
| CNM Core & Main Inc. Class A | Add +5.3% | 2.96% | +0.25 |
| IBP Installed Building Products | Add +40.0% | 0.51% | +0.17 |
| YELP Yelp Inc. | Add +1.1% | 3.01% | +0.17 |
| HQY Healthequity Inc. | New | 0.16% | +0.16 |
| BLND Blend Labs Inc. Class A | Add +5.9% | 1.19% | −0.10 |
| W Wayfair Inc. Class A | Add +0.7% | 1.96% | −0.50 |
| PYPL PayPal Holdings Inc. | Add +4.1% | 5.31% | −0.79 |
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 |