Goodnow Investment Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Goodnow Investment Group, LLC reported 24 stock positions worth $1.1 billion. Its top holding was Carvana (CVNA) at 23.6% of the portfolio, followed by GoDaddy Class A (GDDY, 11.7%) and SHIFT4 Payments Class A (FOUR, 7.9%). Compared with Q1 2025, it opened 4 new positions, sold out of 3, added to 4 and reduced 15. The biggest buy was a new position in Maplebear (CART) and the biggest sale GoDaddy Class A (GDDY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0000919574-25-004654 ↗ filed Aug 14, 2025
Holdings Value
Holdings 24 stocks · $1.1B
| CVNA Carvana Co. | 23.58% | 751,033 | $253.1M | Reduce -12.7% |
| GDDY GoDaddy Inc. Class A | 11.69% | 696,614 | $125.4M | Reduce -0.6% |
| FOUR SHIFT4 Payments Inc. Class A | 7.91% | 856,422 | $84.9M | Add +6.1% |
| EXPE Expedia Group Inc. | 6.42% | 408,190 | $68.9M | Add +7.9% |
| CACC Credit Acceptance Corp. | 6.38% | 134,311 | $68.4M | No change |
| SGI Somnigroup International Inc. | 5.21% | 822,127 | $55.9M | Reduce -1.1% |
| APTV Aptiv PLC | 4.95% | 779,160 | $53.2M | Reduce -7.2% |
| PYPL PayPal Holdings Inc. | 4.90% | 707,922 | $52.6M | Reduce -6.3% |
| SNX TD Synnex Corp. | 4.53% | 358,106 | $48.6M | Reduce -37.7% |
| APO Apollo Global Management Inc. | 3.57% | 269,730 | $38.3M | Add +17.8% |
| W Wayfair Inc. Class A | 3.22% | 675,868 | $34.6M | Add +19.3% |
| CNM Core & Main Inc. Class A | 3.15% | 559,940 | $33.8M | Reduce -1.3% |
| IR Ingersoll-Rand Inc. | 2.74% | 353,456 | $29.4M | Reduce -1.9% |
| YELP Yelp Inc. | 2.40% | 750,380 | $25.7M | Reduce -0.5% |
| TDG Transdigm Group Inc. | 2.03% | 14,327 | $21.8M | Reduce -2.5% |
| CART Maplebear Inc. | 1.81% | 429,387 | $19.4M | New |
| DKNG Draftkings Inc. Class A | 1.43% | 357,890 | $15.3M | New |
| GIL Gildan Activewear Inc. | 1.23% | 267,392 | $13.2M | Reduce -1.1% |
| BLND Blend Labs Inc. Class A | 1.00% | 3,267,208 | $10.8M | Reduce -1.2% |
| CARG Cargurus Inc. | 0.56% | 179,446 | $6.0M | Reduce -1.2% |
| KVYO Klaviyo Inc. Class A | 0.51% | 161,400 | $5.4M | New |
| GNRC Generac Holdings Inc. | 0.50% | 37,570 | $5.4M | Reduce -0.7% |
| HQY Healthequity Inc. | 0.16% | 16,790 | $1.8M | Reduce -1.2% |
| QXO Qxo Inc. | 0.14% | 68,760 | $1.5M | New |
Portfolio Sells Q1 2025 → Q2 2025
| GDDY GoDaddy Inc. Class A | Reduce -0.6% | 11.69% | −1.93 |
| SNX TD Synnex Corp. | Reduce -37.7% | 4.53% | −1.92 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −1.84 |
| YELP Yelp Inc. | Reduce -0.5% | 2.40% | −0.62 |
| IBP Installed Building Products | Sold out | 0.00% | −0.51 |
| APTV Aptiv PLC | Reduce -7.2% | 4.95% | −0.43 |
| PYPL PayPal Holdings Inc. | Reduce -6.3% | 4.90% | −0.41 |
| IR Ingersoll-Rand Inc. | Reduce -1.9% | 2.74% | −0.37 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.34 |
| BLND Blend Labs Inc. Class A | Reduce -1.2% | 1.00% | −0.19 |
| TDG Transdigm Group Inc. | Reduce -2.5% | 2.03% | −0.16 |
| SGI Somnigroup International Inc. | Reduce -1.1% | 5.21% | −0.15 |
| GIL Gildan Activewear Inc. | Reduce -1.1% | 1.23% | −0.06 |
| GNRC Generac Holdings Inc. | Reduce -0.7% | 0.50% | −0.02 |
| CARG Cargurus Inc. | Reduce -1.2% | 0.56% | −0.01 |
| HQY Healthequity Inc. | Reduce -1.2% | 0.16% | +0.00 |
| CNM Core & Main Inc. Class A | Reduce -1.3% | 3.15% | +0.19 |
| CVNA Carvana Co. | Reduce -12.7% | 23.58% | +4.18 |
Portfolio Buys Q1 2025 → Q2 2025
| CART Maplebear Inc. | New | 1.81% | +1.81 |
| DKNG Draftkings Inc. Class A | New | 1.43% | +1.43 |
| W Wayfair Inc. Class A | Add +19.3% | 3.22% | +1.26 |
| FOUR SHIFT4 Payments Inc. Class A | Add +6.1% | 7.91% | +0.80 |
| KVYO Klaviyo Inc. Class A | New | 0.51% | +0.51 |
| APO Apollo Global Management Inc. | Add +17.8% | 3.57% | +0.18 |
| QXO Qxo Inc. | New | 0.14% | +0.14 |
| EXPE Expedia Group Inc. | Add +7.9% | 6.42% | −0.44 |
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 |