Goodnow Investment Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Goodnow Investment Group, LLC reported 23 stock positions worth $1.0 billion. Its top holding was Carvana (CVNA) at 23.5% of the portfolio, followed by GoDaddy Class A (GDDY, 9.5%) and Expedia (EXPE, 7.1%). Compared with Q2 2025, it opened 1 new position, sold out of 2, added to 9 and reduced 13. The biggest buy was Maplebear (CART, shares +190%) and the biggest sale TD Synnex (SNX, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $1.0B (Q3 2025)
- SEC Filing
- 0000919574-25-006794 ↗ filed Nov 14, 2025
Holdings Value
Holdings 23 stocks · $1.0B
| CVNA Carvana Co. | 23.51% | 651,263 | $245.7M | Reduce -13.3% |
| GDDY GoDaddy Inc. Class A | 9.55% | 729,084 | $99.8M | Add +4.7% |
| EXPE Expedia Group Inc. | 7.06% | 344,910 | $73.7M | Reduce -15.5% |
| FOUR SHIFT4 Payments Inc. Class A | 6.43% | 868,092 | $67.2M | Add +1.4% |
| APTV Aptiv PLC | 6.32% | 766,000 | $66.0M | Reduce -1.7% |
| W Wayfair Inc. Class A | 5.55% | 649,648 | $58.0M | Reduce -3.9% |
| CACC Credit Acceptance Corp. | 5.34% | 119,601 | $55.8M | Reduce -10.9% |
| SGI Somnigroup International Inc. | 5.29% | 654,837 | $55.2M | Reduce -20.4% |
| PYPL PayPal Holdings Inc. | 5.05% | 787,132 | $52.8M | Add +11.2% |
| CART Maplebear Inc. | 4.38% | 1,246,158 | $45.8M | Add +190.2% |
| APO Apollo Global Management Inc. | 3.34% | 261,580 | $34.9M | Reduce -3.0% |
| CNM Core & Main Inc. Class A | 3.32% | 643,740 | $34.7M | Add +15.0% |
| IR Ingersoll-Rand Inc. | 2.76% | 349,426 | $28.9M | Reduce -1.1% |
| YELP Yelp Inc. | 2.12% | 709,750 | $22.1M | Reduce -5.4% |
| SNX TD Synnex Corp. | 1.95% | 124,606 | $20.4M | Reduce -65.2% |
| GIL Gildan Activewear Inc. | 1.94% | 351,236 | $20.3M | Add +31.4% |
| TDG Transdigm Group Inc. | 1.81% | 14,347 | $18.9M | Add +0.1% |
| IT Gartner Inc. | 1.24% | 49,230 | $12.9M | New |
| BLND Blend Labs Inc. Class A | 1.11% | 3,189,018 | $11.6M | Reduce -2.4% |
| KVYO Klaviyo Inc. Class A | 1.02% | 384,350 | $10.6M | Add +138.1% |
| CARG Cargurus Inc. | 0.62% | 174,646 | $6.5M | Reduce -2.7% |
| HQY Healthequity Inc. | 0.15% | 16,340 | $1.5M | Reduce -2.7% |
| QXO Qxo Inc. | 0.13% | 68,920 | $1.3M | Add +0.2% |
Portfolio Sells Q2 2025 → Q3 2025
| SNX TD Synnex Corp. | Reduce -65.2% | 1.95% | −2.57 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −1.43 |
| CACC Credit Acceptance Corp. | Reduce -10.9% | 5.34% | −1.03 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.50 |
| YELP Yelp Inc. | Reduce -5.4% | 2.12% | −0.28 |
| APO Apollo Global Management Inc. | Reduce -3.0% | 3.34% | −0.23 |
| CVNA Carvana Co. | Reduce -13.3% | 23.51% | −0.07 |
| HQY Healthequity Inc. | Reduce -2.7% | 0.15% | −0.02 |
| IR Ingersoll-Rand Inc. | Reduce -1.1% | 2.76% | +0.02 |
| CARG Cargurus Inc. | Reduce -2.7% | 0.62% | +0.06 |
| SGI Somnigroup International Inc. | Reduce -20.4% | 5.29% | +0.07 |
| BLND Blend Labs Inc. Class A | Reduce -2.4% | 1.11% | +0.11 |
| EXPE Expedia Group Inc. | Reduce -15.5% | 7.06% | +0.64 |
| APTV Aptiv PLC | Reduce -1.7% | 6.32% | +1.37 |
| W Wayfair Inc. Class A | Reduce -3.9% | 5.55% | +2.33 |
Portfolio Buys Q2 2025 → Q3 2025
| CART Maplebear Inc. | Add +190.2% | 4.38% | +2.57 |
| IT Gartner Inc. | New | 1.24% | +1.24 |
| GIL Gildan Activewear Inc. | Add +31.4% | 1.94% | +0.72 |
| KVYO Klaviyo Inc. Class A | Add +138.1% | 1.02% | +0.51 |
| CNM Core & Main Inc. Class A | Add +15.0% | 3.32% | +0.17 |
| PYPL PayPal Holdings Inc. | Add +11.2% | 5.05% | +0.15 |
| QXO Qxo Inc. | Add +0.2% | 0.13% | −0.01 |
| TDG Transdigm Group Inc. | Add +0.1% | 1.81% | −0.22 |
| FOUR SHIFT4 Payments Inc. Class A | Add +1.4% | 6.43% | −1.48 |
| GDDY GoDaddy Inc. Class A | Add +4.7% | 9.55% | −2.14 |
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 |