Goodnow Investment Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Goodnow Investment Group, LLC reported 22 stock positions worth $1.1 billion. Its top holding was Carvana (CVNA) at 28.0% of the portfolio, followed by GoDaddy Class A (GDDY, 8.6%) and Expedia (EXPE, 7.0%). Compared with Q3 2025, it opened 2 new positions, sold out of 3, added to 5 and reduced 15. The biggest buy was Carvana (CVNA, shares +9%) and the biggest sale an exit from TD Synnex (SNX).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0000919574-26-000987 ↗ filed Feb 17, 2026
Holdings Value
Holdings 22 stocks · $1.1B
| CVNA Carvana Co. | 27.96% | 710,091 | $299.7M | Add +9.0% |
| GDDY GoDaddy Inc. Class A | 8.59% | 741,749 | $92.0M | Add +1.7% |
| EXPE Expedia Group Inc. | 6.95% | 263,071 | $74.5M | Reduce -23.7% |
| W Wayfair Inc. Class A | 5.93% | 632,952 | $63.6M | Reduce -2.6% |
| CART Maplebear Inc. | 5.78% | 1,377,881 | $62.0M | Add +10.6% |
| APTV Aptiv PLC | 5.34% | 752,363 | $57.2M | Reduce -1.8% |
| SGI Somnigroup International Inc. | 5.33% | 639,895 | $57.1M | Reduce -2.3% |
| FOUR SHIFT4 Payments Inc. Class A | 5.00% | 851,200 | $53.6M | Reduce -1.9% |
| CACC Credit Acceptance Corp. | 4.83% | 116,791 | $51.8M | Reduce -2.4% |
| CNM Core & Main Inc. Class A | 3.69% | 760,839 | $39.5M | Add +18.2% |
| PYPL PayPal Holdings Inc. | 3.66% | 672,559 | $39.3M | Reduce -14.6% |
| APO Apollo Global Management Inc. | 3.45% | 255,821 | $37.0M | Reduce -2.2% |
| IR Ingersoll-Rand Inc. | 2.54% | 343,778 | $27.2M | Reduce -1.6% |
| GIL Gildan Activewear Inc. | 2.00% | 343,927 | $21.5M | Reduce -2.1% |
| TDG Transdigm Group Inc. | 1.92% | 15,442 | $20.5M | Add +7.6% |
| YELP Yelp Inc. | 1.81% | 637,180 | $19.4M | Reduce -10.2% |
| SN Sharkninja Inc. | 1.54% | 147,543 | $16.5M | New |
| IT Gartner Inc. | 1.14% | 48,383 | $12.2M | Reduce -1.7% |
| KVYO Klaviyo Inc. Class A | 1.13% | 374,549 | $12.2M | Reduce -2.5% |
| ZBRA Zebra Technologies Corp. Class A | 0.67% | 29,489 | $7.2M | New |
| CARG Cargurus Inc. | 0.61% | 170,978 | $6.6M | Reduce -2.1% |
| QXO Qxo Inc. | 0.12% | 68,620 | $1.3M | Reduce -0.4% |
Portfolio Sells Q3 2025 → Q4 2025
| SNX TD Synnex Corp. | Sold out | 0.00% | −1.95 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -1.9% | 5.00% | −1.43 |
| PYPL PayPal Holdings Inc. | Reduce -14.6% | 3.66% | −1.39 |
| BLND Blend Labs Inc. Class A | Sold out | 0.00% | −1.11 |
| APTV Aptiv PLC | Reduce -1.8% | 5.34% | −0.98 |
| CACC Credit Acceptance Corp. | Reduce -2.4% | 4.83% | −0.51 |
| YELP Yelp Inc. | Reduce -10.2% | 1.81% | −0.31 |
| IR Ingersoll-Rand Inc. | Reduce -1.6% | 2.54% | −0.22 |
| HQY Healthequity Inc. | Sold out | 0.00% | −0.15 |
| EXPE Expedia Group Inc. | Reduce -23.7% | 6.95% | −0.10 |
| IT Gartner Inc. | Reduce -1.7% | 1.14% | −0.10 |
| CARG Cargurus Inc. | Reduce -2.1% | 0.61% | −0.01 |
| QXO Qxo Inc. | Reduce -0.4% | 0.12% | −0.00 |
| SGI Somnigroup International Inc. | Reduce -2.3% | 5.33% | +0.04 |
| GIL Gildan Activewear Inc. | Reduce -2.1% | 2.00% | +0.06 |
| KVYO Klaviyo Inc. Class A | Reduce -2.5% | 1.13% | +0.12 |
| APO Apollo Global Management Inc. | Reduce -2.2% | 3.45% | +0.12 |
| W Wayfair Inc. Class A | Reduce -2.6% | 5.93% | +0.37 |
Portfolio Buys Q3 2025 → Q4 2025
| CVNA Carvana Co. | Add +9.0% | 27.96% | +4.44 |
| SN Sharkninja Inc. | New | 1.54% | +1.54 |
| CART Maplebear Inc. | Add +10.6% | 5.78% | +1.40 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.67% | +0.67 |
| CNM Core & Main Inc. Class A | Add +18.2% | 3.69% | +0.37 |
| TDG Transdigm Group Inc. | Add +7.6% | 1.92% | +0.11 |
| GDDY GoDaddy Inc. Class A | Add +1.7% | 8.59% | −0.96 |
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 |