Goodnow Investment Group, LLC Top Holdings and 13F Report (2025) About Goodnow Investment Group, LLCInvestment ActivityGoodnow Investment Group, LLC has $1.07 billion in total holdings as of June 30, 2025.Goodnow Investment Group, LLC owns shares of 24 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.87% of the portfolio was purchased this quarter.About 9.55% of the portfolio was sold this quarter.This quarter, Goodnow Investment Group, LLC has purchased 23 new stocks and bought additional shares in 4 stocks.Goodnow Investment Group, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Carvana $253,068,080GoDaddy $125,432,317Shift4 Payments $84,879,984Expedia Group $68,853,489Credit Acceptance $68,422,053 Largest New Holdings this Quarter 565394103 - MAPLEBEAR INC $19,425,468 Holding26142V105 - DraftKings $15,349,902 Holding49845K101 - KLAVIYO INC $5,419,812 Holding82846H405 - QXO INC $1,481,090 Holding Largest Purchases this Quarter MAPLEBEAR INC 429,387 shares (about $19.43M)DraftKings 357,890 shares (about $15.35M)Apollo Global Management 40,750 shares (about $5.78M)Wayfair 109,090 shares (about $5.58M)KLAVIYO INC 161,400 shares (about $5.42M) Largest Sales this Quarter Carvana 109,520 shares (about $36.90M)TD SYNNEX 216,980 shares (about $29.44M)APTIV PLC 60,420 shares (about $4.12M)PayPal 47,520 shares (about $3.53M)GoDaddy 4,270 shares (about $768.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoodnow Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVNACarvana$253,068,080$36,903,859 ▼-12.7%751,03323.6%Retail/WholesaleGDDYGoDaddy$125,432,317$768,856 ▼-0.6%696,61411.7%Computer and TechnologyFOURShift4 Payments$84,879,984$4,860,354 ▲6.1%856,4227.9%Business ServicesEXPEExpedia Group$68,853,489$5,062,087 ▲7.9%408,1906.4%Retail/WholesaleCACCCredit Acceptance$68,422,0530.0%134,3116.4%FinanceTPXTempur Sealy International$55,945,742$632,865 ▼-1.1%822,1275.2%Retail/WholesaleAPTIV PLC$53,154,295$4,121,852 ▼-7.2%779,1605.0%COM SHSPYPLPayPal$52,612,763$3,531,686 ▼-6.3%707,9224.9%Business ServicesSNXTD SYNNEX$48,594,984$29,444,186 ▼-37.7%358,1064.5%Computer and TechnologyAPOApollo Global Management$38,266,595$5,781,202 ▲17.8%269,7303.6%FinanceWWayfair$34,563,890$5,578,863 ▲19.2%675,8683.2%Retail/WholesaleCNMCore & Main$33,792,379$455,039 ▼-1.3%559,9403.1%IndustrialsIRIngersoll Rand$29,400,470$562,297 ▼-1.9%353,4562.7%IndustrialsYELPYelp$25,715,523$140,850 ▼-0.5%750,3802.4%Computer and TechnologyTDGTransdigm Group$21,786,209$547,430 ▼-2.5%14,3272.0%AerospaceMAPLEBEAR INC$19,425,468$19,425,468 ▲New Holding429,3871.8%COMDKNGDraftKings$15,349,902$15,349,902 ▲New Holding357,8901.4%Consumer DiscretionaryGILGildan Activewear$13,166,382$151,167 ▼-1.1%267,3921.2%Consumer DiscretionaryBLNDBlend Labs$10,781,786$133,419 ▼-1.2%3,267,2081.0%Computer and TechnologyCARGCarGurus$6,006,058$70,622 ▼-1.2%179,4460.6%Auto/Tires/TrucksKLAVIYO INC$5,419,812$5,419,812 ▲New Holding161,4000.5%COM SER AGNRCGenerac$5,380,400$35,803 ▼-0.7%37,5700.5%IndustrialsHQYHealthEquity$1,758,920$22,000 ▼-1.2%16,7900.2%MedicalQXO INC$1,481,090$1,481,090 ▲New Holding68,7600.1%COM NEWWSCWillScot$0$17,111,400 ▼-100.0%00.0%FinanceIBPInstalled Building Products$0$4,708,292 ▼-100.0%00.0%ConstructionETSYEtsy$0$3,172,006 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access