Goodnow Investment Group, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Goodnow Investment Group, LLC disclosed 27 US equity positions worth $1.0bn in its Q4 2024 13F filing. The largest position was GDDY at 15.2% of the reported book, followed by CVNA and EXPE. Against the Q3 2024 filing, it opened 5 new positions, added to 3 and reduced 19 among the top 27 holdings.
What did Goodnow Investment Group, LLC own in Q4 2024? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GDDY GODADDY INC | Technology | 15.2% | $154.8m | 784,314 | -7% | reduced |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 15.0% | $152.4m | 749,607 | -15% | reduced |
| 3 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 7.0% | $70.6m | 378,720 | -2% | reduced |
| 4 | FOUR SHIFT4 PMTS INC | Technology | 6.8% | $69.5m | 669,212 | -2% | reduced |
| 5 | SNX TD SYNNEX CORPORATION | Technology | 6.8% | $69.2m | 590,206 | -2% | reduced |
| 6 | PYPL PAYPAL HLDGS INC | Financial Services | 6.1% | $61.9m | 725,462 | -2% | reduced |
| 7 | CACC CREDIT ACCEP CORP MICH | Financial Services | 5.9% | $59.5m | 126,811 | 62% | added |
| 8 | APTV APTIV PLC | Consumer Cyclical | 5.2% | $52.7m | 870,660 | – | new |
| 9 | SGI TEMPUR SEALY INTL INC | Consumer Cyclical | 4.6% | $47.1m | 831,477 | -2% | reduced |
| 10 | APO APOLLO GLOBAL MGMT INC | Financial Services | 3.8% | $38.2m | 231,010 | -40% | reduced |
| 11 | IR INGERSOLL RAND INC | Industrials | 3.2% | $32.7m | 361,346 | -2% | reduced |
| 12 | YELP YELP INC | Communication Services | 2.8% | $28.9m | 746,050 | -1% | reduced |
| 13 | CNM CORE & MAIN INC | Industrials | 2.7% | $27.4m | 538,830 | – | new |
| 14 | W WAYFAIR INC | Consumer Cyclical | 2.5% | $24.9m | 562,718 | 27% | added |
| 15 | WSC WILLSCOT HLDGS CORP | Industrials | 2.1% | $20.9m | 623,568 | -2% | reduced |
| 16 | TDG TRANSDIGM GROUP INC | Industrials | 2.0% | $20.8m | 16,407 | -22% | reduced |
| 17 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 1.7% | $17.1m | 363,292 | -2% | reduced |
| 18 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 1.5% | $15.5m | 103,870 | -22% | reduced |
| 19 | BLND BLEND LABS INC | 1.3% | $13.1m | 3,122,648 | 26% | added | |
| 20 | AMAT APPLIED MATLS INC | Technology | 1.1% | $11.4m | 70,110 | – | new |
| 21 | CARG CARGURUS INC | Communication Services | 0.7% | $6.6m | 181,676 | -2% | reduced |
| 22 | GNRC GENERAC HLDGS INC | Industrials | 0.6% | $5.9m | 38,000 | -2% | reduced |
| 23 | ETSY ETSY INC | Consumer Cyclical | 0.4% | $4.2m | 78,928 | -84% | reduced |
| 24 | NICE NICE LTD | Technology | 0.4% | $4.2m | 24,520 | – | new |
| 25 | IBP INSTALLED BLDG PRODS INC | Consumer Cyclical | 0.3% | $3.4m | 19,610 | – | new |
| 26 | BECNUSD BEACON ROOFING SUPPLY INC | 0.2% | $2.0m | 19,380 | -2% | reduced | |
| 27 | PINSTRIPES HOLDINGS INC | 0.0% | $246.5k | 624,131 | -5% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.