Goodnow Investment Group, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Goodnow Investment Group, LLC disclosed 23 US equity positions worth $927.5m in its Q1 2025 13F filing. The largest position was CVNA at 19.4% of the reported book, followed by GDDY and CACC. Against the Q4 2024 filing, it opened 1 new position, added to 9 and reduced 8 among the top 23 holdings.
What did Goodnow Investment Group, LLC own in Q1 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 19.4% | $179.9m | 860,553 | 15% | added |
| 2 | GDDY GODADDY INC | Technology | 13.6% | $126.3m | 700,884 | -11% | reduced |
| 3 | CACC CREDIT ACCEP CORP MICH | Financial Services | 7.5% | $69.4m | 134,311 | 6% | added |
| 4 | FOUR SHIFT4 PMTS INC | Technology | 7.1% | $66.0m | 807,382 | 21% | added |
| 5 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 6.9% | $63.6m | 378,180 | -0% | held |
| 6 | SNX TD SYNNEX CORPORATION | Technology | 6.4% | $59.8m | 575,086 | -3% | reduced |
| 7 | APTV APTIV PLC | Consumer Cyclical | 5.4% | $50.0m | 839,580 | -4% | reduced |
| 8 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 5.4% | $49.8m | 831,427 | -0% | held |
| 9 | PYPL PAYPAL HLDGS INC | Financial Services | 5.3% | $49.3m | 755,442 | 4% | added |
| 10 | APO APOLLO GLOBAL MGMT INC | Financial Services | 3.4% | $31.4m | 228,980 | -1% | reduced |
| 11 | IR INGERSOLL RAND INC | Industrials | 3.1% | $28.8m | 360,216 | -0% | held |
| 12 | YELP YELP INC | Communication Services | 3.0% | $27.9m | 754,490 | 1% | added |
| 13 | CNM CORE & MAIN INC | Industrials | 3.0% | $27.4m | 567,480 | 5% | added |
| 14 | TDG TRANSDIGM GROUP INC | Industrials | 2.2% | $20.3m | 14,687 | -10% | reduced |
| 15 | W WAYFAIR INC | Consumer Cyclical | 2.0% | $18.2m | 566,778 | 1% | added |
| 16 | WSC WILLSCOT HLDGS CORP | Industrials | 1.8% | $17.1m | 615,518 | -1% | reduced |
| 17 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 1.3% | $12.0m | 270,462 | -26% | reduced |
| 18 | BLND BLEND LABS INC | 1.2% | $11.1m | 3,307,638 | 6% | added | |
| 19 | CARG CARGURUS INC | Communication Services | 0.6% | $5.3m | 181,556 | -0% | held |
| 20 | GNRC GENERAC HLDGS INC | Industrials | 0.5% | $4.8m | 37,820 | -0% | held |
| 21 | IBP INSTALLED BLDG PRODS INC | Consumer Cyclical | 0.5% | $4.7m | 27,460 | 40% | added |
| 22 | ETSY ETSY INC | Consumer Cyclical | 0.3% | $3.2m | 67,232 | -15% | reduced |
| 23 | HQY HEALTHEQUITY INC | Healthcare | 0.2% | $1.5m | 17,000 | – | new |
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.