Goodnow Investment Group, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Goodnow Investment Group, LLC disclosed 24 US equity positions worth $1.1bn in its Q2 2025 13F filing. The largest position was CVNA at 23.6% of the reported book, followed by GDDY and FOUR. Against the Q1 2025 filing, it opened 4 new positions, added to 4 and reduced 15 among the top 24 holdings.
What did Goodnow Investment Group, LLC own in Q2 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 23.6% | $253.1m | 751,033 | -13% | reduced |
| 2 | GDDY GODADDY INC | Technology | 11.7% | $125.4m | 696,614 | -1% | reduced |
| 3 | FOUR SHIFT4 PMTS INC | Technology | 7.9% | $84.9m | 856,422 | 6% | added |
| 4 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 6.4% | $68.9m | 408,190 | 8% | added |
| 5 | CACC CREDIT ACCEP CORP MICH | Financial Services | 6.4% | $68.4m | 134,311 | 0% | held |
| 6 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 5.2% | $55.9m | 822,127 | -1% | reduced |
| 7 | APTV APTIV PLC | Consumer Cyclical | 5.0% | $53.2m | 779,160 | -7% | reduced |
| 8 | PYPL PAYPAL HLDGS INC | Financial Services | 4.9% | $52.6m | 707,922 | -6% | reduced |
| 9 | SNX TD SYNNEX CORPORATION | Technology | 4.5% | $48.6m | 358,106 | -38% | reduced |
| 10 | APO APOLLO GLOBAL MGMT INC | Financial Services | 3.6% | $38.3m | 269,730 | 18% | added |
| 11 | W WAYFAIR INC | Consumer Cyclical | 3.2% | $34.6m | 675,868 | 19% | added |
| 12 | CNM CORE & MAIN INC | Industrials | 3.1% | $33.8m | 559,940 | -1% | reduced |
| 13 | IR INGERSOLL RAND INC | Industrials | 2.7% | $29.4m | 353,456 | -2% | reduced |
| 14 | YELP YELP INC | Communication Services | 2.4% | $25.7m | 750,380 | -1% | reduced |
| 15 | TDG TRANSDIGM GROUP INC | Industrials | 2.0% | $21.8m | 14,327 | -2% | reduced |
| 16 | CART MAPLEBEAR INC | Consumer Cyclical | 1.8% | $19.4m | 429,387 | – | new |
| 17 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 1.4% | $15.3m | 357,890 | – | new |
| 18 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 1.2% | $13.2m | 267,392 | -1% | reduced |
| 19 | BLND BLEND LABS INC | 1.0% | $10.8m | 3,267,208 | -1% | reduced | |
| 20 | CARG CARGURUS INC | Communication Services | 0.6% | $6.0m | 179,446 | -1% | reduced |
| 21 | KVYO KLAVIYO INC | Technology | 0.5% | $5.4m | 161,400 | – | new |
| 22 | GNRC GENERAC HLDGS INC | Industrials | 0.5% | $5.4m | 37,570 | -1% | reduced |
| 23 | HQY HEALTHEQUITY INC | Healthcare | 0.2% | $1.8m | 16,790 | -1% | reduced |
| 24 | QXO QXO INC | Industrials | 0.1% | $1.5m | 68,760 | – | 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.