Goodnow Investment Group, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Goodnow Investment Group, LLC disclosed 23 US equity positions worth $1.0bn in its Q3 2025 13F filing. The largest position was CVNA at 23.5% of the reported book, followed by GDDY and EXPE. Against the Q2 2025 filing, it opened 1 new position, added to 7 and reduced 13 among the top 23 holdings.
What did Goodnow Investment Group, LLC own in Q3 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 23.5% | $245.7m | 651,263 | -13% | reduced |
| 2 | GDDY GODADDY INC | Technology | 9.5% | $99.8m | 729,084 | 5% | added |
| 3 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 7.1% | $73.7m | 344,910 | -16% | reduced |
| 4 | FOUR SHIFT4 PMTS INC | Technology | 6.4% | $67.2m | 868,092 | 1% | added |
| 5 | APTV APTIV PLC | Consumer Cyclical | 6.3% | $66.0m | 766,000 | -2% | reduced |
| 6 | W WAYFAIR INC | Consumer Cyclical | 5.6% | $58.0m | 649,648 | -4% | reduced |
| 7 | CACC CREDIT ACCEP CORP MICH | Financial Services | 5.3% | $55.8m | 119,601 | -11% | reduced |
| 8 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 5.3% | $55.2m | 654,837 | -20% | reduced |
| 9 | PYPL PAYPAL HLDGS INC | Financial Services | 5.1% | $52.8m | 787,132 | 11% | added |
| 10 | CART MAPLEBEAR INC | Consumer Cyclical | 4.4% | $45.8m | 1,246,158 | 190% | added |
| 11 | APO APOLLO GLOBAL MGMT INC | Financial Services | 3.3% | $34.9m | 261,580 | -3% | reduced |
| 12 | CNM CORE & MAIN INC | Industrials | 3.3% | $34.7m | 643,740 | 15% | added |
| 13 | IR INGERSOLL RAND INC | Industrials | 2.8% | $28.9m | 349,426 | -1% | reduced |
| 14 | YELP YELP INC | Communication Services | 2.1% | $22.1m | 709,750 | -5% | reduced |
| 15 | SNX TD SYNNEX CORPORATION | Technology | 2.0% | $20.4m | 124,606 | -65% | reduced |
| 16 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 1.9% | $20.3m | 351,236 | 31% | added |
| 17 | TDG TRANSDIGM GROUP INC | Industrials | 1.8% | $18.9m | 14,347 | 0% | held |
| 18 | IT GARTNER INC | Technology | 1.2% | $12.9m | 49,230 | – | new |
| 19 | BLND BLEND LABS INC | 1.1% | $11.6m | 3,189,018 | -2% | reduced | |
| 20 | KVYO KLAVIYO INC | Technology | 1.0% | $10.6m | 384,350 | 138% | added |
| 21 | CARG CARGURUS INC | Communication Services | 0.6% | $6.5m | 174,646 | -3% | reduced |
| 22 | HQY HEALTHEQUITY INC | Healthcare | 0.1% | $1.5m | 16,340 | -3% | reduced |
| 23 | QXO QXO INC | Industrials | 0.1% | $1.3m | 68,920 | 0% | held |
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.