Goodnow Investment Group, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Goodnow Investment Group, LLC disclosed 22 US equity positions worth $1.1bn in its Q4 2025 13F filing. The largest position was CVNA at 28.0% of the reported book, followed by GDDY and EXPE. Against the Q3 2025 filing, it opened 2 new positions, added to 5 and reduced 14 among the top 22 holdings.
What did Goodnow Investment Group, LLC own in Q4 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 28.0% | $299.7m | 710,091 | 9% | added |
| 2 | GDDY GODADDY INC | Technology | 8.6% | $92.0m | 741,749 | 2% | added |
| 3 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 7.0% | $74.5m | 263,071 | -24% | reduced |
| 4 | W WAYFAIR INC | Consumer Cyclical | 5.9% | $63.6m | 632,952 | -3% | reduced |
| 5 | CART MAPLEBEAR INC | Consumer Cyclical | 5.8% | $62.0m | 1,377,881 | 11% | added |
| 6 | APTV APTIV PLC | Consumer Cyclical | 5.3% | $57.2m | 752,363 | -2% | reduced |
| 7 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 5.3% | $57.1m | 639,895 | -2% | reduced |
| 8 | FOUR SHIFT4 PMTS INC | Technology | 5.0% | $53.6m | 851,200 | -2% | reduced |
| 9 | CACC CREDIT ACCEP CORP MICH | Financial Services | 4.8% | $51.8m | 116,791 | -2% | reduced |
| 10 | CNM CORE & MAIN INC | Industrials | 3.7% | $39.5m | 760,839 | 18% | added |
| 11 | PYPL PAYPAL HLDGS INC | Financial Services | 3.7% | $39.3m | 672,559 | -15% | reduced |
| 12 | APO APOLLO GLOBAL MGMT INC | Financial Services | 3.5% | $37.0m | 255,821 | -2% | reduced |
| 13 | IR INGERSOLL RAND INC | Industrials | 2.5% | $27.2m | 343,778 | -2% | reduced |
| 14 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 2.0% | $21.5m | 343,927 | -2% | reduced |
| 15 | TDG TRANSDIGM GROUP INC | Industrials | 1.9% | $20.5m | 15,442 | 8% | added |
| 16 | YELP YELP INC | Communication Services | 1.8% | $19.4m | 637,180 | -10% | reduced |
| 17 | SN SHARKNINJA INC | Consumer Cyclical | 1.5% | $16.5m | 147,543 | – | new |
| 18 | IT GARTNER INC | Technology | 1.1% | $12.2m | 48,383 | -2% | reduced |
| 19 | KVYO KLAVIYO INC | Technology | 1.1% | $12.2m | 374,549 | -3% | reduced |
| 20 | ZBRA ZEBRA TECHNOLOGIES CORPORATI | Technology | 0.7% | $7.2m | 29,489 | – | new |
| 21 | CARG CARGURUS INC | Communication Services | 0.6% | $6.6m | 170,978 | -2% | reduced |
| 22 | QXO QXO INC | Industrials | 0.1% | $1.3m | 68,620 | -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.