Filed: 2/14/2025ACC: 0000919574-25-001158
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $1.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$1.02B
Total AUM (reported)
13.45M
Total Shares
Allocation by class
CL A$471.08M46.4%
COM$388.88M38.3%
COM NEW$70.57M7.0%
COM SHS$52.66M5.2%
COM CL A$27.50M2.7%
SPONSORED ADR$4.16M0.4%
CL A COM$246.5K0.0%
Portfolio Concentration
Top 3$377.81M37.2%
4–10$398.07M39.2%
11–25$237.01M23.3%
Rest$2.22M0.2%
Top 3 weight
37.2%
Top 10 weight
76.4%
Voting Authority Distribution
Total shares with voting rights: 13.45M
Sole
Full voting authority
13.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
GODADDY INC
SOLEShares784.31K
TypeSH
Market value$154.80M
15.25%
Sole
784.31K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares749.61K
TypeSH
Market value$152.44M
15.02%
Sole
749.61K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares378.72K
TypeSH
Market value$70.57M
6.95%
Sole
378.72K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares669.21K
TypeSH
Market value$69.45M
6.84%
Sole
669.21K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares590.21K
TypeSH
Market value$69.22M
6.82%
Sole
590.21K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares725.46K
TypeSH
Market value$61.92M
6.10%
Sole
725.46K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares126.81K
TypeSH
Market value$59.53M
5.86%
Sole
126.81K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares870.66K
TypeSH
Market value$52.66M
5.19%
Sole
870.66K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares831.48K
TypeSH
Market value$47.14M
4.64%
Sole
831.48K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares231.01K
TypeSH
Market value$38.15M
3.76%
Sole
231.01K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares361.35K
TypeSH
Market value$32.69M
3.22%
Sole
361.35K
Shared
0.00
None
0.00
YELP INC
SOLEShares746.05K
TypeSH
Market value$28.87M
2.84%
Sole
746.05K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares538.83K
TypeSH
Market value$27.43M
2.70%
Sole
538.83K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares562.72K
TypeSH
Market value$24.94M
2.46%
Sole
562.72K
Shared
0.00
None
0.00
WILLSCOT HLDGS CORP
SOLEShares623.57K
TypeSH
Market value$20.86M
2.05%
Sole
623.57K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares16.41K
TypeSH
Market value$20.79M
2.05%
Sole
16.41K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares363.29K
TypeSH
Market value$17.09M
1.68%
Sole
363.29K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares103.87K
TypeSH
Market value$15.48M
1.52%
Sole
103.87K
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares3.12M
TypeSH
Market value$13.15M
1.30%
Sole
3.12M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares70.11K
TypeSH
Market value$11.40M
1.12%
Sole
70.11K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares181.68K
TypeSH
Market value$6.64M
0.65%
Sole
181.68K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares38K
TypeSH
Market value$5.89M
0.58%
Sole
38K
Shared
0.00
None
0.00
ETSY INC
SOLEShares78.93K
TypeSH
Market value$4.17M
0.41%
Sole
78.93K
Shared
0.00
None
0.00
NICE LTD
SOLEShares24.52K
TypeSH
Market value$4.16M
0.41%
Sole
24.52K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares19.61K
TypeSH
Market value$3.44M
0.34%
Sole
19.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GODADDY INCSOLE | CL A | 784.31K | SH | $154.80M 15.25% | 784.31K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 749.61K | SH | $152.44M 15.02% | 749.61K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 378.72K | SH | $70.57M 6.95% | 378.72K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 669.21K | SH | $69.45M 6.84% | 669.21K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 590.21K | SH | $69.22M 6.82% | 590.21K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 725.46K | SH | $61.92M 6.10% | 725.46K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 126.81K | SH | $59.53M 5.86% | 126.81K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 870.66K | SH | $52.66M 5.19% | 870.66K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 831.48K | SH | $47.14M 4.64% | 831.48K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 231.01K | SH | $38.15M 3.76% | 231.01K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 361.35K | SH | $32.69M 3.22% | 361.35K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 746.05K | SH | $28.87M 2.84% | 746.05K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 538.83K | SH | $27.43M 2.70% | 538.83K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 562.72K | SH | $24.94M 2.46% | 562.72K | 0.00 | 0.00 |
WILLSCOT HLDGS CORPSOLE | COM CL A | 623.57K | SH | $20.86M 2.05% | 623.57K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 16.41K | SH | $20.79M 2.05% | 16.41K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 363.29K | SH | $17.09M 1.68% | 363.29K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 103.87K | SH | $15.48M 1.52% | 103.87K | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 3.12M | SH | $13.15M 1.30% | 3.12M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 70.11K | SH | $11.40M 1.12% | 70.11K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 181.68K | SH | $6.64M 0.65% | 181.68K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 38K | SH | $5.89M 0.58% | 38K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 78.93K | SH | $4.17M 0.41% | 78.93K | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 24.52K | SH | $4.16M 0.41% | 24.52K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 19.61K | SH | $3.44M 0.34% | 19.61K | 0.00 | 0.00 |
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