Filed: 5/15/2025ACC: 0000919574-25-003058
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $927.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$927.52M
Total AUM (reported)
12.90M
Total Shares
Allocation by class
CL A$456.74M49.2%
COM$334.85M36.1%
COM NEW$63.57M6.9%
COM SHS$49.96M5.4%
COM CL A$22.40M2.4%
Portfolio Concentration
Top 3$375.53M40.5%
4–10$369.72M39.9%
11–25$182.27M19.7%
Top 3 weight
40.5%
Top 10 weight
80.3%
Voting Authority Distribution
Total shares with voting rights: 12.90M
Sole
Full voting authority
12.90M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
CARVANA CO
SOLEShares860.55K
TypeSH
Market value$179.92M
19.40%
Sole
860.55K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares700.88K
TypeSH
Market value$126.26M
13.61%
Sole
700.88K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares134.31K
TypeSH
Market value$69.35M
7.48%
Sole
134.31K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares807.38K
TypeSH
Market value$65.97M
7.11%
Sole
807.38K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares378.18K
TypeSH
Market value$63.57M
6.85%
Sole
378.18K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares575.09K
TypeSH
Market value$59.79M
6.45%
Sole
575.09K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares839.58K
TypeSH
Market value$49.96M
5.39%
Sole
839.58K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares831.43K
TypeSH
Market value$49.79M
5.37%
Sole
831.43K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares755.44K
TypeSH
Market value$49.29M
5.31%
Sole
755.44K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares228.98K
TypeSH
Market value$31.36M
3.38%
Sole
228.98K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares360.22K
TypeSH
Market value$28.83M
3.11%
Sole
360.22K
Shared
0.00
None
0.00
YELP INC
SOLEShares754.49K
TypeSH
Market value$27.94M
3.01%
Sole
754.49K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares567.48K
TypeSH
Market value$27.41M
2.96%
Sole
567.48K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares14.69K
TypeSH
Market value$20.32M
2.19%
Sole
14.69K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares566.78K
TypeSH
Market value$18.15M
1.96%
Sole
566.78K
Shared
0.00
None
0.00
WILLSCOT HLDGS CORP
SOLEShares615.52K
TypeSH
Market value$17.11M
1.84%
Sole
615.52K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares270.46K
TypeSH
Market value$11.96M
1.29%
Sole
270.46K
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares3.31M
TypeSH
Market value$11.08M
1.19%
Sole
3.31M
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares181.56K
TypeSH
Market value$5.29M
0.57%
Sole
181.56K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares37.82K
TypeSH
Market value$4.79M
0.52%
Sole
37.82K
Shared
0.00
None
0.00
INSTALLED BLDG PRODS INC
SOLEShares27.46K
TypeSH
Market value$4.71M
0.51%
Sole
27.46K
Shared
0.00
None
0.00
ETSY INC
SOLEShares67.23K
TypeSH
Market value$3.17M
0.34%
Sole
67.23K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares17K
TypeSH
Market value$1.50M
0.16%
Sole
17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 860.55K | SH | $179.92M 19.40% | 860.55K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 700.88K | SH | $126.26M 13.61% | 700.88K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 134.31K | SH | $69.35M 7.48% | 134.31K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 807.38K | SH | $65.97M 7.11% | 807.38K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 378.18K | SH | $63.57M 6.85% | 378.18K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 575.09K | SH | $59.79M 6.45% | 575.09K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 839.58K | SH | $49.96M 5.39% | 839.58K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 831.43K | SH | $49.79M 5.37% | 831.43K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 755.44K | SH | $49.29M 5.31% | 755.44K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 228.98K | SH | $31.36M 3.38% | 228.98K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 360.22K | SH | $28.83M 3.11% | 360.22K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 754.49K | SH | $27.94M 3.01% | 754.49K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 567.48K | SH | $27.41M 2.96% | 567.48K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 14.69K | SH | $20.32M 2.19% | 14.69K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 566.78K | SH | $18.15M 1.96% | 566.78K | 0.00 | 0.00 |
WILLSCOT HLDGS CORPSOLE | COM CL A | 615.52K | SH | $17.11M 1.84% | 615.52K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 270.46K | SH | $11.96M 1.29% | 270.46K | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 3.31M | SH | $11.08M 1.19% | 3.31M | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 181.56K | SH | $5.29M 0.57% | 181.56K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 37.82K | SH | $4.79M 0.52% | 37.82K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCSOLE | COM | 27.46K | SH | $4.71M 0.51% | 27.46K | 0.00 | 0.00 |
ETSY INCSOLE | COM | 67.23K | SH | $3.17M 0.34% | 67.23K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 17K | SH | $1.50M 0.16% | 17K | 0.00 | 0.00 |