Filed: 8/14/2025ACC: 0000919574-25-004654
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$1.07B
Total AUM (reported)
12.92M
Total Shares
Allocation by class
CL A$568.23M52.9%
COM$354.76M33.1%
COM NEW$70.33M6.6%
COM SHS$53.15M5.0%
COM CL A$21.36M2.0%
COM SER A$5.42M0.5%
Portfolio Concentration
Top 3$463.38M43.2%
4–10$385.85M36.0%
11–25$224.03M20.9%
Top 3 weight
43.2%
Top 10 weight
79.1%
Voting Authority Distribution
Total shares with voting rights: 12.92M
Sole
Full voting authority
12.92M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
CARVANA CO
SOLEShares751.03K
TypeSH
Market value$253.07M
23.58%
Sole
751.03K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares696.61K
TypeSH
Market value$125.43M
11.69%
Sole
696.61K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares856.42K
TypeSH
Market value$84.88M
7.91%
Sole
856.42K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares408.19K
TypeSH
Market value$68.85M
6.42%
Sole
408.19K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares134.31K
TypeSH
Market value$68.42M
6.38%
Sole
134.31K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares822.13K
TypeSH
Market value$55.95M
5.21%
Sole
822.13K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares779.16K
TypeSH
Market value$53.15M
4.95%
Sole
779.16K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares707.92K
TypeSH
Market value$52.61M
4.90%
Sole
707.92K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares358.11K
TypeSH
Market value$48.59M
4.53%
Sole
358.11K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares269.73K
TypeSH
Market value$38.27M
3.57%
Sole
269.73K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares675.87K
TypeSH
Market value$34.56M
3.22%
Sole
675.87K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares559.94K
TypeSH
Market value$33.79M
3.15%
Sole
559.94K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares353.46K
TypeSH
Market value$29.40M
2.74%
Sole
353.46K
Shared
0.00
None
0.00
YELP INC
SOLEShares750.38K
TypeSH
Market value$25.72M
2.40%
Sole
750.38K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares14.33K
TypeSH
Market value$21.79M
2.03%
Sole
14.33K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares429.39K
TypeSH
Market value$19.43M
1.81%
Sole
429.39K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares357.89K
TypeSH
Market value$15.35M
1.43%
Sole
357.89K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares267.39K
TypeSH
Market value$13.17M
1.23%
Sole
267.39K
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares3.27M
TypeSH
Market value$10.78M
1.00%
Sole
3.27M
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares179.45K
TypeSH
Market value$6.01M
0.56%
Sole
179.45K
Shared
0.00
None
0.00
KLAVIYO INC
SOLEShares161.40K
TypeSH
Market value$5.42M
0.50%
Sole
161.40K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares37.57K
TypeSH
Market value$5.38M
0.50%
Sole
37.57K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares16.79K
TypeSH
Market value$1.76M
0.16%
Sole
16.79K
Shared
0.00
None
0.00
QXO INC
SOLEShares68.76K
TypeSH
Market value$1.48M
0.14%
Sole
68.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 751.03K | SH | $253.07M 23.58% | 751.03K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 696.61K | SH | $125.43M 11.69% | 696.61K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 856.42K | SH | $84.88M 7.91% | 856.42K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 408.19K | SH | $68.85M 6.42% | 408.19K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 134.31K | SH | $68.42M 6.38% | 134.31K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 822.13K | SH | $55.95M 5.21% | 822.13K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 779.16K | SH | $53.15M 4.95% | 779.16K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 707.92K | SH | $52.61M 4.90% | 707.92K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 358.11K | SH | $48.59M 4.53% | 358.11K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 269.73K | SH | $38.27M 3.57% | 269.73K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 675.87K | SH | $34.56M 3.22% | 675.87K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 559.94K | SH | $33.79M 3.15% | 559.94K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 353.46K | SH | $29.40M 2.74% | 353.46K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 750.38K | SH | $25.72M 2.40% | 750.38K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 14.33K | SH | $21.79M 2.03% | 14.33K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 429.39K | SH | $19.43M 1.81% | 429.39K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 357.89K | SH | $15.35M 1.43% | 357.89K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 267.39K | SH | $13.17M 1.23% | 267.39K | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 3.27M | SH | $10.78M 1.00% | 3.27M | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 179.45K | SH | $6.01M 0.56% | 179.45K | 0.00 | 0.00 |
KLAVIYO INCSOLE | COM SER A | 161.40K | SH | $5.42M 0.50% | 161.40K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 37.57K | SH | $5.38M 0.50% | 37.57K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 16.79K | SH | $1.76M 0.16% | 16.79K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 68.76K | SH | $1.48M 0.14% | 68.76K | 0.00 | 0.00 |