Filed: 11/14/2025ACC: 0000919574-25-006794
📋 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 $1.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.04B
Total AUM (reported)
13.15M
Total Shares
Allocation by class
CL A$539.10M51.6%
COM$347.50M33.3%
COM NEW$75.04M7.2%
COM SHS$66.04M6.3%
COM SER A$10.64M1.0%
COM CL A$6.50M0.6%
Portfolio Concentration
Top 3$419.17M40.1%
4–10$400.93M38.4%
11–25$224.73M21.5%
Top 3 weight
40.1%
Top 10 weight
78.5%
Voting Authority Distribution
Total shares with voting rights: 13.15M
Sole
Full voting authority
13.15M
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
SOLEShares651.26K
TypeSH
Market value$245.68M
23.51%
Sole
651.26K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares729.08K
TypeSH
Market value$99.76M
9.55%
Sole
729.08K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares344.91K
TypeSH
Market value$73.72M
7.06%
Sole
344.91K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares868.09K
TypeSH
Market value$67.19M
6.43%
Sole
868.09K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares766K
TypeSH
Market value$66.04M
6.32%
Sole
766K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares649.65K
TypeSH
Market value$58.03M
5.55%
Sole
649.65K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares119.60K
TypeSH
Market value$55.85M
5.34%
Sole
119.60K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares654.84K
TypeSH
Market value$55.22M
5.29%
Sole
654.84K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares787.13K
TypeSH
Market value$52.79M
5.05%
Sole
787.13K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares1.25M
TypeSH
Market value$45.81M
4.38%
Sole
1.25M
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares261.58K
TypeSH
Market value$34.86M
3.34%
Sole
261.58K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares643.74K
TypeSH
Market value$34.65M
3.32%
Sole
643.74K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares349.43K
TypeSH
Market value$28.87M
2.76%
Sole
349.43K
Shared
0.00
None
0.00
YELP INC
SOLEShares709.75K
TypeSH
Market value$22.14M
2.12%
Sole
709.75K
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares124.61K
TypeSH
Market value$20.40M
1.95%
Sole
124.61K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares351.24K
TypeSH
Market value$20.30M
1.94%
Sole
351.24K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares14.35K
TypeSH
Market value$18.91M
1.81%
Sole
14.35K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares49.23K
TypeSH
Market value$12.94M
1.24%
Sole
49.23K
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares3.19M
TypeSH
Market value$11.64M
1.11%
Sole
3.19M
Shared
0.00
None
0.00
KLAVIYO INC
SOLEShares384.35K
TypeSH
Market value$10.64M
1.02%
Sole
384.35K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares174.65K
TypeSH
Market value$6.50M
0.62%
Sole
174.65K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares16.34K
TypeSH
Market value$1.55M
0.15%
Sole
16.34K
Shared
0.00
None
0.00
QXO INC
SOLEShares68.92K
TypeSH
Market value$1.31M
0.13%
Sole
68.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 651.26K | SH | $245.68M 23.51% | 651.26K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 729.08K | SH | $99.76M 9.55% | 729.08K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 344.91K | SH | $73.72M 7.06% | 344.91K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 868.09K | SH | $67.19M 6.43% | 868.09K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 766K | SH | $66.04M 6.32% | 766K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 649.65K | SH | $58.03M 5.55% | 649.65K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 119.60K | SH | $55.85M 5.34% | 119.60K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 654.84K | SH | $55.22M 5.29% | 654.84K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 787.13K | SH | $52.79M 5.05% | 787.13K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 1.25M | SH | $45.81M 4.38% | 1.25M | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 261.58K | SH | $34.86M 3.34% | 261.58K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 643.74K | SH | $34.65M 3.32% | 643.74K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 349.43K | SH | $28.87M 2.76% | 349.43K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 709.75K | SH | $22.14M 2.12% | 709.75K | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 124.61K | SH | $20.40M 1.95% | 124.61K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 351.24K | SH | $20.30M 1.94% | 351.24K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 14.35K | SH | $18.91M 1.81% | 14.35K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 49.23K | SH | $12.94M 1.24% | 49.23K | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 3.19M | SH | $11.64M 1.11% | 3.19M | 0.00 | 0.00 |
KLAVIYO INCSOLE | COM SER A | 384.35K | SH | $10.64M 1.02% | 384.35K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 174.65K | SH | $6.50M 0.62% | 174.65K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 16.34K | SH | $1.55M 0.15% | 16.34K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 68.92K | SH | $1.31M 0.13% | 68.92K | 0.00 | 0.00 |