Q1 2025 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2025-05-15 · accession 0000919574-25-003058
$927.5M
Reported value
23
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $179.9M | 19.4% | 860,553 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $126.3M | 13.6% | 700,884 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $69.4M | 7.48% | 134,311 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $66.0M | 7.11% | 807,382 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $63.6M | 6.85% | 378,180 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $59.8M | 6.45% | 575,086 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $50.0M | 5.39% | 839,580 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $49.8M | 5.37% | 831,427 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $49.3M | 5.31% | 755,442 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $31.4M | 3.38% | 228,980 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $28.8M | 3.11% | 360,216 | Common | SOLE |
| 985817105 | YELP | YELP INC | $27.9M | 3.01% | 754,490 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $27.4M | 2.96% | 567,480 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $20.3M | 2.19% | 14,687 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $18.2M | 1.96% | 566,778 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $17.1M | 1.84% | 615,518 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $12.0M | 1.29% | 270,462 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $11.1M | 1.19% | 3,307,638 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $5.3M | 0.57% | 181,556 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $4.8M | 0.52% | 37,820 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $4.7M | 0.51% | 27,460 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $3.2M | 0.34% | 67,232 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $1.5M | 0.16% | 17,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.