GOODNOW INVESTMENT GROUP, LLC
CIK: 0001362255SEC EDGAR →
Portfolio Value
$1.1B
Holdings
22
As of
Q4 2025
New Positions
1
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | 710,091 | $299.7M | 27.96% |
| 2 | GODADDY INC | 741,749 | $92.0M | 8.59% |
| 3 | EXPEDIA GROUP INC | 263,071 | $74.5M | 6.95% |
| 4 | WAYFAIR INC | 632,952 | $63.6M | 5.93% |
| 5 | MAPLEBEAR INC | 1,377,881 | $62.0M | 5.78% |
| 6 | APTIV PLC | 752,363 | $57.2M | 5.34% |
| 7 | SOMNIGROUP INTERNATIONAL INC | 639,895 | $57.1M | 5.33% |
| 8 | SHIFT4 PMTS INC | 851,200 | $53.6M | 5.00% |
| 9 | CREDIT ACCEP CORP MICH | 116,791 | $51.8M | 4.83% |
| 10 | CORE & MAIN INC | 760,839 | $39.5M | 3.69% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 8 | $601.5M | 56.1% |
| Technology | 5 | $177.2M | 16.5% |
| Financial Services | 3 | $128.1M | 11.9% |
| Unknown | 2 | $77.7M | 7.2% |
| Industrials | 3 | $68.1M | 6.4% |
| Communication Services | 1 | $19.4M | 1.8% |