13F-HR filed by GOODNOW INVESTMENT GROUP, LLC
GOODNOW INVESTMENT GROUP, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 23 holding rows worth $1,044,827,227.
- Accession
- 0000919574-25-006794
- Filer
- CIK 1362255
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 23 entries on the cover page, a total value of $1,044,827,227 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,044,827,227 with VALUE read as dollars as filed, 13F file number 028-11908. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CARVANA CO CL A | 146869102 | Stock | 651,263 | $245,682,454 | dollars as filed | |
| GODADDY INC CL A | 380237107 | Stock | 729,084 | $99,760,564 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 344,910 | $73,724,513 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 868,092 | $67,190,321 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 766,000 | $66,044,520 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 649,648 | $58,033,056 | dollars as filed | |
| CREDIT ACCEP CORP MICH | 225310101 | COM | 119,601 | $55,845,295 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 654,837 | $55,222,404 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 787,132 | $52,785,072 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 1,246,158 | $45,808,768 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 261,580 | $34,860,767 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 643,740 | $34,652,524 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 349,426 | $28,869,576 | dollars as filed | |
| YELP INC CL A | 985817105 | Stock | 709,750 | $22,144,200 | dollars as filed | |
| TD SYNNEX CORPORATION COM | 87162W100 | Stock | 124,606 | $20,404,233 | dollars as filed | |
| GILDAN ACTIVEWEAR INC COM | 375916103 | Stock | 351,236 | $20,301,441 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 14,347 | $18,909,633 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 49,230 | $12,941,090 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 3,189,018 | $11,639,916 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 384,350 | $10,642,652 | dollars as filed | |
| CARGURUS INC COM CL A | 141788109 | Stock | 174,646 | $6,502,071 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 16,340 | $1,548,542 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 68,920 | $1,313,615 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-25-006794 | this filing | 2025-11-14 | acceptance time not in the bulk data set |