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GOODNOW INVESTMENT GROUP, LLC

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13F filer, CIK 1362255, Darien, CT

GOODNOW INVESTMENT GROUP, LLC reported $927,517,426 across 23 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 80.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-003058

Period
2025-03-31
Reported value
$928M
Holdings
23
Top 10 weight
80.35%
New
1
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVNAadded+110,946$23.2M
FOURadded+138,170$11.3M
CACCadded+7,500$3.87M
PYPLadded+29,980$1.96M
HQYnew+17,000$1.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ICEexited-103,870-$15.5M
GDDYreduced-83,430-$15M
AMATexited-70,110-$11.4M
NICEexited-24,520-$4.16M
GILreduced-92,830-$4.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000919574-25-003058, largest first. % of portfolio is the value over $927,517,426, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879,987 shares; 2024Q4: 749,607 shares; 2025Q1: 860,553 shares 860,553$180M19.4%+110,946Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,804 shares; 2024Q4: 784,314 shares; 2025Q1: 700,884 shares 700,884$126M13.61%-83,430Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,501 shares; 2024Q4: 126,811 shares; 2025Q1: 134,311 shares 134,311$69.4M7.48%+7,500Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,762 shares; 2024Q4: 669,212 shares; 2025Q1: 807,382 shares 807,382$66M7.11%+138,170Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,270 shares; 2024Q4: 378,720 shares; 2025Q1: 378,180 shares 378,180$63.6M6.85%-540Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,536 shares; 2024Q4: 590,206 shares; 2025Q1: 575,086 shares 575,086$59.8M6.45%-15,120Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 870,660 shares; 2025Q1: 839,580 shares 839,580$50M5.39%-31,080Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845,207 shares; 2024Q4: 831,477 shares; 2025Q1: 831,427 shares 831,427$49.8M5.37%-50Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,082 shares; 2024Q4: 725,462 shares; 2025Q1: 755,442 shares 755,442$49.3M5.31%+29,980Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,330 shares; 2024Q4: 231,010 shares; 2025Q1: 228,980 shares 228,980$31.4M3.38%-2,030Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,966 shares; 2024Q4: 361,346 shares; 2025Q1: 360,216 shares 360,216$28.8M3.11%-1,130Timeline
YELPYELP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,330 shares; 2024Q4: 746,050 shares; 2025Q1: 754,490 shares 754,490$27.9M3.01%+8,440Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 538,830 shares; 2025Q1: 567,480 shares 567,480$27.4M2.96%+28,650Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 16,407 shares; 2025Q1: 14,687 shares 14,687$20.3M2.19%-1,720Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,308 shares; 2024Q4: 562,718 shares; 2025Q1: 566,778 shares 566,778$18.2M1.96%+4,060Timeline
WSCWILLSCOT HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,958 shares; 2024Q4: 623,568 shares; 2025Q1: 615,518 shares 615,518$17.1M1.84%-8,050Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,382 shares; 2024Q4: 363,292 shares; 2025Q1: 270,462 shares 270,462$12M1.29%-92,830Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479,458 shares; 2024Q4: 3,122,648 shares; 2025Q1: 3,307,638 shares 3,307,638$11.1M1.19%+184,990Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,716 shares; 2024Q4: 181,676 shares; 2025Q1: 181,556 shares 181,556$5.29M0.57%-120Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,640 shares; 2024Q4: 38,000 shares; 2025Q1: 37,820 shares 37,820$4.79M0.52%-180Timeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,610 shares; 2025Q1: 27,460 shares 27,460$4.71M0.51%+7,850Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,568 shares; 2024Q4: 78,928 shares; 2025Q1: 67,232 shares 67,232$3.17M0.34%-11,696Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,000 shares 17,000$1.5M0.16%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ICEINTERCONTINENTAL EXCHANGE IN103,870$15.5Mshares
AMATAPPLIED MATLS INC70,110$11.4Mshares
NICENICE LTD24,520$4.16Mshares
BEACON ROOFING SUPPLY INCBEACON ROOFING SUPPLY INC19,380$1.97Mshares
PNSTQPINSTRIPES HOLDINGS, INC CL A624,131$247Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-003058 base2025-05-15acceptance time not in the bulk data set