Goodnow Investment Group, LLC Portfolio Holdings

Goodnow Investment Group, LLC

  • $985 Million
  • Q2 2025

Goodnow Investment Group, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $985 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $253M, Go Daddy Inc. with a value of $125M, Shift4 Payments, Inc. with a value of $84.9M, Expedia Group, Inc. with a value of $68.9M, and Credit Acceptance Corp with a value of $68.4M.

Examining the 13F form we can see an increase of $110M in the current position value, from $876M to 985M.

Goodnow Investment Group, LLC is based out at Darien, CT

Below you can find more details about Goodnow Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $985 Million
Consumer Cyclical: $432 Million
Technology: $270 Million
Financial Services: $159 Million
Industrials: $90.4 Million
Communication Services: $31.7 Million
Healthcare: $1.76 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.2B
$253 Million 25.69% of portfolio
751,033
Q2 2025 Reduced 12.73%
$22B
$125 Million 12.73% of portfolio
696,614
Q2 2025 Reduced 0.61%
$4.44B
$84.9 Million 8.62% of portfolio
856,422
Q2 2025 Added 6.07%
$30.9B
$68.9 Million 6.99% of portfolio
408,190
Q2 2025 Added 7.94%
$6.18B
$68.4 Million 6.95% of portfolio
134,311
Q1 2025 Added 5.91%
$78.6B
$52.6 Million 5.34% of portfolio
707,922
Q2 2025 Reduced 6.29%
$14.4B
$48.6 Million 4.93% of portfolio
358,106
Q2 2025 Reduced 37.73%
$9.92B
$47.4 Million 4.81% of portfolio
822,127
Q2 2025 Reduced 1.12%
$86.8B
$38.3 Million 3.88% of portfolio
269,730
Q2 2025 Added 17.8%
$6.02B
$34.6 Million 3.51% of portfolio
675,868
Q2 2025 Added 19.25%
$11.3B
$33.8 Million 3.43% of portfolio
559,940
Q2 2025 Reduced 1.33%
$31.6B
$29.4 Million 2.98% of portfolio
353,456
Q2 2025 Reduced 1.88%
$2.18B
$25.7 Million 2.61% of portfolio
750,380
Q2 2025 Reduced 0.54%
$76.5B
$21.8 Million 2.21% of portfolio
14,327
Q2 2025 Reduced 2.45%
$19.3B
$15.3 Million 1.56% of portfolio
357,890
Q2 2025 New
$8.91B
$13.2 Million 1.34% of portfolio
267,392
Q2 2025 Reduced 1.14%
$3.14B
$6.01 Million 0.61% of portfolio
179,446
Q2 2025 Reduced 1.16%
$12.7B
$5.38 Million 0.55% of portfolio
37,570
Q2 2025 Reduced 0.66%
$7.83B
$1.76 Million 0.18% of portfolio
16,790
Q2 2025 Reduced 1.24%
Maplebear Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Klaviyo Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Aptiv PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 7.2%
Qxo Inc
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $985 Million
  • Prior Value $876 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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