Goodnow Investment Group, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $876 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $180M, Go Daddy Inc. with a value of $126M, Credit Acceptance Corp with a value of $69.4M, Shift4 Payments, Inc. with a value of $66M, and Expedia Group, Inc. with a value of $63.6M.

Examining the 13F form we can see an decrease of $86.5M in the current position value, from $962M to 876M.

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 $876 Million
Consumer Cyclical: $329 Million
Technology: $263 Million
Financial Services: $150 Million
Industrials: $98.5 Million
Communication Services: $33.2 Million
Healthcare: $1.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $876 Million
  • Prior Value $962 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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