Goodnow Investment Group, LLC Portfolio Holdings by Sector

Goodnow Investment Group, LLC

$985 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA W 2 stocks	$287,631 29.2% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology GDDY FOUR 2 stocks	$210,311 21.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC PYPL 2 stocks	$121,034 12.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$68,853 6.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology SNX 1 stocks	$48,594 4.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$47,354 4.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO 1 stocks	$38,266 3.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials IR GNRC 2 stocks	$34,780 3.53% of portfolio	-	2	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$33,792 3.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services YELP CARG 2 stocks	$31,721 3.22% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$21,786 2.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$15,349 1.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$13,166 1.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND 1 stocks	$10,781 1.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY 1 stocks	$1,758 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts

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