Goodnow Investment Group, LLC Portfolio Holdings by Sector

Goodnow Investment Group, LLC

$876 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CVNA W ETSY 3 stocks	$201,249 22.98% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology GDDY FOUR 2 stocks	$192,228 21.95% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC PYPL 2 stocks	$118,643 13.55% of portfolio	2	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$63,572 7.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology SNX 1 stocks	$59,785 6.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$47,890 5.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials IR GNRC 2 stocks	$33,617 3.84% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services YELP CARG 2 stocks	$33,226 3.79% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO 1 stocks	$31,356 3.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$27,414 3.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$20,316 2.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$17,111 1.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical GIL 1 stocks	$11,959 1.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology BLND 1 stocks	$11,080 1.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical IBP 1 stocks	$4,708 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY 1 stocks	$1,502 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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