The Analysis of GOODNOW INVESTMENT GROUP, LLC's Holdings
Currently, GOODNOW INVESTMENT GROUP, LLC holds 23 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in CART (+816.8K shares, valued at $30.0M), IT (+49.2K shares, valued at $12.9M), KVYO (+222.9K shares, valued at $6.2M); decreased their positions in SNX (-233.5K shares, valued at $38.2M), CVNA (-99.8K shares, valued at $37.6M), SGI (-167.3K shares, valued at $14.1M); initiated new positions in IT (+49.2K shares, valued at $12.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CVNA CARVANA CO651.3K shares-13.28%2025-09-302025-11-14
GDDY GODADDY INC729.1K shares4.66%2025-09-302025-11-14 EXPE EXPEDIA GROUP INC344.9K shares-15.50%2025-09-302025-11-14 FOUR SHIFT4 PMTS INC868.1K shares1.36%2025-09-302025-11-14 APTV APTIV PLC766.0K shares-1.69%2025-09-302025-11-14 W WAYFAIR INC649.6K shares-3.88%2025-09-302025-11-14 CACC CREDIT ACCEP CORP MICH119.6K shares-10.95%2025-09-302025-11-14 SGI SOMNIGROUP INTERNATIONAL INC654.8K shares-20.35%2025-09-302025-11-14 PYPL PAYPAL HLDGS INC787.1K shares11.19%2025-09-302025-11-14 CART MAPLEBEAR INC1.2M shares190.22%2025-09-302025-11-14 APO APOLLO GLOBAL MGMT INC261.6K shares-3.02%2025-09-302025-11-14 CNM CORE & MAIN INC643.7K shares14.97%2025-09-302025-11-14 IR INGERSOLL RAND INC349.4K shares-1.14%2025-09-302025-11-14 YELP YELP INC709.8K shares-5.41%2025-09-302025-11-14 SNX TD SYNNEX CORPORATION124.6K shares-65.20%2025-09-302025-11-14 GIL GILDAN ACTIVEWEAR INC351.2K shares31.36%2025-09-302025-11-14 TDG TRANSDIGM GROUP INC14.3K shares0.14%2025-09-302025-11-14 IT GARTNER INC49.2K sharesnew addition2025-09-302025-11-14 BLND BLEND LABS INC3.2M shares-2.39%2025-09-302025-11-14 KVYO KLAVIYO INC384.4K shares138.14%2025-09-302025-11-14 CARG CARGURUS INC174.6K shares-2.67%2025-09-302025-11-14 HQY HEALTHEQUITY INC16.3K shares-2.68%2025-09-302025-11-14 QXO QXO INC68.9K shares0.23%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available