GOODNOW INVESTMENT GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 3.19M | $11.64M |
 | CART | 1.25M | $45.81M |
 | FOUR | 868K | $67.19M |
 | PYPL | 787K | $52.79M |
 | APTV | 766K | $66.04M |
 | GDDY | 729K | $99.76M |
 | YELP | 710K | $22.14M |
 | CVNA | 651K | $245.68M |
 | W | 650K | $58.03M |
 | CNM | 644K | $34.65M |
 | KVYO | 384K | $10.64M |
 | GIL | 351K | $20.30M |
 | IR | 349K | $28.87M |
 | EXPE | 345K | $73.72M |
 | APO | 262K | $34.86M |
 | CARG | 175K | $6.50M |
 | SNX | 125K | $20.40M |
 | CACC | 120K | $55.85M |
 | QXO | 69K | $1.31M |
 | IT | 49K | $12.94M |
Blend Labs, Inc.
BLND
Shares Held
3.19M
Value
$11.64M
Instacart (Maplebear Inc.)
CART
Shares Held
1.25M
Value
$45.81M
Shift4 Payments, Inc.
FOUR
Shares Held
868K
Value
$67.19M
PayPal Holdings, Inc.
PYPL
Shares Held
787K
Value
$52.79M
Aptiv PLC
APTV
Shares Held
766K
Value
$66.04M
GoDaddy Inc.
GDDY
Shares Held
729K
Value
$99.76M
Yelp Inc.
YELP
Shares Held
710K
Value
$22.14M
Carvana Co.
CVNA
Shares Held
651K
Value
$245.68M
Wayfair Inc.
W
Shares Held
650K
Value
$58.03M
Core & Main, Inc.
CNM
Shares Held
644K
Value
$34.65M
Klaviyo, Inc.
KVYO
Shares Held
384K
Value
$10.64M
Gildan Activewear Inc.
GIL
Shares Held
351K
Value
$20.30M
Ingersoll Rand Inc.
IR
Shares Held
349K
Value
$28.87M
Expedia Group, Inc.
EXPE
Shares Held
345K
Value
$73.72M
Apollo Global Management, Inc.
APO
Shares Held
262K
Value
$34.86M
CarGurus, Inc.
CARG
Shares Held
175K
Value
$6.50M
TD SYNNEX Corporation
SNX
Shares Held
125K
Value
$20.40M
Credit Acceptance Corporation
CACC
Shares Held
120K
Value
$55.85M
QXO Inc
QXO
Shares Held
69K
Value
$1.31M
Gartner, Inc.
IT
Shares Held
49K
Value
$12.94M