GOODNOW INVESTMENT GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CART | 1.38M | $61.98M |
 | FOUR | 851K | $53.60M |
 | CNM | 761K | $39.54M |
 | APTV | 752K | $57.25M |
 | GDDY | 742K | $92.04M |
 | CVNA | 710K | $299.67M |
 | PYPL | 673K | $39.26M |
 | SGI | 640K | $57.13M |
 | YELP | 637K | $19.36M |
 | W | 633K | $63.55M |
 | KVYO | 375K | $12.16M |
 | GIL | 344K | $21.48M |
 | IR | 344K | $27.23M |
 | EXPE | 263K | $74.53M |
 | APO | 256K | $37.03M |
 | CARG | 171K | $6.56M |
 | SN | 148K | $16.51M |
 | CACC | 117K | $51.79M |
 | QXO | 69K | $1.32M |
 | IT | 48K | $12.21M |
Instacart (Maplebear Inc.)
CART
Shares Held
1.38M
Value
$61.98M
Shift4 Payments, Inc.
FOUR
Shares Held
851K
Value
$53.60M
Core & Main, Inc.
CNM
Shares Held
761K
Value
$39.54M
Aptiv PLC
APTV
Shares Held
752K
Value
$57.25M
GoDaddy Inc.
GDDY
Shares Held
742K
Value
$92.04M
Carvana Co.
CVNA
Shares Held
710K
Value
$299.67M
PayPal Holdings, Inc.
PYPL
Shares Held
673K
Value
$39.26M
Somnigroup International Inc
SGI
Shares Held
640K
Value
$57.13M
Yelp Inc.
YELP
Shares Held
637K
Value
$19.36M
Wayfair Inc.
W
Shares Held
633K
Value
$63.55M
Klaviyo, Inc.
KVYO
Shares Held
375K
Value
$12.16M
Gildan Activewear Inc.
GIL
Shares Held
344K
Value
$21.48M
Ingersoll Rand Inc.
IR
Shares Held
344K
Value
$27.23M
Expedia Group, Inc.
EXPE
Shares Held
263K
Value
$74.53M
Apollo Global Management, Inc.
APO
Shares Held
256K
Value
$37.03M
CarGurus, Inc.
CARG
Shares Held
171K
Value
$6.56M
SharkNinja, Inc.
SN
Shares Held
148K
Value
$16.51M
Credit Acceptance Corporation
CACC
Shares Held
117K
Value
$51.79M
QXO, Inc.
QXO
Shares Held
69K
Value
$1.32M
Gartner, Inc.
IT
Shares Held
48K
Value
$12.21M