GOODNOW INVESTMENT GROUP, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, GOODNOW INVESTMENT GROUP, LLC held in its portfolio 22 assets valued at $1,071,912,188 (i.e. $1.07B).

The most valuable assets in the portfolio included: CARVANA CO ($299.67M), GODADDY INC ($92.04M), and EXPEDIA GROUP INC ($74.53M).

The chart below shows the top 10 valuable assets, and the table below shows the top 22 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in GOODNOW INVESTMENT GROUP, LLC Portfolio

CARVANA CO

GODADDY INC

EXPEDIA GROUP INC

WAYFAIR INC

MAPLEBEAR INC

APTIV PLC

SOMNIGROUP INTERNATIONAL INC

SHIFT4 PMTS INC

CREDIT ACCEP CORP MICH

CORE & MAIN INC

GOODNOW INVESTMENT GROUP, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CARVANA CO	710091	299672604	CL A
GODADDY INC	741749	92036216	CL A
EXPEDIA GROUP INC	263071	74530645	COM NEW
WAYFAIR INC	632952	63554710	CL A
MAPLEBEAR INC	1377881	61977087	COM
APTIV PLC	752363	57247301	COM SHS
SOMNIGROUP INTERNATIONAL INC	639895	57129826	COM
SHIFT4 PMTS INC	851200	53600064	CL A
CREDIT ACCEP CORP MICH	116791	51792137	COM
CORE & MAIN INC	760839	39540803	CL A
PAYPAL HLDGS INC	672559	39263994	COM
APOLLO GLOBAL MGMT INC	255821	37032648	COM
INGERSOLL RAND INC	343778	27234093	COM
GILDAN ACTIVEWEAR INC	343927	21481680	COM
TRANSDIGM GROUP INC	15442	20535544	COM
YELP INC	637180	19363900	CL A
SHARKNINJA INC	147543	16510062	COM SHS
GARTNER INC	48383	12206063	COM
KLAVIYO INC	374549	12161606	COM SER A
ZEBRA TECHNOLOGIES CORPORATI	29489	7160519	CL A
CARGURUS INC	170978	6557006	COM CL A
QXO INC	68620	1323680	COM NEW