Goodnow Investment Group, LLC Portfolio Holdings

Goodnow Investment Group, LLC

  • $962 Million
  • Q4 2024

Goodnow Investment Group, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $962 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Go Daddy Inc. with a value of $155M, Carvana Co. with a value of $152M, Expedia Group, Inc. with a value of $70.6M, Shift4 Payments, Inc. with a value of $69.5M, and Td Synnex Corp with a value of $69.2M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $942M to 962M.

Goodnow Investment Group, LLC is based out at Darien, CT

Below you can find more details about Goodnow Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $962 Million
Technology: $322 Million
Consumer Cyclical: $320 Million
Financial Services: $175 Million
Industrials: $110 Million
Communication Services: $35.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.3B
$155 Million 16.09% of portfolio
784,314
Q4 2024 Reduced 7.38%
$15.2B
$152 Million 15.84% of portfolio
749,607
Q4 2024 Reduced 14.82%
$24.7B
$70.6 Million 7.33% of portfolio
378,720
Q4 2024 Reduced 1.7%
$4.62B
$69.5 Million 7.22% of portfolio
669,212
Q4 2024 Reduced 1.7%
$12.2B
$69.2 Million 7.19% of portfolio
590,206
Q4 2024 Reduced 1.72%
$79.4B
$61.9 Million 6.44% of portfolio
725,462
Q4 2024 Reduced 1.58%
$6.13B
$59.5 Million 6.19% of portfolio
126,811
Q4 2024 Added 61.54%
$9.53B
$47.1 Million 4.9% of portfolio
831,477
Q4 2024 Reduced 1.62%
$81B
$38.2 Million 3.97% of portfolio
231,010
Q4 2024 Reduced 40.36%
$32.9B
$32.7 Million 3.4% of portfolio
361,346
Q4 2024 Reduced 1.8%
$2.45B
$28.9 Million 3.0% of portfolio
746,050
Q4 2024 Reduced 0.83%
$8.19B
$27.4 Million 2.85% of portfolio
538,830
Q4 2024 New
$2.68B
$24.9 Million 2.59% of portfolio
562,718
Q4 2024 Added 26.94%
$6.4B
$20.9 Million 2.17% of portfolio
623,568
Q4 2024 Reduced 1.79%
$71.9B
$20.8 Million 2.16% of portfolio
16,407
Q4 2024 Reduced 21.56%
$8.78B
$17.1 Million 1.78% of portfolio
363,292
Q4 2024 Reduced 1.65%
$820M
$13.1 Million 1.37% of portfolio
3,122,648
Q4 2024 Added 25.94%
$128B
$11.4 Million 1.18% of portfolio
70,110
Q4 2024 New
$3.2B
$6.64 Million 0.69% of portfolio
181,676
Q4 2024 Reduced 1.65%
$8.38B
$5.89 Million 0.61% of portfolio
38,000
Q4 2024 Reduced 1.66%
$8.93B
$4.16 Million 0.43% of portfolio
24,520
Q4 2024 New
$5.69B
$4.17 Million 0.43% of portfolio
78,928
Q4 2024 Reduced 83.54%
$4.93B
$3.44 Million 0.36% of portfolio
19,610
Q4 2024 New
$7.72B
$1.97 Million 0.2% of portfolio
19,380
Q4 2024 Reduced 1.82%
$0
$0 0.0% of portfolio
624,131
Q4 2024 Reduced 4.65%
Aptiv PLC
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $962 Million
  • Prior Value $942 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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