Goodnow Investment Group, LLC Portfolio Holdings

Goodnow Investment Group, LLC

  • $904 Million
  • Q3 2025

Goodnow Investment Group, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $904 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $246M, Go Daddy Inc. with a value of $99.8M, Expedia Group, Inc. with a value of $73.7M, Shift4 Payments, Inc. with a value of $67.2M, and Wayfair Inc. with a value of $58M.

Examining the 13F form we can see an decrease of $81.7M in the current position value, from $985M to 904M.

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 $904 Million
Consumer Cyclical: $435 Million
Technology: $212 Million
Financial Services: $143 Million
Industrials: $82.4 Million
Communication Services: $28.6 Million
Healthcare: $1.55 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.9B
$246 Million 27.19% of portfolio
651,263
Q3 2025 Reduced 13.28%
$20.3B
$99.8 Million 11.04% of portfolio
729,084
Q3 2025 Added 4.66%
$40.2B
$73.7 Million 8.16% of portfolio
344,910
Q3 2025 Reduced 15.5%
$3.57B
$67.2 Million 7.44% of portfolio
868,092
Q3 2025 Added 1.36%
$8.22B
$58 Million 6.42% of portfolio
649,648
Q3 2025 Reduced 3.88%
$5.7B
$55.8 Million 6.18% of portfolio
119,601
Q3 2025 Reduced 10.95%
$71.6B
$52.8 Million 5.84% of portfolio
787,132
Q3 2025 Added 11.19%
$9.92B
$37.7 Million 4.17% of portfolio
654,837
Q3 2025 Reduced 20.35%
$78.4B
$34.9 Million 3.86% of portfolio
261,580
Q3 2025 Reduced 3.02%
$8.12B
$34.7 Million 3.84% of portfolio
643,740
Q3 2025 Added 14.97%
$30.4B
$28.9 Million 3.2% of portfolio
349,426
Q3 2025 Reduced 1.14%
$1.99B
$22.1 Million 2.45% of portfolio
709,750
Q3 2025 Reduced 5.41%
$14B
$20.4 Million 2.26% of portfolio
124,606
Q3 2025 Reduced 65.2%
$10.6B
$20.3 Million 2.25% of portfolio
351,236
Q3 2025 Added 31.36%
$72.7B
$18.9 Million 2.09% of portfolio
14,347
Q3 2025 Added 0.14%
$18.3B
$12.9 Million 1.43% of portfolio
49,230
Q3 2025 New
$3.65B
$6.5 Million 0.72% of portfolio
174,646
Q3 2025 Reduced 2.67%
$8.6B
$1.55 Million 0.17% of portfolio
16,340
Q3 2025 Reduced 2.68%
Qxo Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.23%
Maplebear Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 190.22%
Klaviyo Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 138.14%
Aptiv PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.69%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $904 Million
  • Prior Value $985 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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