Goodnow Investment Group, LLC Portfolio Holdings by Sector
Goodnow Investment Group, LLC
- $904 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
CVNA W 2 stocks |
$303,715
33.62% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
GDDY FOUR 2 stocks |
$166,950
18.48% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
CACC PYPL 2 stocks |
$108,630
12.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$73,724
8.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$37,718
4.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Asset Management | Financial Services
APO 1 stocks |
$34,860
3.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
CNM 1 stocks |
$34,652
3.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
IR 1 stocks |
$28,869
3.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
YELP CARG 2 stocks |
$28,646
3.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
SNX 1 stocks |
$20,404
2.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIL 1 stocks |
$20,301
2.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$18,909
2.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IT 1 stocks |
$12,941
1.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
BLND 1 stocks |
$11,639
1.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$1,548
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|