GOODNOW INVESTMENT GROUP, LLC
•CIK: 1362255•Filing: Q4 2025
**GOODNOW INVESTMENT GROUP, LLC** manages $1.1B across a concentrated portfolio of 22 positions. The fund exhibits significant conviction in select names, with its largest holding in CVNA at $299.7M, representing a substantial allocation. Further top-tier positions include GDDY ($92.0M) and EXPE ($74.5M). This structure suggests a focused, high-conviction approach targeting specific market opportunities.
Total AUM
$1.1B
QoQ Performance
+2.6%
Positions
22
Top 10 Concentration
79.4%
Latest Filing
Q4 2025
Top Holdings Allocation
CVNA
GDDY
EXPE
W
CART
APTI
TPD
FOUR
CVNA28.0%
GDDY8.6%
EXPE7.0%
W5.9%
CART5.8%
APTIV5.3%
TPD5.3%
FOUR5.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑5 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023