GOODNOW INVESTMENT GROUP, LLC

Q3 2025 13F-HR Holdings

Location
Darien, CT
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
23
Total value ($000)
$1,044,827
Net value change ($000)
-28,432 (-2.6%)
New positions
1
Sold out positions
2
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CART 26,384 135.8%
W 23,469 67.9%
IT 12,941 NEW
APTV 12,891 24.3%
GIL 7,135 54.2%
KVYO 5,223 96.4%
EXPE 4,872 7.1%
CNM 861 2.5%
BLND 858 8.0%
CARG 496 8.3%
Top Reduces (Value $000, Stocks/ETFs)
SNX -28,191 -58.0%
GDDY -25,671 -20.5%
FOUR -17,690 -20.8%
DKNG -15,350 -100.0%
CACC -12,577 -18.4%
CVNA -7,386 -2.9%
GNRC -5,380 -100.0%
YELP -3,572 -13.9%
APO -3,406 -8.9%
TDG -2,876 -13.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type