GOODNOW INVESTMENT GROUP, LLC

Q4 2025 13F-HR Holdings

Location
Darien, CT
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$1,071,912
Net value change ($000)
+27,085 (2.6%)
New positions
2
Sold out positions
3
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
CVNA 53,991 22.0%
SN 16,510 NEW
CART 16,168 35.3%
ZBRA 7,161 NEW
W 5,522 9.5%
CNM 4,888 14.1%
APO 2,172 6.2%
SGI 1,908 3.5%
TDG 1,626 8.6%
KVYO 1,519 14.3%
Top Reduces (Value $000, Stocks/ETFs)
SNX -20,404 -100.0%
FOUR -13,590 -20.2%
PYPL -13,521 -25.6%
BLND -11,640 -100.0%
APTV -8,798 -13.3%
GDDY -7,725 -7.7%
CACC -4,053 -7.3%
YELP -2,780 -12.6%
IR -1,636 -5.7%
HQY -1,549 -100.0%
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