GOODNOW INVESTMENT GROUP, LLC

Hedge Fund • Long/Short

GOODNOW INVESTMENT GROUP, LLC is a Long/Short Hedge Fund based in Darien, CT led by Peter John Gavey, managing $1.1B across 24 long positions as of Q3 2025 with 51% Consumer Cyclical concentration, 75% concentrated in top 10 holdings, and 22% allocation to CVNA.

CCOPeter John Gavey

Portfolio Value: $1.1B
Positions: 24
Top Holding: CVNA at 22.33%
Last Reported: Q3 2025

Address9 Old King's Highway South, Darien, CT, 06820, United States

Top Holdings

Largest long holdings in GOODNOW INVESTMENT GROUP, LLC's portfolio (75.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Carvana CVNA	Specialty Retail Consumer Cyclical	$245.7M	22.33%	-$37.6M Sold	0.47% 651.3K shares	Q2 2017 Held for 8y 5m
2 GoDaddy GDDY	Software - Infrastructure Technology	$99.8M	9.07%	+$4.4M Bought	0.53% 729.1K shares	Q3 2019 Held for 6y 2m
3 Expedia Group, Inc. EXPE	Travel Services Consumer Cyclical	$73.7M	6.70%	-$13.5M Sold	0.28% 344.9K shares	Q1 2024 Held for 1y 8m
4 Shift4 Payments FOUR	Software - Infrastructure Technology	$67.2M	6.11%	+$903.3K Bought	1.26% 868.1K shares	Q1 2024 Held for 1y 8m
5 Aptiv APTV	Auto - Parts Consumer Cyclical	$66.0M	6.00%	-$1.1M Sold	0.35% 766.0K shares	Q4 2023 Held for 1y 11m
6 Wayfair W	Specialty Retail Consumer Cyclical	$58.0M	5.28%	-$2.3M Sold	0.50% 649.6K shares	Q4 2016 Held for 8y 11m
7 Credit Acceptance CACC	Financial - Credit Services Financial Services	$55.8M	5.08%	-$6.9M Sold	1.06% 119.6K shares	≤ Q2 2013 Held for 12y 5m+
8 SGI Silicon Graphics International Corp SGI	Unknown Unknown	$55.2M	5.02%	-$14.1M Sold	— 654.8K shares	Q1 2025 Held for 8 months
9 SGI Tempur Sealy International SGI	Furnishings, Fixtures & Appliances Consumer Cyclical	$55.2M	5.02%	-$14.1M Sold	0.31% 654.8K shares	Q3 2023 Held for 2y 2m
10 PayPal Holdings, Inc. PYPL	Financial - Credit Services Financial Services	$52.8M	4.80%	+$5.3M Bought	0.08% 787.1K shares	Q3 2015 Held for 10y 2m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GOODNOW INVESTMENT GROUP, LLC's latest filing

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Market Value

$1.1B

Prior: $1.1B

Q/Q Change

-2.58%

-$29.2M

Net Flows % of MV

-8.69%

Turnover Ratio

10.05%

New Purchases

0 stocks

Added To

9 stocks

+$56.2M

Sold Out Of

2 stocks

$20.7M

Reduced Holdings

14 stocks

-$131.2M

Increased Positions

Position	Shares Δ	Change
1 Maplebear Inc. CART	+190.22%	429.4K → 1.2M +$30.0M
2 Klaviyo KVYO	+138.14%	161.4K → 384.4K +$6.2M
3 Gildan Activewear GIL	+31.36%	267.4K → 351.2K +$4.8M
4 Core & Main CNM	+14.97%	559.9K → 643.7K +$4.5M
5 PayPal Holdings, Inc. PYPL	+11.19%	707.9K → 787.1K +$5.3M

Decreased Positions

Position	Shares Δ	Change
1 DraftKings Inc. DKNG	Sold	357.9K → 0 −$15.3M
2 Generac Holdings GNRC	Sold	37.6K → 0 −$5.4M
3 TD SYNNEX SNX	-65.2%	358.1K → 124.6K −$38.2M
4 SGI Tempur Sealy International SGI	-20.35%	822.1K → 654.8K −$14.1M
5 SGI Silicon Graphics International Corp SGI	-20.35%	822.1K → 654.8K −$14.1M