GOODNOW INVESTMENT GROUP, LLC Portfolio Holdings
Q3 2025•24 long positions•$1.1B portfolio value
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Holding26 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $245.7M 22.33% | -$37.6M Sold | 0.472% 651.3K shares | 751.0K → 651.3K −$37.6M | -13.28% | $52.1B Large Cap | Q2 2017 Held for 8y 5m | |
Software - Infrastructure Technology | $99.8M 9.07% | +$4.4M Bought | 0.527% 729.1K shares | 696.6K → 729.1K +$4.4M | +4.66% | $18.9B Large Cap | Q3 2019 Held for 6y 2m | |
Travel Services Consumer Cyclical | $73.7M 6.7% | -$13.5M Sold | 0.279% 344.9K shares | 408.2K → 344.9K −$13.5M | -15.5% | $26.4B Large Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $67.2M 6.11% | +$903.3K Bought | 1.26% 868.1K shares | 856.4K → 868.1K +$903.3K | +1.36% | $5.3B Mid Cap | Q1 2024 Held for 1y 8m | |
Auto - Parts Consumer Cyclical | $66.0M 6.0% | -$1.1M Sold | 0.352% 766.0K shares | 779.2K → 766.0K −$1.1M | -1.69% | $18.8B Large Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $58.0M 5.28% | -$2.3M Sold | 0.501% 649.6K shares | 675.9K → 649.6K −$2.3M | -3.88% | $11.6B Large Cap | Q4 2016 Held for 8y 11m | |
Financial - Credit Services Financial Services | $55.8M 5.08% | -$6.9M Sold | 1.06% 119.6K shares | 134.3K → 119.6K −$6.9M | -10.95% | $5.2B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $55.2M 5.02% | -$14.1M Sold | — 654.8K shares | 822.1K → 654.8K −$14.1M | -20.35% | $17.7B Large Cap | Q1 2025 Held for 8 months | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $55.2M 5.02% | -$14.1M Sold | 0.312% 654.8K shares | 822.1K → 654.8K −$14.1M | -20.35% | $17.7B Large Cap | Q3 2023 Held for 2y 2m | |
Financial - Credit Services Financial Services | $52.8M 4.8% | +$5.3M Bought | 0.082% 787.1K shares | 707.9K → 787.1K +$5.3M | +11.19% | $64.1B Large Cap | Q3 2015 Held for 10y 2m | |
Specialty Retail Consumer Cyclical | $45.8M 4.16% | +$30.0M Bought | — 1.2M shares | 429.4K → 1.2M +$30.0M | +190.22% | — — | Q2 2025 Held for 5 months | |
Asset Management - Global Financial Services | $34.9M 3.17% | -$1.1M Sold | 0.046% 261.6K shares | 269.7K → 261.6K −$1.1M | -3.02% | $76.2B Large Cap | Q1 2023 Held for 2y 8m | |
Industrial - Distribution Industrials | $34.7M 3.15% | +$4.5M Bought | 0.338% 643.7K shares | 559.9K → 643.7K +$4.5M | +14.97% | $10.3B Large Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $28.9M 2.62% | -$333.0K Sold | — 349.4K shares | 353.5K → 349.4K −$333.0K | -1.14% | — — | Q1 2018 Held for 7y 8m | |
Internet Content & Information Communication Services | $22.1M 2.01% | -$1.3M Sold | 1.13% 709.8K shares | 750.4K → 709.8K −$1.3M | -5.41% | $2.0B Small Cap | Q2 2017 Held for 8y 5m | |
Technology Distributors Technology | $20.4M 1.85% | -$38.2M Sold | 0.154% 124.6K shares | 358.1K → 124.6K −$38.2M | -65.2% | $13.2B Large Cap | Q1 2021 Held for 4y 8m | |
Apparel - Manufacturers Consumer Cyclical | $20.3M 1.85% | +$4.8M Bought | 0.236% 351.2K shares | 267.4K → 351.2K +$4.8M | +31.36% | $8.6B Mid Cap | Q3 2023 Held for 2y 2m | |
Aerospace & Defense Industrials | $18.9M 1.72% | +$26.4K Bought | 0.025% 14.3K shares | 14.3K → 14.3K +$26.4K | +0.14% | $74.3B Large Cap | Q1 2019 Held for 6y 8m | |
Information Technology Services Technology | $12.9M 1.18% | +$12.9M Bought | 0.065% 49.2K shares | — | — | $19.9B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $11.6M 1.06% | -$285.4K Sold | 1.23% 3.2M shares | 3.3M → 3.2M −$285.4K | -2.39% | $946.5M Small Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $10.6M 0.967% | +$6.2M Bought | 0.128% 384.4K shares | 161.4K → 384.4K +$6.2M | +138.14% | $8.3B Mid Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $6.5M 0.591% | -$178.7K Sold | 0.176% 174.6K shares | 179.4K → 174.6K −$178.7K | -2.67% | $3.7B Mid Cap | Q3 2023 Held for 2y 2m | |
Medical - Healthcare Information Services Healthcare | $1.5M 0.141% | -$42.6K Sold | 0.019% 16.3K shares | 16.8K → 16.3K −$42.6K | -2.68% | $8.2B Mid Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $1.3M 0.119% | +$3.0K Bought | 0.01% 68.9K shares | 68.8K → 68.9K +$3.0K | +0.23% | $12.8B Large Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | - — | -$5.4M Sold | — - shares | 37.6K → 0 −$5.4M | Sold | $8.0B Mid Cap | Q3 2023 Held for 2y 2m | |
Gambling, Resorts & Casinos Consumer Cyclical | - — | -$15.3M Sold | — - shares | 357.9K → 0 −$15.3M | Sold | $21.2B Large Cap | Q2 2025 Held for 5 months |
