GOODNOW INVESTMENT GROUP, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$864M
Signature - Title
Peter J. Gavey - Chief Compliance Officer
Location
9 Old Kings Highway South, Darien, CT
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 23 $864M +$101M -$106M -$4.94M CVNA, GDDY, SNX, APO, IR 13F-HR 8/13/2024, 05:35 PM
Q1 2024 26 $833M +$138M -$119M +$18.9M CVNA, GDDY, SNX, IR, APO 13F-HR 5/14/2024, 05:32 PM
Q4 2023 25 $711M +$49.5M -$30.5M +$19M GDDY, CVNA, SNX, IR, APO 13F-HR 2/13/2024, 05:34 PM
Q3 2023 22 $594M +$50.1M -$147M -$97.2M GDDY, CVNA, SNX, CAE, IR 13F-HR 11/13/2023, 05:47 PM
Q2 2023 20 $695M +$41.6M -$4.26M +$37.4M TRTN, GDDY, SNX, ZBRA, ETSY 13F-HR 8/11/2023, 07:05 PM
Q1 2023 18 $612M +$52.9M -$93.8M -$40.9M GDDY, TRTN, ETSY, ZBRA, SNX 13F-HR 5/12/2023, 05:33 PM
Q4 2022 17 $624M +$14.8M -$42.3M -$27.5M TRTN, ETSY, GDDY, SNX, ZBRA 13F-HR 2/13/2023, 06:00 PM
Q3 2022 17 $595M +$4.16M -$62.4M -$58.3M TRTN, ETSY, GDDY, SNX, ZBRA 13F-HR 11/10/2022, 05:45 PM
Q2 2022 20 $649M +$15.4M -$16.8M -$1.43M TRTN, SNX, GDDY, ETSY, CAE 13F-HR 8/12/2022, 06:36 PM
Q1 2022 21 $946M +$64.5M -$25.8M +$38.7M TRTN, CVNA, ETSY, GDDY, APP 13F-HR 5/13/2022, 05:59 PM
Q4 2021 20 $1.18B +$74.7M -$83.3M -$8.58M CVNA, ETSY, TRTN, APP, GDDY 13F-HR 2/11/2022, 07:59 PM
Q3 2021 22 $1.2B +$110M -$66.6M +$43.5M CVNA, ETSY, TRTN, W, PYPL 13F-HR 11/12/2021, 07:24 PM
Q2 2021 20 $1.19B +$45.3M -$38.8M +$6.54M CVNA, ETSY, TRTN, W, PYPL 13F-HR 8/13/2021, 07:47 PM
Q1 2021 20 $1.1B +$64.4M -$72.2M -$7.85M CVNA, ETSY, W, TRTN, PYPL 13F-HR 5/14/2021, 06:50 PM
Q4 2020 20 $991M +$65.8M -$144M -$78.5M CVNA, ETSY, TRTN, W, PYPL 13F-HR 2/12/2021, 04:32 PM
Q3 2020 22 $884M +$95M -$259M -$164M CVNA, ETSY, ZBRA, W, PYPL 13F-HR 11/13/2020, 07:14 PM
Q2 2020 25 $841M +$54.9M -$114M -$58.6M CVNA, ETSY, ZBRA, W, CACC 13F-HR 8/13/2020, 06:33 PM
Q1 2020 26 $525M +$97.5M -$96.2M +$1.3M CVNA, ZBRA, ETSY, CACC, PYPL 13F-HR 5/14/2020, 05:37 PM
Q4 2019 23 $747M +$56.7M -$97.3M -$40.6M CVNA, ZBRA, CACC, ETSY, TDG 13F-HR 2/13/2020, 06:05 PM
Q3 2019 21 $704M +$47.4M -$79.8M -$32.4M CVNA, ZBRA, CACC, ETSY, TDG 13F-HR 11/13/2019, 07:23 PM
Q2 2019 24 $753M +$69.8M -$77.4M -$7.61M CVNA, ZBRA, CACC, GDI, GWR 13F-HR 8/13/2019, 06:00 PM
Q1 2019 26 $725M +$69.4M -$41.9M +$27.5M CVNA, ZBRA, CACC, ETSY, GWR 13F-HR 5/14/2019, 06:48 PM
Q4 2018 25 $530M +$46.2M -$69.4M -$23.2M ZBRA, CVNA, CACC, GWR, ETSY 13F-HR 2/14/2019, 03:54 PM
Q3 2018 27 $686M +$52.4M -$78M -$25.6M CVNA, ZBRA, CACC, GWR, BFH 13F-HR 11/13/2018, 06:30 PM
Q2 2018 31 $628M +$63.6M -$54.8M +$8.82M CVNA, ZBRA, CACC, GWR, ETSY 13F-HR 8/13/2018, 05:47 PM
Q1 2018 30 $534M +$89.7M -$127M -$37.1M ZBRA, CACC, GWR, CVNA, STRA 13F-HR 5/14/2018, 06:19 PM
Q4 2017 26 $546M +$24.7M -$19.9M +$4.78M CACC, PYPL, ZBRA, SBGI, GWR 13F-HR 2/13/2018, 05:41 PM
Q3 2017 23 $485M +$23.4M -$32.6M -$9.16M PYPL, CACC, ZBRA, GWR, SBGI 13F-HR 11/13/2017, 05:55 PM
Q2 2017 24 $478M +$48.1M -$46M +$2.11M CACC, PYPL, ZBRA, GWR, STRA 13F-HR 8/11/2017, 05:39 PM
Q1 2017 21 $435M +$22.8M -$59.3M -$36.4M CACC, ZBRA, PYPL, COMM, STRA 13F-HR 5/12/2017, 05:35 PM
Q4 2016 24 $449M +$20.1M -$41M -$20.9M CACC, ZBRA, AYR, PYPL, STRA 13F-HR 2/13/2017, 04:11 PM
Q3 2016 22 $422M +$26.1M -$62.9M -$36.7M CACC, PYPL, AYR, ZBRA, GWR 13F-HR 11/14/2016, 09:17 AM
Q2 2016 26 $429M +$56.5M -$77.8M -$21.3M CACC, AYR, PYPL, COMM, GLPI 13F-HR 8/12/2016, 05:41 PM
Q1 2016 29 $461M +$23.3M -$62.3M -$39M CACC, AYR, PYPL, GWR, DLTR 13F-HR 5/13/2016, 05:52 PM
Q4 2015 28 $504M +$36.2M -$66.7M -$30.5M CACC, AYR, PYPL, ZBRA, STRA 13F-HR 2/12/2016, 07:09 PM
Q3 2015 32 $521M +$73.7M -$68.4M +$5.27M AYR, CACC, ZBRA, CMPR, GWR 13F-HR 11/13/2015, 05:45 PM
Q2 2015 27 $623M +$38.1M -$60.9M -$22.9M ZBRA, GWR, AYR, URI, CACC 13F-HR 8/13/2015, 07:46 PM
Q1 2015 27 $666M +$57.6M -$81.3M -$23.6M GMCR, GWR, AYR, ZBRA, CMPR 13F-HR 5/14/2015, 05:54 PM
Q4 2014 27 $669M +$117M -$115M +$2.31M GMCR, GWR, AYR, CTSH, ZBRA 13F-HR 2/17/2015, 10:51 AM
Q3 2014 30 $642M +$88.5M -$104M -$15.9M GMCR, GWR, EBAY, CTSH, AYR 13F-HR 11/13/2014, 06:30 PM
Q2 2014 33 $665M +$88.5M -$27.8M +$60.8M GMCR, GWR, AYR, AAPL, HTZ 13F-HR 8/13/2014, 05:47 PM
Q1 2014 26 $635M +$142M -$103M +$39.5M GMCR, GWR, ESRX, AYR, EBAY 13F-HR 5/15/2014, 11:35 AM
Q4 2013 27 $619M $0 $0 GMCR, GWR, NSR, ESRX, HTZ 13F-HR 2/13/2014, 05:35 PM