13F Filings History of GOODNOW INVESTMENT GROUP, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,071,912,188
Signature - Title
Peter J. Gavey - Chief Compliance Officer
Location
Darien, CT
Summary
This page shows a list of all the recent 13F filings made by GOODNOW INVESTMENT GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GOODNOW INVESTMENT GROUP, LLC reported 22 stock holdings with total value $1,071,912,188 as of Q4 2025. Top holdings included CVNA, GDDY, EXPE, W, and CART.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 22 $1,071,912,188 +$63,535,369 -$74,446,592 -$10,911,223 CVNA, GDDY, EXPE, W, CART 13F-HR 13 Feb 2026, 17:47
Q3 2025 23 $1,044,827,227 +$69,183,576 -$137,775,768 -$68,592,192 CVNA, GDDY, EXPE, FOUR, APTV 13F-HR 13 Nov 2025, 18:00
Q2 2025 24 $1,073,258,591 +$62,958,778 -$102,513,629 -$39,554,851 CVNA, GDDY, FOUR, EXPE, CACC 13F-HR 13 Aug 2025, 17:56
Q1 2025 23 $927,517,426 +$45,609,905 -$59,457,794 -$13,847,889 CVNA, GDDY, CACC, FOUR, EXPE 13F-HR 14 May 2025, 17:57
Q4 2024 27 $1,015,097,271 +$129,772,165 -$153,993,883 -$24,221,718 GDDY, CVNA, EXPE, FOUR, SNX 13F-HR 13 Feb 2025, 17:40
Q3 2024 24 $942,936,585 +$49,441,539 -$84,810,159 -$35,368,620 CVNA, GDDY, SNX, FOUR, PYPL 13F-HR 13 Nov 2024, 17:40
Q2 2024 23 $864,142,651 +$101,473,209 -$106,417,023 -$4,943,814 CVNA, GDDY, SNX, APO, IR 13F-HR 13 Aug 2024, 17:35
Q1 2024 26 $833,052,942 +$137,978,997 -$119,068,855 +$18,910,142 CVNA, GDDY, SNX, IR, APO 13F-HR 14 May 2024, 17:32
Q4 2023 25 $711,494,199 +$49,488,731 -$30,469,047 +$19,019,684 GDDY, CVNA, SNX, IR, APO 13F-HR 13 Feb 2024, 17:34
Q3 2023 22 $593,643,906 +$50,057,950 -$147,294,865 -$97,236,915 GDDY, CVNA, SNX, CAE, IR 13F-HR 13 Nov 2023, 17:47
Q2 2023 20 $695,020,697 +$41,633,730 -$4,257,073 +$37,376,657 TRTN, GDDY, SNX, ZBRA, ETSY 13F-HR 11 Aug 2023, 19:05
Q1 2023 18 $611,672,894 +$52,943,534 -$93,813,763 -$40,870,229 GDDY, TRTN, ETSY, ZBRA, SNX 13F-HR 12 May 2023, 17:33
Q4 2022 17 $623,778,835 +$14,849,536 -$42,347,184 -$27,497,648 TRTN, ETSY, GDDY, SNX, ZBRA 13F-HR 13 Feb 2023, 18:00
Q3 2022 17 $594,663,000 +$4,158,182 -$62,430,042 -$58,271,860 TRTN, ETSY, GDDY, SNX, ZBRA 13F-HR 10 Nov 2022, 17:45
Q2 2022 20 $649,375,000 +$15,385,044 -$16,816,369 -$1,431,325 TRTN, SNX, GDDY, ETSY, CAE 13F-HR 12 Aug 2022, 18:36
Q1 2022 21 $945,535,000 +$64,485,027 -$25,756,945 +$38,728,082 TRTN, CVNA, ETSY, GDDY, APP 13F-HR 13 May 2022, 17:59
Q4 2021 20 $1,182,790,000 +$74,731,424 -$83,315,539 -$8,584,115 CVNA, ETSY, TRTN, APP, GDDY 13F-HR 11 Feb 2022, 19:59
Q3 2021 22 $1,200,260,000 +$110,172,653 -$66,644,895 +$43,527,758 CVNA, ETSY, TRTN, W, PYPL 13F-HR 12 Nov 2021, 19:24
Q2 2021 20 $1,192,472,000 +$45,320,265 -$38,779,292 +$6,540,973 CVNA, ETSY, TRTN, W, PYPL 13F-HR 13 Aug 2021, 19:47
Q1 2021 20 $1,095,648,000 +$64,400,352 -$72,246,407 -$7,846,055 CVNA, ETSY, W, TRTN, PYPL 13F-HR 14 May 2021, 18:50
Q4 2020 20 $991,233,000 +$65,848,852 -$144,386,748 -$78,537,896 CVNA, ETSY, TRTN, W, PYPL 13F-HR 12 Feb 2021, 16:32
Q3 2020 22 $883,907,000 +$94,969,108 -$258,896,493 -$163,927,385 CVNA, ETSY, ZBRA, W, PYPL 13F-HR 13 Nov 2020, 19:14
Q2 2020 25 $840,841,000 +$54,920,125 -$113,559,189 -$58,639,064 CVNA, ETSY, ZBRA, W, CACC 13F-HR 13 Aug 2020, 18:33
Q1 2020 26 $525,355,000 +$97,532,000 -$96,229,854 +$1,302,146 CVNA, ZBRA, ETSY, CACC, PYPL 13F-HR 14 May 2020, 17:37
Q4 2019 23 $746,696,000 +$56,658,064 -$97,256,073 -$40,598,009 CVNA, ZBRA, CACC, ETSY, TDG 13F-HR 13 Feb 2020, 18:05
Q3 2019 21 $704,371,000 +$47,368,541 -$79,772,710 -$32,404,169 CVNA, ZBRA, CACC, ETSY, TDG 13F-HR 13 Nov 2019, 19:23
Q2 2019 24 $753,373,000 +$69,750,639 -$77,365,293 -$7,614,654 CVNA, ZBRA, CACC, GDI, GWR 13F-HR 13 Aug 2019, 18:00
Q1 2019 26 $724,568,000 +$69,427,522 -$41,933,680 +$27,493,842 CVNA, ZBRA, CACC, ETSY, GWR 13F-HR 14 May 2019, 18:48
Q4 2018 25 $530,489,000 +$46,194,868 -$69,404,515 -$23,209,647 ZBRA, CVNA, CACC, GWR, ETSY 13F-HR 14 Feb 2019, 15:54
Q3 2018 27 $686,491,000 +$52,433,742 -$78,020,226 -$25,586,484 CVNA, ZBRA, CACC, GWR, BFH 13F-HR 13 Nov 2018, 18:30
Q2 2018 31 $627,697,000 +$63,621,623 -$54,804,293 +$8,817,330 CVNA, ZBRA, CACC, GWR, ETSY 13F-HR 13 Aug 2018, 17:47
Q1 2018 30 $533,726,000 +$89,712,610 -$126,837,763 -$37,125,153 ZBRA, CACC, GWR, CVNA, STRA 13F-HR 14 May 2018, 18:19
Q4 2017 26 $546,164,000 +$24,698,802 -$19,921,025 +$4,777,777 CACC, PYPL, ZBRA, SBGI, GWR 13F-HR 13 Feb 2018, 17:41
Q3 2017 23 $485,180,000 +$23,395,032 -$32,559,918 -$9,164,886 PYPL, CACC, ZBRA, GWR, SBGI 13F-HR 13 Nov 2017, 17:55
Q2 2017 24 $477,608,000 +$48,058,777 -$45,950,317 +$2,108,460 CACC, PYPL, ZBRA, GWR, STRA 13F-HR 11 Aug 2017, 17:39
Q1 2017 21 $435,384,000 +$22,834,774 -$59,269,452 -$36,434,678 CACC, ZBRA, PYPL, COMM, STRA 13F-HR 12 May 2017, 17:35
Q4 2016 24 $448,737,000 +$20,090,810 -$40,951,830 -$20,861,020 CACC, ZBRA, AYR, PYPL, STRA 13F-HR 13 Feb 2017, 16:11
Q3 2016 22 $422,130,000 +$26,124,986 -$62,854,082 -$36,729,096 CACC, PYPL, AYR, ZBRA, GWR 13F-HR 14 Nov 2016, 09:17
Q2 2016 26 $429,401,000 +$56,464,991 -$77,763,080 -$21,298,089 CACC, AYR, PYPL, COMM, GLPI 13F-HR 12 Aug 2016, 17:41
Q1 2016 29 $460,946,000 +$23,286,648 -$62,273,755 -$38,987,107 CACC, AYR, PYPL, GWR, DLTR 13F-HR 13 May 2016, 17:52
Q4 2015 28 $504,257,000 +$36,158,201 -$66,658,581 -$30,500,380 CACC, AYR, PYPL, ZBRA, STRA 13F-HR 12 Feb 2016, 19:09
Q3 2015 32 $520,765,000 +$73,659,762 -$68,390,965 +$5,268,797 AYR, CACC, ZBRA, CMPR, GWR 13F-HR 13 Nov 2015, 17:45
Q2 2015 27 $622,684,000 +$38,062,970 -$60,935,774 -$22,872,804 ZBRA, GWR, AYR, URI, CACC 13F-HR 13 Aug 2015, 19:46
Q1 2015 27 $666,264,000 +$57,643,523 -$81,278,787 -$23,635,264 GMCR, GWR, AYR, ZBRA, CMPR 13F-HR 14 May 2015, 17:54
Q4 2014 27 $669,050,000 +$117,433,170 -$115,127,976 +$2,305,194 GMCR, GWR, AYR, CTSH, ZBRA 13F-HR 17 Feb 2015, 10:51
Q3 2014 30 $642,270,000 +$88,466,604 -$104,412,778 -$15,946,174 GMCR, GWR, EBAY, CTSH, AYR 13F-HR 13 Nov 2014, 18:30
Q2 2014 33 $665,435,000 +$88,524,260 -$27,772,063 +$60,752,197 GMCR, GWR, AYR, AAPL, HTZ 13F-HR 13 Aug 2014, 17:47
Q1 2014 26 $635,062,000 +$142,210,704 -$102,663,640 +$39,547,064 GMCR, GWR, ESRX, AYR, EBAY 13F-HR 15 May 2014, 11:35
Q4 2013 27 $619,319,000 $0 $0 $0 GMCR, GWR, NSR, ESRX, HTZ 13F-HR 13 Feb 2014, 17:35