GOODNOW INVESTMENT GROUP, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MAPLEBEAR INC(CART) | 429,387 | 1,246,158 | +816,771 | 19,425,468 | 45,808,768 | 4.38% | +26,383,300 |
| WAYFAIR INC(W) | 675,868 | 649,648 | -26,220 | 34,563,890 | 58,033,056 | 5.55% | +23,469,166 |
| GARTNER INC(IT) | 0 | 49,230 | +49,230 | 0 | 12,941,090 | 1.24% | +12,941,090 |
| APTIV PLC(APTV) | 779,160 | 766,000 | -13,160 | 53,154,295 | 66,044,520 | 6.32% | +12,890,225 |
| GILDAN ACTIVEWEAR INC(GIL) | 267,392 | 351,236 | +83,844 | 13,166,382 | 20,301,441 | 1.94% | +7,135,059 |
| KLAVIYO INC(KVYO) | 161,400 | 384,350 | +222,950 | 5,419,812 | 10,642,652 | 1.02% | +5,222,840 |
| EXPEDIA GROUP INC(EXPE) | 408,190 | 344,910 | -63,280 | 68,853,489 | 73,724,513 | 7.06% | +4,871,024 |
| CORE & MAIN INC(CNM) | 559,940 | 643,740 | +83,800 | 33,792,379 | 34,652,524 | 3.32% | +860,145 |
| BLEND LABS INC | 3,267,208 | 3,189,018 | -78,190 | 10,781,786 | 11,639,916 | 1.11% | +858,130 |
| CARGURUS INC(CARG) | 179,446 | 174,646 | -4,800 | 6,006,058 | 6,502,071 | 0.62% | +496,013 |
| PAYPAL HLDGS INC(PYPL) | 707,922 | 787,132 | +79,210 | 52,612,763 | 52,785,072 | 5.05% | +172,309 |
| QXO INC(QXO) | 68,760 | 68,920 | +160 | 1,481,090 | 1,313,615 | 0.13% | -167,475 |
| HEALTHEQUITY INC(HQY) | 16,790 | 16,340 | -450 | 1,758,920 | 1,548,542 | 0.15% | -210,378 |
| INGERSOLL RAND INC(IR) | 353,456 | 349,426 | -4,030 | 29,400,470 | 28,869,576 | 2.76% | -530,894 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 822,127 | 654,837 | -167,290 | 55,945,742 | 55,222,404 | 5.29% | -723,338 |
| TRANSDIGM GROUP INC(TDG) | 14,327 | 14,347 | +20 | 21,786,209 | 18,909,633 | 1.81% | -2,876,576 |
| APOLLO GLOBAL MGMT INC(APO) | 269,730 | 261,580 | -8,150 | 38,266,595 | 34,860,767 | 3.34% | -3,405,828 |
| YELP INC(YELP) | 750,380 | 709,750 | -40,630 | 25,715,523 | 22,144,200 | 2.12% | -3,571,323 |
| GENERAC HLDGS INC(GNRC) | 37,570 | 0 | -37,570 | 5,380,400 | 0 | — | -5,380,400 |
| CARVANA CO(CVNA) | 751,033 | 651,263 | -99,770 | 253,068,080 | 245,682,454 | 23.51% | -7,385,626 |
| CREDIT ACCEP CORP MICH(CACC) | 134,311 | 119,601 | -14,710 | 68,422,053 | 55,845,295 | 5.34% | -12,576,758 |
| DRAFTKINGS INC NEW(DKNG) | 357,890 | 0 | -357,890 | 15,349,902 | 0 | — | -15,349,902 |
| SHIFT4 PMTS INC(FOUR) | 856,422 | 868,092 | +11,670 | 84,879,984 | 67,190,321 | 6.43% | -17,689,663 |
| GODADDY INC(GDDY) | 696,614 | 729,084 | +32,470 | 125,432,317 | 99,760,564 | 9.55% | -25,671,753 |
| TD SYNNEX CORPORATION(SNX) | 358,106 | 124,606 | -233,500 | 48,594,984 | 20,404,233 | 1.95% | -28,190,751 |