SEC 13F Intelligence

Managers / Q2 2019 · view latest →

GOODNOW INVESTMENT GROUP, LLC

CIK 0001362255 · 9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820 · 203-655-6272

Reported Value
$753M
Q2 2019
Positions
24
Filings on Record
30
2019–present window
Filed
Aug 14, 2019
original filing

Summary

Goodnow Investment Group, Llc reported $753M in U.S.-listed holdings across 24 positions for Q2 2019.

Its largest position, CVNA, represents 15.6% of the portfolio.

Compared with Q1 2019, the fund opened 2 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $530MQ4 ’18Q1 ’19: $725MQ2 ’19: $753MQ3 ’19: $704MQ4 ’19: $747MQ4 ’19Q1 ’20: $525MQ2 ’20: $841MQ3 ’20: $884MQ4 ’20: $991MQ4 ’20Q1 ’21: $1.1BQ2 ’21: $1.2BQ3 ’21: $1.2BQ4 ’21: $1.2BQ4 ’21Q1 ’22: $946MQ2 ’22: $649MQ3 ’22: $595MQ4 ’22: $624MQ4 ’22Q1 ’23: $612MQ2 ’23: $695MQ3 ’23: $594MQ4 ’23: $711MQ4 ’23Q1 ’24: $833MQ2 ’24: $864MQ3 ’24: $943MQ4 ’24: $1.0BQ4 ’24Q1 ’25: $928MQ2 ’25: $1.1BQ3 ’25: $1.0BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $913Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 89.0%Other: 7.7%REIT: 3.3%
  • Common Stock · 89.0% · $671M
  • Other · 7.7% · $58M
  • REIT · 3.3% · $25M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

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#IssuerClass% PortfolioValue ↓Shares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$913M29May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B22Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.0B23Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B24Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$928M23May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.0B27Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$943M24Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$864M23Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$833M26May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$711M25Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$594M22Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$695M20Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$612M18May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$624M17Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$595M17Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$649M20Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$946M21May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.2B20Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.2B22Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.2B20Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.1B20May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$991M20Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$884M22Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$841M25Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$525M26May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$747M23Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$704M21Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$753M24Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$725M26May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$530M25Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.