Managers / Q4 2021 · view latest →
GOODNOW INVESTMENT GROUP, LLC
CIK 0001362255 · 9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820 · 203-655-6272
Summary
Goodnow Investment Group, LLC reported $1.2B in U.S.-listed holdings across 20 positions for Q4 2021.
Its largest position, CVNA, represents 15.8% of the portfolio.
Compared with Q3 2021, the fund opened 0 new positions and exited 2.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 85.5% · $1.0B
- Other · 14.5% · $171M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2021 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| APPAPPLOVIN CORP | ADDED | +564.1K | 1.08M | +$65M | $102M |
| VMEO*VIMEO INC | SOLD OUT | −394.9K | 0 | −$12M | $0 |
| ROOTGBPROOT INC | SOLD OUT | −440.0K | 0 | −$2M | $0 |
| CACCCREDIT ACCEP CORP MICH | TRIMMED | −60.1K | 4.2K | −$35M | $3M |
| PYPLPAYPAL HLDGS INC | ADDED | +77.6K | 356.1K | −$5M | $67M |
| WWAYFAIR INC | TRIMMED | −71.8K | 250.1K | −$35M | $48M |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | TRIMMED | −6.8K | 116.3K | +$6M | $69M |
| ETSYETSY INC | TRIMMED | −39.1K | 722.3K | −$211,000 | $158M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2021
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | CVNACARVANA COhistory → | CL A | 15.78% | $187M | 805.4K |
| 2 | ETSYETSY INChistory → | COM | 13.37% | $158M | 722.3K |
| 3 | TRITON INTL LTD | CL A | 11.00% | $130M | 2.16M |
| 4 | APPAPPLOVIN CORPhistory → | COM CL A | 8.65% | $102M | 1.08M |
| 5 | GDDYGODADDY INChistory → | CL A | 6.30% | $75M | 878.2K |
| 6 | ZBRAZEBRA TECHNOLOGIES CORPORATIhistory → | CL A | 5.85% | $69M | 116.3K |
| 7 | SUXTD SYNNEX CORPORATIONhistory → | COM | 5.81% | $69M | 600.7K |
| 8 | PYPLPAYPAL HLDGS INChistory → | COM | 5.68% | $67M | 356.1K |
| 9 | ITGARTNER INChistory → | COM | 4.85% | $57M | 171.7K |
| 10 | CAECAE INChistory → | COM | 4.05% | $48M | 1.90M |
| 11 | WWAYFAIR INChistory → | CL A | 4.02% | $48M | 250.1K |
| 12 | SENSATA TECHNOLOGIES HLDG PL | SHS | 3.23% | $38M | 619.6K |
| 13 | IRINGERSOLL RAND INChistory → | COM | 3.21% | $38M | 614.4K |
| 14 | T7DTRANSDIGM GROUP INChistory → | COM | 2.41% | $29M | 44.8K |
| 15 | YELPYELP INChistory → | CL A | 1.91% | $23M | 621.9K |
| 16 | SEICSEI INVTS COhistory → | COM | 1.70% | $20M | 330.9K |
| 17 | RBLXROBLOX CORPhistory → | CL A | 1.51% | $18M | 173.2K |
| 18 | CACCCREDIT ACCEP CORP MICH | COM | 0.24% | $3M | 4.2K |
| 19 | VAPOTHERM INC | COM | 0.24% | $3M | 136.7K |
| 20 | ACVAACV AUCTIONS INC | COM CL A | 0.18% | $2M | 112.4K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $913M | 29 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 22 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.0B | 23 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 24 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $928M | 23 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.0B | 27 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $943M | 24 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $864M | 23 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $833M | 26 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $711M | 25 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $594M | 22 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $695M | 20 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $612M | 18 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $624M | 17 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $595M | 17 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $649M | 20 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $946M | 21 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.2B | 20 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.2B | 22 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.2B | 20 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.1B | 20 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $991M | 20 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $884M | 22 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $841M | 25 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $525M | 26 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $747M | 23 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $704M | 21 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $753M | 24 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $725M | 26 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $530M | 25 | Feb 14, 2019 | 13F-HR | changes · 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 ↗.