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Goodnow Investment Group, LLC
Goodnow Investment Group, LLC is an independent, SEC-registered investment adviser founded in 2006 and based in Darien, Connecticut. The firm primarily manages equity portfolios, focusing on US stocks for institutional and high-net-worth clients. Goodnow is known for its concentrated, long-term oriented portfolios employing fundamental company research. The firm manages over $1 billion in assets with a small professional staff and serves sophisticated investors seeking active equity solutions.
Investment Strategy
Goodnow Investment Group follows a fundamental, bottom-up investment approach, focusing on a concentrated portfolio of U.S. equities. The firm seeks to invest in high-conviction ideas with a long-term time horizon, emphasizing businesses with competitive advantages, strong management, and attractive valuations. Goodnow actively manages its positions, with the majority of its capital allocated to its best ideas as evidenced by a high concentration in its top holdings. The investment process relies on intensive company research, financial analysis, and ongoing monitoring of portfolio holdings.
Latest 13F Filing Activity
Goodnow Investment Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 23 equity positions with a total 13F market value of $1B. The fund increased holdings in Carvana Co., Maplebear Inc., Shift4 PMTS Inc. among other positions. Goodnow Investment Group, LLC reduced exposure to Willscot HLDGS Corp., TD Synnex Corporation, Installed BLDG Prods Inc. among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CVNA | CARVANA CO | 23.58% | $253.1M | 751,033 | $56.48 | $336.96 | +$73.1M |
G GDDY | GODADDY INC | 11.69% | $125.4M | 696,614 | $72.27 | $180.06 | -$824.9K |
F FOUR | SHIFT4 PMTS INC | 7.91% | $84.9M | 856,422 | $77.38 | $99.11 | +$18.9M |
E EXPE | EXPEDIA GROUP INC | 6.42% | $68.9M | 408,190 | $131.28 | $168.68 | +$5.3M |
C CACC | CREDIT ACCEP CORP MICH | 6.38% | $68.4M | 134,311 | $458.69 | $509.43 | -$929.4K |
Industry Allocation
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