Goodnow Investment Group, LLC
Annual return '25
+31.8%
SPY '25
+17.7%
Alpha
+14.1ptsvs SPY
Invested
$912.9M
Holdings
29
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CVNA
CARVANA CO
Q4 2025: Exited (was 651.3k shares)
24.9%
02
$GDDY
GODADDY INC
Q4 2025: Exited (was 729.1k shares)
6.7%
03
$CART
MAPLEBEAR INC
Q4 2025: Exited (was 1.25M shares)
5.7%
04
$EXPE
EXPEDIA GROUP INC
Q4 2025: Exited (was 344.9k shares)
5.5%
05
$CACC
CREDIT ACCEP CORP MICH
Q4 2025: Exited (was 119.6k shares)
5.4%
06
$W
WAYFAIR INC
Q4 2025: Exited (was 649.6k shares)
5.3%
07
$SUNB
SUNBELT RENTALS HOLDINGS INC
Held since at least Q1 2024
5.2%
08
$APTV
APTIV PLC
Q4 2025: Exited (was 766.0k shares)
5.2%
09
$SGI
SOMNIGROUP INTERNATIONAL INC
Q4 2025: Exited (was 654.8k shares)
4.9%
10
$FOUR
SHIFT4 PMTS INC
Q4 2025: Exited (was 868.1k shares)
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:09 UTC.