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CIK: 0001362255
Total reported value
$963.7M
$963.7M
24 檔
49.4%
The Q3 2024 SEC filing reveals that Goodnow Investment Group, LLC held a total portfolio value of $963.7M, covering 24 public equity positions.
Goodnow Investment Group, LLC executed strategic sector rebalancing during Q3 2024, establishing 2 new positions while fully exiting 1 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 16.25% | -1.71% | -20.31% | |
| 2 | GDDY | Godaddy Inc - Class A | Stock-Tech | 14.08% | -0.03% | -6.78% | |
| 3 | SNX | TD Synnex CORP | Stock-Tech | 7.65% | — | -0.27% | |
| 4 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 6.40% | +1.20% | +12.02% | |
| 5 | PYPL | Paypal Holdings Inc | Stock-Financials | 6.10% | — | +19.09% | |
| 6 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 6.05% | +1.14% | +10.44% | |
| 7 | APO | Apollo Global Management Inc | Stock-Financials | 5.13% | -1.69% | -0.15% | |
| 8 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 4.89% | +0.65% | -0.21% | |
| 9 | APTV | Aptiv PLC | Stock-Consumer Disc | 4.68% | — | +19.03% | |
| 10 | IR | Ingersoll-rand Inc | Stock-Industrials | 3.83% | -0.48% | -27.01% | |
| 11 | CACC | Credit Acceptance CORP | Stock-Other | 3.69% | +1.61% | -0.04% | |
| 12 | TDG | Transdigm Group Inc | Stock-Industrials | 3.17% | +0.54% | -0.95% | |
| 13 | ETSY | Etsy Inc | Stock-Consumer Disc | 2.82% | — | -17.36% | |
| 14 | YELP | Yelp Inc | Stock-Other | 2.80% | — | +15.39% | |
| 15 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 2.64% | +0.72% | +14.24% | |
| 16 | WSC | Willscot Holdings CORP | Stock-Industrials | 2.53% | — | +9.17% | |
| 17 | ICE | Intercontinental Exchange In | Stock-Financials | 2.28% | +0.75% | NEW | |
| 18 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 1.85% | +1.24% | -0.23% | |
| 19 | BLND | Blend Labs Inc-a | Stock-Other | 0.99% | — | — | |
| 20 | CAE | Cae Inc | Stock-Other | 0.71% | — | -32.65% | |
| 21 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.65% | — | -0.23% | |
| 22 | CARG | Cargurus Inc | Stock-Consumer Disc | 0.59% | +0.13% | +36.53% | |
| 23 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 0.18% | — | — | |
| 24 | PNSTQ | Pinstripes Holdings Inc | Stock-Other | 0.05% | — | +61.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings Inc | +1.9% | +19.09% | Add |
| 2 | FOUR | Shift4 Payments Inc-class A | +1.2% | +12.02% | Add |
| 3 | BLND | Blend Labs Inc-a | +1% | NEW | New buy |
| 4 | EXPE | Expedia Group Inc | +1% | +10.44% | Add |
| 5 | APTV | Aptiv PLC | +0.5% | +19.03% | Add |
| 6 | W | Wayfair Inc- Class A | +0.3% | +14.24% | Add |
| 7 | SGI | Somnigroup International Inc | +0.3% | -0.21% | Trim |
| 8 | GIL | Gildan Activewear Inc | +0.2% | -0.23% | Trim |
| 9 | CARG | Cargurus Inc | +0.2% | +36.53% | Add |
| 10 | BECNUSD | Beacon Roofing Supply Inc | +0.2% | NEW | New buy |
| 11 | ICE | Intercontinental Exchange In | +0.2% | -0.22% | Trim |
| 12 | GNRC | Generac Holdings Inc | +0.1% | -0.23% | Trim |
| 13 | TDG | Transdigm Group Inc | +0.1% | -0.95% | Trim |
| 14 | YELP | Yelp Inc | 0% | +15.39% | Add |
| 15 | WSC | Willscot Holdings CORP | — | +9.17% | Add |
| 16 | PNSTQ | Pinstripes Holdings Inc | -0.1% | +61.07% | Add |
| 17 | APO | Apollo Global Management Inc | -0.2% | -0.15% | Trim |
| 18 | CVNA | Carvana Co | -0.2% | -20.31% | Trim |
| 19 | SNX | TD Synnex CORP | -0.4% | -0.27% | Trim |
| 20 | CAE | Cae Inc | -0.4% | -32.65% | Trim |
| 21 | GDDY | Godaddy Inc - Class A | -0.6% | -6.78% | Trim |
| 22 | CACC | Credit Acceptance CORP | -1% | -0.04% | Trim |
| 23 | ETSY | Etsy Inc | -1.1% | -17.36% | Trim |
| 24 | IR | Ingersoll-rand Inc | -1.5% | -27.01% | Trim |
| 25 | FIS | Fidelity National Info Serv | -1.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Goodnow Investment Group, LLC reported a total U.S. public equity portfolio value of $963.7M across 24 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CVNA, GDDY, SNX) accounted for 49.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
BLND
市值: $9.3M
Top Position Liquidated / Trimmed
FIS
前期市值: $13.1M
During Q3 2024, Goodnow Investment Group, LLC's top holdings by market value included CVNA (16.3%)、GDDY (14.1%)、SNX (7.7%). The largest single position, CVNA, represented 16.3% of total portfolio value.
In Q3 2024, Goodnow Investment Group, LLC made 25 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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