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CIK: 0001362255
Total reported value
$963.7M
$963.7M
23 檔
52.4%
At the close of Q1 2025, Goodnow Investment Group, LLC disclosed equity holdings valued at approximately $963.7M, spread across 23 reported holdings.
In Q1 2025, Goodnow Investment Group, LLC displayed an active expansion posture, initiating 23 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 19.40% | -1.71% | +14.80% | |
| 2 | GDDY | Godaddy Inc - Class A | Stock-Tech | 13.61% | -0.03% | -10.64% | |
| 3 | CACC | Credit Acceptance CORP | Stock-Other | 7.48% | +1.61% | +5.91% | |
| 4 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 7.11% | +1.20% | +20.65% | |
| 5 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 6.85% | +1.14% | -0.14% | |
| 6 | SNX | TD Synnex CORP | Stock-Tech | 6.45% | — | -2.56% | |
| 7 | APTV | Aptiv PLC | Stock-Consumer Disc | 5.39% | -5.16% | EXIT | |
| 8 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 5.37% | +0.65% | -0.01% | |
| 9 | PYPL | Paypal Holdings Inc | Stock-Financials | 5.31% | — | +4.13% | |
| 10 | APO | Apollo Global Management Inc | Stock-Financials | 3.38% | -1.69% | -0.88% | |
| 11 | IR | Ingersoll-rand Inc | Stock-Industrials | 3.11% | -0.48% | -0.31% | |
| 12 | YELP | Yelp Inc | Stock-Other | 3.01% | — | +1.13% | |
| 13 | CNM | Core & Main Inc-class A | Stock-Industrials | 2.96% | -1.16% | +5.32% | |
| 14 | TDG | Transdigm Group Inc | Stock-Industrials | 2.19% | +0.54% | -10.48% | |
| 15 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 1.96% | +0.72% | +0.72% | |
| 16 | WSC | Willscot Holdings CORP | Stock-Industrials | 1.84% | — | -1.29% | |
| 17 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 1.29% | +1.24% | -25.55% | |
| 18 | BLND | Blend Labs Inc-a | Stock-Other | 1.19% | — | +5.92% | |
| 19 | CARG | Cargurus Inc | Stock-Consumer Disc | 0.57% | +0.13% | -0.07% | |
| 20 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.52% | — | -0.47% | |
| 21 | IBP | Installed Building Products | Stock-Consumer Disc | 0.51% | — | +40.03% | |
| 22 | ETSY | Etsy Inc | Stock-Consumer Disc | 0.34% | — | -14.82% | |
| 23 | HQY | Healthequity Inc | Stock-Healthcare | 0.16% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | — | NEW | New buy |
| 2 | GDDY | Godaddy Inc - Class A | — | NEW | New buy |
| 3 | CACC | Credit Acceptance CORP | — | NEW | New buy |
| 4 | FOUR | Shift4 Payments Inc-class A | — | NEW | New buy |
| 5 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 6 | SNX | TD Synnex CORP | — | NEW | New buy |
| 7 | APTV | Aptiv PLC | — | NEW | New buy |
| 8 | SGI | Somnigroup International Inc | — | NEW | New buy |
| 9 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 10 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 11 | IR | Ingersoll-rand Inc | — | NEW | New buy |
| 12 | YELP | Yelp Inc | — | NEW | New buy |
| 13 | CNM | Core & Main Inc-class A | — | NEW | New buy |
| 14 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 15 | W | Wayfair Inc- Class A | — | NEW | New buy |
| 16 | WSC | Willscot Holdings CORP | — | NEW | New buy |
| 17 | GIL | Gildan Activewear Inc | — | NEW | New buy |
| 18 | BLND | Blend Labs Inc-a | — | NEW | New buy |
| 19 | CARG | Cargurus Inc | — | NEW | New buy |
| 20 | GNRC | Generac Holdings Inc | — | NEW | New buy |
| 21 | IBP | Installed Building Products | — | NEW | New buy |
| 22 | ETSY | Etsy Inc | — | NEW | New buy |
| 23 | HQY | Healthequity Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Goodnow Investment Group, LLC reported a total U.S. public equity portfolio value of $963.7M across 23 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including CVNA, GDDY, CACC) accounted for 52.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
CVNA
市值: $179.9M
During Q1 2025, Goodnow Investment Group, LLC's top holdings by market value included CVNA (19.4%)、GDDY (13.6%)、CACC (7.5%). The largest single position, CVNA, represented 19.4% of total portfolio value.
In Q1 2025, Goodnow Investment Group, LLC made 23 total portfolio adjustments, initiating 23 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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