Long-term investor
Goodnow Investment Group, LLC @goodnowinvestmentgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001362255).
Record
- Tracked since 2025-12-31 (261 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -8.9%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CVNA · 23.2% · long · since 2025-12-31
- CART · 7.3% · long · since 2025-12-31
- CACC · 7.0% · long · since 2025-12-31
- GDDY · 6.7% · long · since 2025-12-31
- EXPE · 6.6% · long · since 2025-12-31
- W · 6.0% · long · since 2025-12-31
- SGI · 5.6% · long · since 2025-12-31
- FOUR · 5.3% · long · since 2025-12-31
- SN · 4.1% · long · since 2025-12-31
- FTAI · 3.9% · long · since 2026-03-31
- SUNB · 3.2% · long · since 2026-03-31
- GIL · 3.1% · long · since 2025-12-31