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Peter J. Gavey

Goodnow Investment Group, Llc

Assets Managed
$912.886M
Holdings
29
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-14.83%(2Q avg: -6.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Goodnow Investment Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Goodnow Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 912.886M in assets, with a quarterly growth rate of -14.83% and a 2-quarter average growth rate of -6.12%. The portfolio is managed by Peter J. Gavey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CVNA
Carvana Co
Recent Activity
Increased 2.03%
24.95%
$227.75M
724,441 shares@ $314.39 avg price
GDDY
Godaddy Inc - Class A
Recent Activity
Increased 0.47%
6.75%
$61.607M
745,219 shares@ $82.68 avg price
CART
Maplebear Inc
Recent Activity
Increased 0.43%
5.68%
$51.835M
1.384M shares@ $37.46 avg price
EXPE
Expedia Group Inc
Recent Activity
Decreased -17.22%
5.51%
$50.277M
217,752 shares@ $230.89 avg price
CACC
Credit Acceptance Corp
Recent Activity
Decreased -0.35%
5.4%
$49.278M
116,371 shares@ $423.47 avg price
W
Wayfair Inc- Class A
Recent Activity
Increased 0.9%
5.27%
$48.029M
638,592 shares@ $75.21 avg price
SUNB
Sunbelt Rentals Holdings Inc
Recent Activity
New Position
5.24%
$47.772M
733,943 shares@ $65.1 avg price
APTV
Aptiv Plc
Recent Activity
Decreased -9.76%
5.17%
$47.144M
678,923 shares@ $69.44 avg price
TPX
Tempur Sealy International I
Recent Activity
Decreased -4.69%
4.94%
$45.078M
609,825 shares@ $73.92 avg price
FOUR
Shift4 Payments Inc-class A
Recent Activity
Increased 0.36%
4.1%
$37.355M
854,230 shares@ $43.74 avg price

1-10 of 29