# EDGAR Filing Document

**Accession Number:** 0001362255
**File Stem:** 0001085146-25-004490
**Filing Date:** 2025-8
**Character Count:** 9862
**Document Hash:** 91b1dad201d0b2d09a60b67342dd7c8b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004490.hdr.sgml**: 20250805

**ACCESSION NUMBER**: 0001085146-25-004490

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250805

**EFFECTIVENESS DATE**: 20250805

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** GOODNOW INVESTMENT GROUP, LLC
- **CENTRAL INDEX KEY:** 0001362255

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11908
- **FILM NUMBER:** 251181968

**BUSINESS ADDRESS:**
- **STREET 1:** 9 OLD KINGS HIGHWAY SOUTH
- **CITY:** DARIEN
- **STATE:** CT
- **ZIP:** 06820
- **BUSINESS PHONE:** 203-655-6272

**MAIL ADDRESS:**
- **STREET 1:** 9 OLD KINGS HIGHWAY SOUTH
- **CITY:** DARIEN
- **STATE:** CT
- **ZIP:** 06820

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001362255

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** GOODNOW INVESTMENT GROUP, LLC

**Address:** 9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820

**Telephone number:** 203-655-6272

**Name of agent for service:** Peter J. Gavey

**Agent Address:** 9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-11908

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                      | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                    | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ASHTEAD Group LLC                   |  | 09/04/2024     | Director Renumeration Report        | SECTION 14A SAY-ON-PAY VOTES |         991571 |                0 | FOR         |                                   991571 | FOR                         |  |
| ASHTEAD Group LLC                   |  | 09/04/2024     | Rules of AHT LT Incentive Plan 2021 | SECTION 14A SAY-ON-PAY VOTES |         991571 |                0 | FOR         |                                   991571 | FOR                         |  |
| Applied Materials Inc               | 038222105 | 03/06/2025     | Executive Compensation              | SECTION 14A SAY-ON-PAY VOTES |          68374 |                0 | FOR         |                                    68374 | FOR                         |  |
| TRANSDIGM GROUP INCORP              | 893641100 | 03/06/2025     | Compensation for Named Executives   | SECTION 14A SAY-ON-PAY VOTES |          15440 |                0 | FOR         |                                    15440 | FOR                         |  |
| TD SYNNEX CORPORATION               | 87162W100 | 04/02/2025     | Executive Compensation              | SECTION 14A SAY-ON-PAY VOTES |         575334 |                0 | FOR         |                                   575334 | FOR                         |  |
| TD SYNNEX CORPORATION               | 87162W100 | 04/02/2025     | Eliminate Super Majority Voting     | SECTION 14A SAY-ON-PAY VOTES |         575334 |                0 | FOR         |                                   575334 | FOR                         |  |
| APTIV PLC                           | G6095L109 | 04/23/2025     | Executive Comp                      | SECTION 14A SAY-ON-PAY VOTES |         821033 |                0 | FOR         |                                   821033 | FOR                         |  |
| CARVANA CO                          | 146869102 | 05/05/2025     | Executive Cmpensation               | SECTION 14A SAY-ON-PAY VOTES |         817288 |                0 | FOR         |                                   817288 | FOR                         |  |
| CARVANA CO                          | 146869102 | 05/05/2025     | Supermajority                       | SECTION 14A SAY-ON-PAY VOTES |         817288 |                0 | AGAINST     |                                   817288 | AGAINST                     |  |
| TEMPUR SEALY INTERNATIONAL, INC.    | 88023U101 | 05/14/2025     | Executive Comp                      | SECTION 14A SAY-ON-PAY VOTES |         810164 |                0 | FOR         |                                   810164 | FOR                         |  |
| Installed Building Products         | 45780R101 | 05/20/2025     | Executive Compensation              | SECTION 14A SAY-ON-PAY VOTES |          23548 |                0 | FOR         |                                    23548 | FOR                         |  |
| EXPEDIA GROUP INC.                  | 30212P303 | 06/03/2025     | Executive Comp                      | SECTION 14A SAY-ON-PAY VOTES |         370150 |                0 | FOR         |                                   370150 | FOR                         |  |
| GODADDY INC                         | 380237107 | 06/04/2025     | Executive Compensation              | SECTION 14A SAY-ON-PAY VOTES |         686352 |                0 | FOR         |                                   686352 | FOR                         |  |
| CARGURUS, INC                       | 141788109 | 06/04/2025     | Executive Comp                      | SECTION 14A SAY-ON-PAY VOTES |         177706 |                0 | FOR         |                                   177706 | FOR                         |  |
| CREDIT ACCEPTANCE CORPORATION       | 225310101 | 06/04/2025     | Executive compensation              | SECTION 14A SAY-ON-PAY VOTES |         131437 |                0 | FOR         |                                   131437 | FOR                         |  |
| PAYPAL HOLDINGS, INC.               | 70450Y103 | 06/05/2025     | Executive Comp                      | SECTION 14A SAY-ON-PAY VOTES |         739371 |                0 | FOR         |                                   739371 | FOR                         |  |
| PAYPAL HOLDINGS, INC.               | 70450Y103 | 06/05/2025     | Amend 2015 Equity Incentive Plan    | SECTION 14A SAY-ON-PAY VOTES |         739371 |                0 | FOR         |                                   739371 | FOR                         |  |
| WILSCOTT MOBILE MINI HOLDINGS CORP. | 971378104 | 06/06/2025     | Executive Comp                      | SECTION 14A SAY-ON-PAY VOTES |         604316 |                0 | FOR         |                                   604316 | FOR                         |  |
| HELLOFRESH SE                       |  | 06/06/2025     | Renumeration Report                 | SECTION 14A SAY-ON-PAY VOTES |         356931 |                0 | FOR         |                                   356931 | FOR                         |  |
| INGERSOLL RAND INC.                 | 45687V106 | 06/12/2025     | Executive Comp                      | SECTION 14A SAY-ON-PAY VOTES |         351552 |                0 | FOR         |                                   351552 | FOR                         |  |
| GENERAC HOLDINGS INC                | 368736104 | 06/12/2025     | Say-on-pay Executive Comp           | SECTION 14A SAY-ON-PAY VOTES |          37195 |                0 | FOR         |                                    37195 | FOR                         |  |
| YELP INC.                           | 985817105 | 06/13/2025     | Executive Compensation              | SECTION 14A SAY-ON-PAY VOTES |         737065 |                0 | FOR         |                                   737065 | FOR                         |  |
| SHIFT4 PAYMENTS INC.                | 82452J109 | 06/13/2025     | Executive Compensation              | SECTION 14A SAY-ON-PAY VOTES |         790457 |                0 | FOR         |                                   790457 | FOR                         |  |
| ETSY, INC.                          | 29786A106 | 06/16/2025     | 2024 incentive Plan                 | SECTION 14A SAY-ON-PAY VOTES |          67232 |                0 | FOR         |                                    67232 | FOR                         |  |
| Core  Main Inc                      | 21874C102 | 06/24/2025     | Executive Compensation              | SECTION 14A SAY-ON-PAY VOTES |         555121 |                0 | FOR         |                                   555121 | FOR                         |  |
| Healthequity Inc                    | 42226A107 | 06/26/2025     | Executive Compensation              | SECTION 14A SAY-ON-PAY VOTES |          16577 |                0 | FOR         |                                    16577 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** GOODNOW INVESTMENT GROUP, LLC

**By (Signature):** Peter J. Gavey

**By (Printed Signature):** Peter J. Gavey

**By (Title):** Chief Compliance Officer

**Date:** 08/04/2025