Goodnow Investment Group’s Expedia Group EXPE Stock Holding History

Goodnow Investment Group’s Portfolio EXPE Stock Details EXPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.3M	Sell	217,752 -45,319	-17%	-$11.1M	5.51%	4
2025 Q4	$74.5M	Sell	263,071 -81,839	-24%	-$20.2M	6.95%	3
2025 Q3	$73.7M	Sell	344,910 -63,280	-16%	-$12.7M	7.06%	3
2025 Q2	$68.9M	Buy	408,190 +30,010	+8%	+$4.87M	6.42%	4
2025 Q1	$63.6M	Sell	378,180 -540	-0.1%	-$98.4K	6.85%	5
2024 Q4	$70.6M	Sell	378,720 -6,550	-2%	-$1.13M	6.95%	3
2024 Q3	$57M	Buy	385,270 +36,410	+10%	+$4.82M	6.05%	6
2024 Q2	$44M	Buy	348,860 +226,560	+185%	+$27.9M	5.09%	7
2024 Q1	$16.8M	Buy	+122,300	New	+$17.4M	2.02%	17

Other funds holding EXPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goodnow Investment Group's EXPE Position: Q1 2026 in Review

Goodnow Investment Group reduced its Expedia Group (EXPE) stake by 17% in Q1 2026, selling an estimated $11.1M and leaving 217,752 shares worth $50.3M. The position accounts for 5.51% of the portfolio, ranked #4.

Goodnow Investment Group first reported a position in EXPE in Q1 2024 and has held it in 9 quarters since. The position peaked at $74.5M in Q4 2025. 1,099 funds tracked by Wall St. Rank hold EXPE as of Q1 2026.

Goodnow Investment Group held 217,752 shares of Expedia Group worth $50.3M as of Q1 2026.
Goodnow Investment Group sold 45,319 Expedia Group shares in Q1 2026, an estimated $11.1M.
Expedia Group made up 5.51% of Goodnow Investment Group's portfolio in Q1 2026, its #4 holding.
Goodnow Investment Group first reported a position in Expedia Group in Q1 2024 and has held it in 9 quarters since.
Goodnow Investment Group's Expedia Group position peaked at $74.5M in Q4 2025.
1,099 funds tracked by Wall St. Rank held Expedia Group as of Q1 2026.

Based on Goodnow Investment Group's 13F filing for Q1 2026, filed 15 May 2026.