GOODNOW INVESTMENT GROUP, LLC
CIK 1362255 · View on SEC EDGAR ↗
- Portfolio value
- $963.7M
- Positions
- 23
- As of
- June 30, 2026
Portfolio value QoQ: +5.6% 13F does not disclose cash
- Top 10 holdings weight
- 75.77%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 20
- Effective number of positions
- 10.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 17.98% Est. buys $314,910,276 · sells $168,752,261
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 52.3% still held
- New positions
- 2
- Increased
- 14
- Decreased
- 7
- Closed
- 8
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: -11.3% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 99.2% · Options excluded: 0.0%
Sector breakdown
Full portfolio 23 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CVNA Carvana Co. Class A Common Stock | $223,997,637 | 23.24% | 3,403,185 | $-3,752,125 | Up ×3 | ||
| CART Maplebear Inc. - Common Stock | $69,897,644 | 7.25% | 1,476,191 | $18,062,332 | Up ×4 | ||
| CACC Credit Acceptance Corporation - Common Stock | $67,577,853 | 7.01% | 106,131 | $18,299,389 | Down ×4 | ||
| GDDY GoDaddy Inc. Class A Common Stock | $64,718,369 | 6.72% | 762,469 | $3,111,114 | Up ×4 | ||
| EXPE Expedia Group, Inc. - Common Stock | $64,065,187 | 6.65% | 250,372 | $13,788,428 | Up ×1 | ||
| W Wayfair Inc. Class A Common Stock | $57,649,008 | 5.98% | 623,772 | $9,620,504 | Down ×1 | ||
| SGI Somnigroup International Inc. Common Stock | $53,894,120 | 5.59% | 687,425 | $8,815,856 | Up ×1 | ||
| FOUR Shift4 Payments, Inc. Class A Common Stock | $50,951,859 | 5.29% | 1,047,530 | $13,596,381 | Up ×2 | ||
| SN SharkNinja, Inc. Ordinary Shares | $39,592,180 | 4.11% | 260,013 | $23,901,718 | Up ×2 | ||
| FTAI FTAI Aviation Ltd. - Common Stock | $37,863,379 | 3.93% | 139,960 | $36,025,879 | Up ×1 | ||
| Unknown issuer (CUSIP: 866966104) | $30,738,606 | 3.19% | 410,889 | $-17,033,744 | Down ×1 | ||
| GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | $29,618,761 | 3.07% | 574,007 | $12,882,190 | Up ×1 | ||
| CNM Core & Main, Inc. Class A Common Stock | $28,120,727 | 2.92% | 582,813 | $-9,125,836 | Down ×2 | ||
| TDG Transdigm Group Incorporated Common Stock | $27,282,843 | 2.83% | 20,482 | $6,407,655 | Up ×4 | ||
| V Visa Inc. | $24,012,869 | 2.49% | 69,990 | $10,817,071 | Up ×1 | ||
| IR Ingersoll Rand Inc. Common Stock | $21,444,812 | 2.23% | 261,554 | $-3,265,077 | Down ×6 | ||
| ZBRA Zebra Technologies Corporation - Class A Common Stock | $19,765,298 | 2.05% | 75,079 | $10,294,183 | Up ×2 | ||
| APO Apollo Global Management, Inc. (New) Common Stock | $14,015,121 | 1.45% | 118,461 | $-14,661,156 | Down ×1 | ||
| TEL TE Connectivity plc Ordinary Shares | $11,451,448 | 1.19% | 56,800 | Up ×1 | |||
| SPGI S&P Global Inc. Common Stock | $9,705,006 | 1.01% | 23,830 | $-541,435 | Down ×1 | ||
| CARG CarGurus, Inc. - Class A Common Stock | $7,454,733 | 0.77% | 218,678 | $1,603,649 | Up ×2 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $7,195,780 | 0.75% | 58,450 | ||||
| QXO QXO, Inc. Common Stock | $2,716,070 | 0.28% | 157,180 | $1,403,084 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SN | Bought more | +112K | +$23.9M |
| CACC | Trimmed | -10K | +$18.3M |
| CART | Bought more | +92K | +$18.1M |
| — | Trimmed | -323K | -$17.0M |
| APO | Trimmed | -139K | -$14.7M |
| EXPE | Bought more | +33K | +$13.8M |
| FOUR | Bought more | +193K | +$13.6M |
| GIL | Bought more | +273K | +$12.9M |
| V | Bought more | +26K | +$10.8M |
| ZBRA | Bought more | +30K | +$10.3M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| APTV | June 30, 2026 | 678,923 | $47,144,413 | -22.2% |
| PYPL | March 31, 2026 | 672,559 | $39,263,994 | 37.6% |
| DKS | June 30, 2026 | 126,770 | $25,137,223 | -21.2% |
| SNX | Dec. 31, 2025 | 124,606 | $20,404,233 | 68.2% |
| YELP | March 31, 2026 | 637,180 | $19,363,900 | -6.2% |
| WSC | June 30, 2025 | 615,518 | $17,111,400 | -19.1% |
| ICE | March 31, 2025 | 103,870 | $15,477,669 | -6.7% |
| DKNG | Sept. 30, 2025 | 357,890 | $15,349,902 | -33.2% |
| BLND | Dec. 31, 2025 | 3,189,018 | $11,639,916 | -50.7% |
| AMAT | March 31, 2025 | 70,110 | $11,401,989 | 240.5% |
| IT | June 30, 2026 | 59,383 | $9,402,704 | 48.9% |
| COO | June 30, 2026 | 116,940 | $8,361,210 | 5.7% |
| VEEV | June 30, 2026 | 35,700 | $6,271,062 | 39.6% |
| KVYO | June 30, 2026 | 293,059 | $5,702,928 | 18.7% |
| GNRC | Sept. 30, 2025 | 37,570 | $5,380,400 | 26.0% |
| IBP | June 30, 2025 | 27,460 | $4,708,292 | 36.5% |
| NICE | March 31, 2025 | 24,520 | $4,164,477 | -35.4% |
| U | June 30, 2026 | 154,460 | $3,388,852 | 61.3% |
| ETSY | June 30, 2025 | 67,232 | $3,172,006 | 60.9% |
| DKNG | June 30, 2026 | 122,360 | $2,645,423 | -1.1% |
| BECN | March 31, 2025 | 19,380 | $1,968,620 | No longer tracked |
| HQY | Dec. 31, 2025 | 16,340 | $1,548,542 | 13.0% |
| PNSTQ | March 31, 2025 | 624,131 | $246,532 | No longer tracked |