GOODNOW INVESTMENT GROUP, LLC — 13F Holdings & Portfolio
CIK 1362255 · latest 13F-HR filed 2026-05-15
GOODNOW INVESTMENT GROUP, LLC manages $912.9M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CVNA (24.95%), GDDY (6.75%), CART (5.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 2, added to 1, and trimmed 15.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$912.9M
Long-equity book
29
Distinct positions
2026-03-31
Filed 2026-05-15
+9 / −2 / ↑1 / ↓15
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- CARVANA CO-$71.9M -24.0%
- GODADDY INC-$30.4M -33.1%
- EXPEDIA GROUP INC-$24.3M -32.5%
- SHIFT4 PMTS INC-$16.2M -30.3%
- WAYFAIR INC-$15.5M -24.4%
New Positions
- SUNBELT RENTALS HOLDINGS INC$47.8M
- DICKS SPORTING GOODS INC$25.1M
- VISA INC$13.2M
- S&P GLOBAL INC$10.2M
- COOPER COS INC$8.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 146869102 | $227.7M | 24.95% | 724,441 | SH |
| 2 | GODADDY INC | GDDY | 380237107 | $61.6M | 6.75% | 745,219 | SH |
| 3 | MAPLEBEAR INC | CART | 565394103 | $51.8M | 5.68% | 1,383,751 | SH |
| 4 | EXPEDIA GROUP INC | EXPE | 30212P303 | $50.3M | 5.51% | 217,752 | SH |
| 5 | CREDIT ACCEP CORP MICH | CACC | 225310101 | $49.3M | 5.40% | 116,371 | SH |
| 6 | WAYFAIR INC | W | 94419L101 | $48.0M | 5.26% | 638,592 | SH |
| 7 | SUNBELT RENTALS HOLDINGS INC | SUNB | 866966104 | $47.8M | 5.23% | 733,943 | SH |
| 8 | APTIV PLC | APTV | G3265R107 | $47.1M | 5.16% | 678,923 | SH |
| 9 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $45.1M | 4.94% | 609,825 | SH |
| 10 | SHIFT4 PMTS INC | FOUR | 82452J109 | $37.4M | 4.09% | 854,230 | SH |
| 11 | CORE & MAIN INC | CNM | 21874C102 | $37.2M | 4.08% | 753,979 | SH |
| 12 | APOLLO GLOBAL MGMT INC | APO | 03769M106 | $28.7M | 3.14% | 257,371 | SH |
| 13 | DICKS SPORTING GOODS INC | DKS | 253393102 | $25.1M | 2.75% | 126,770 | SH |
| 14 | INGERSOLL RAND INC | IR | 45687V106 | $24.7M | 2.71% | 308,411 | SH |
| 15 | TRANSDIGM GROUP INC | TDG | 893641100 | $20.9M | 2.29% | 18,012 | SH |
| 16 | GILDAN ACTIVEWEAR INC | GIL | 375916103 | $16.7M | 1.83% | 300,747 | SH |
| 17 | SHARKNINJA INC | SN | G8068L108 | $15.7M | 1.72% | 148,163 | SH |
| 18 | VISA INC | V | 92826C839 | $13.2M | 1.45% | 43,660 | SH |
| 19 | S&P GLOBAL INC | SPGI | 78409V104 | $10.2M | 1.12% | 24,090 | SH |
| 20 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 989207105 | $9.5M | 1.04% | 45,299 | SH |
| 21 | GARTNER INC | IT | 366651107 | $9.4M | 1.03% | 59,383 | SH |
| 22 | COOPER COS INC | COO | 216648501 | $8.4M | 0.92% | 116,940 | SH |
| 23 | VEEVA SYS INC | VEEV | 922475108 | $6.3M | 0.69% | 35,700 | SH |
| 24 | CARGURUS INC | CARG | 141788109 | $5.9M | 0.64% | 171,838 | SH |
| 25 | KLAVIYO INC | KVYO | 49845K101 | $5.7M | 0.62% | 293,059 | SH |
| 26 | UNITY SOFTWARE INC | U | 91332U101 | $3.4M | 0.37% | 154,460 | SH |
| 27 | DRAFTKINGS INC NEW | DKNG | 26142V105 | $2.6M | 0.29% | 122,360 | SH |
| 28 | FTAI AVIATION LTD | FTAI | G3730V105 | $1.8M | 0.20% | 7,500 | SH |
| 29 | QXO INC | QXO | 82846H405 | $1.3M | 0.14% | 67,610 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $912.9M | 29 | 0000919574-26-003156 |
| 2025-12-31 | 2026-02-17 | $1.07B | 22 | 0000919574-26-000987 |
| 2025-09-30 | 2025-11-14 | $1.04B | 23 | 0000919574-25-006794 |