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GOODNOW INVESTMENT GROUP, LLC — 13F Holdings & Portfolio

CIK 1362255 · latest 13F-HR filed 2026-08-14

Backtest portfolio

GOODNOW INVESTMENT GROUP, LLC manages $963.7M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CVNA (23.24%), CART (7.25%), CACC (7.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 8; 15 existing positions rose in reported value and 5 fell.

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.

Loading holdings…
AUM
$963.7M

Long-equity book

Holdings
23

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+2 / −8 / ↑15 / ↓5

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
CVNA23.2% · +370%CART7.3% · +7%CACC7.0% · -9%GDDY6.7% · +2%EXPE6.6% · +15%W6.0% · -2%SGI5.6% · +13%FOUR5.3% · +23%SN4.1% · +76%FTAI3.9% · +1766%SUNB3.2% · -44%GIL3.1% · +91%CNM2.9% · -23%TDG2.8% · +14%V2.5% · +60%IR2.2% · -15%ZBRA2.1% · +66%APO1.5% · -54%TEL1.2% · newSPGI1.0% · -1%CARG0.8% · +27%ICE0.7% · newQXO0.3% · +132%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 75.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 3, 2026.

Assets Under Management
$1.13B
Discretionary
$1.13B
Employees
8
Accounts
6
Address
9 OLD KING'S HIGHWAY SOUTH
DARIEN, CT 06820
Phone
(203) 655-6272
Website
Name Title / Status Ownership Type
GAVEY, PETER, JOHN ControlCHIEF COMPLIANCE OFFICER
since Jun 2005
10–25%Individual
HECK, RANDALL, MATTHEW ControlMEMBER
since Jun 2005
25–50%Individual
PURCELL, BRADLEY, JAMES ControlMEMBER
since Jun 2005
25–50%Individual
BIRKETT, JOHN, DESMONDMEMBER
since Dec 2020
10–25%Individual
FERULLO, PATRICK, ANTHONYMEMBER
since Jan 2010
Less than 5%Individual
LEHR, SAMUEL, JOSEPHMEMBER
since Jan 2011
5–10%Individual
MOORE, MICHAEL, THOMASMEMBER
since Dec 2018
10–25%Individual
Ownership & leadership changes · 7 filings with changes since Mar 5, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 15, 2024 filing
  • ChangedBIRKETT, JOHN, DESMOND · ownership 5–10% → 10–25%
  • ChangedMOORE, MICHAEL, THOMAS · ownership 5–10% → 10–25%
Jan 8, 2024 filing
  • No longer listedGOODNOW, EDWARD, BARR · MEMBER · Less than 5% · control person · listed since Jun 2005
Mar 8, 2022 filing
  • ChangedBIRKETT, JOHN, DESMOND · ownership Less than 5% → 5–10%
  • ChangedMOORE, MICHAEL, THOMAS · ownership Less than 5% → 5–10%
Feb 26, 2021 filing
  • AddedBIRKETT, JOHN, DESMOND · MEMBER · Less than 5%
Mar 19, 2019 filing
  • AddedMOORE, MICHAEL, THOMAS · MEMBER · Less than 5%
Mar 13, 2018 filing
  • No longer listedCOSCIELLO, MATTHEW, J · MEMBER · Less than 5% · listed since Jun 2005
  • AddedLEHR, SAMUEL, JOSEPH · MEMBER · 5–10%
Mar 5, 2013 filing
  • AddedFERULLO, PATRICK, ANTHONY · MEMBER · Less than 5%
Mar 5, 2012 filing (earliest on record)
  • ListedCOSCIELLO, MATTHEW, J · MEMBER · Less than 5%
  • ListedGAVEY, PETER, JOHN · CHIEF COMPLIANCE OFFICER · 10–25% · control person
  • ListedGOODNOW, EDWARD, BARR · MEMBER · Less than 5% · control person
  • ListedHECK, RANDALL, MATTHEW · MEMBER · 25–50% · control person
  • ListedPURCELL, BRADLEY, JAMES · MEMBER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 15 →

Top Trims

Show all 5 →

New Positions

Show all 2 →

Exited Positions

Show all 8 →

GOODNOW INVESTMENT GROUP, LLC Holdings (2026-06-30)

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 $224.0M 23.24% 3,403,185 SH
2 MAPLEBEAR INC CART 565394103 $69.9M 7.25% 1,476,191 SH
3 CREDIT ACCEP CORP MICH CACC 225310101 $67.6M 7.01% 106,131 SH
4 GODADDY INC GDDY 380237107 $64.7M 6.72% 762,469 SH
5 EXPEDIA GROUP INC EXPE 30212P303 $64.1M 6.65% 250,372 SH
6 WAYFAIR INC W 94419L101 $57.6M 5.98% 623,772 SH
7 SOMNIGROUP INTERNATIONAL INC SGI 88023U101 $53.9M 5.59% 687,425 SH
8 SHIFT4 PMTS INC FOUR 82452J109 $51.0M 5.29% 1,047,530 SH
9 SHARKNINJA INC SN G8068L108 $39.6M 4.11% 260,013 SH
10 FTAI AVIATION LTD FTAI G3730V105 $37.9M 3.93% 139,960 SH
11 SUNBELT RENTALS HOLDINGS INC SUNB 866966104 $30.7M 3.19% 410,889 SH
12 GILDAN ACTIVEWEAR INC GIL 375916103 $29.6M 3.07% 574,007 SH
13 CORE & MAIN INC CNM 21874C102 $28.1M 2.92% 582,813 SH
14 TRANSDIGM GROUP INC TDG 893641100 $27.3M 2.83% 20,482 SH
15 VISA INC V 92826C839 $24.0M 2.49% 69,990 SH
16 INGERSOLL RAND INC IR 45687V106 $21.4M 2.23% 261,554 SH
17 ZEBRA TECHNOLOGIES CORPORATI ZBRA 989207105 $19.8M 2.05% 75,079 SH
18 APOLLO GLOBAL MGMT INC APO 03769M106 $14.0M 1.45% 118,461 SH
19 TE CONNECTIVITY PLC TEL G87052109 $11.5M 1.19% 56,800 SH
20 S&P GLOBAL INC SPGI 78409V104 $9.7M 1.01% 23,830 SH
21 CARGURUS INC CARG 141788109 $7.5M 0.77% 218,678 SH
22 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $7.2M 0.75% 58,450 SH
23 QXO INC QXO 82846H405 $2.7M 0.28% 157,180 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $963.7M 23 0000919574-26-005180
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
Filer Information
Address
9 OLD KINGS HIGHWAY SOUTH
DARIEN, CT 06820
Phone
(203) 655-6272
Filing Manager
GOODNOW INVESTMENT GROUP, LLC
Darien, CT
Signatory
Peter J. Gavey
Chief Compliance Officer