GOODNOW INVESTMENT GROUP, LLC — 13F Holdings & Portfolio
CIK 1362255 · latest 13F-HR filed 2026-08-14
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, exited 8, added to 15, and trimmed 5.
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.
DARIEN, CT 06820
$963.7M
Long-equity book
23
Distinct positions
2026-06-30
Filed 2026-08-14
+2 / −8 / ↑15 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FTAI AVIATION LTD$36.0M +1960.6%
- SHARKNINJA INC$23.9M +152.3%
- CREDIT ACCEP CORP MICH$18.3M +37.1%
- MAPLEBEAR INC$18.1M +34.8%
- EXPEDIA GROUP INC$13.8M +27.4%
Top Trims
- SUNBELT RENTALS HOLDINGS INC-$17.0M -35.7%
- APOLLO GLOBAL MGMT INC-$14.7M -51.1%
- CORE & MAIN INC-$9.1M -24.5%
- INGERSOLL RAND INC-$3.3M -13.2%
- S&P GLOBAL INC-$541.4K -5.3%
Exited Positions
- APTIV PLC$47.1M
- DICKS SPORTING GOODS INC$25.1M
- GARTNER INC$9.4M
- COOPER COS INC$8.4M
- VEEVA SYS INC$6.3M
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 |
| 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 |