Goodnow Investment Group, LLC 13F Holdings · Q2 2026
Goodnow Investment Group, LLC reported 23 securities worth $963.73M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CVNA (23.24%), CART (7.25%), CACC (7.01%). Among its top 25 positions this quarter: 2 new, 14 added, 7 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $224.0M | 23.24% | 3.4M | Added |
| 2 | CART | MAPLEBEAR INC | $69.9M | 7.25% | 1.5M | Added |
| 3 | CACC | CREDIT ACCEP CORP MICH | $67.6M | 7.01% | 106,131 | Trimmed |
| 4 | GDDY | GODADDY INC | $64.7M | 6.72% | 762,469 | Added |
| 5 | EXPE | EXPEDIA GROUP INC | $64.1M | 6.65% | 250,372 | Added |
| 6 | W | WAYFAIR INC | $57.6M | 5.98% | 623,772 | Trimmed |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC | $53.9M | 5.59% | 687,425 | Added |
| 8 | FOUR | SHIFT4 PMTS INC | $51.0M | 5.29% | 1.0M | Added |
| 9 | SN | SHARKNINJA INC | $39.6M | 4.11% | 260,013 | Added |
| 10 | FTAI | FTAI AVIATION LTD | $37.9M | 3.93% | 139,960 | Added |
| 11 | SUNB | SUNBELT RENTALS HOLDINGS INC | $30.7M | 3.19% | 410,889 | Trimmed |
| 12 | GIL | GILDAN ACTIVEWEAR INC | $29.6M | 3.07% | 574,007 | Added |
| 13 | CNM | CORE & MAIN INC | $28.1M | 2.92% | 582,813 | Trimmed |
| 14 | TDG | TRANSDIGM GROUP INC | $27.3M | 2.83% | 20,482 | Added |
| 15 | V | VISA INC | $24.0M | 2.49% | 69,990 | Added |
| 16 | IR | INGERSOLL RAND INC | $21.4M | 2.23% | 261,554 | Trimmed |
| 17 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $19.8M | 2.05% | 75,079 | Added |
| 18 | APO | APOLLO GLOBAL MGMT INC | $14.0M | 1.45% | 118,461 | Trimmed |
| 19 | TEL | TE CONNECTIVITY PLC | $11.5M | 1.19% | 56,800 | New |
| 20 | SPGI | S&P GLOBAL INC | $9.7M | 1.01% | 23,830 | Trimmed |
| 21 | CARG | CARGURUS INC | $7.5M | 0.77% | 218,678 | Added |
| 22 | ICE | INTERCONTINENTAL EXCHANGE IN | $7.2M | 0.75% | 58,450 | New |
| 23 | QXO | QXO INC | $2.7M | 0.28% | 157,180 | Added |
| 24 | APTV | APTIV PLC | $0 | 0.00% | 0 | Exited |
| 25 | COO | COOPER COS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR