Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GOODNOW INVESTMENT GROUP, LLC (CIK 1362255) reported $912.9M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVNA ($227.7M, 24.95%), GDDY ($61.6M, 6.75%), CART ($51.8M, 5.68%), EXPE ($50.3M, 5.51%), CACC ($49.3M, 5.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $227.7M | 24.95% | 724,441 | Added |
| 2 | GDDY | GODADDY INC | $61.6M | 6.75% | 745,219 | Added |
| 3 | CART | MAPLEBEAR INC | $51.8M | 5.68% | 1.4M | Added |
| 4 | EXPE | EXPEDIA GROUP INC | $50.3M | 5.51% | 217,752 | Trimmed |
| 5 | CACC | CREDIT ACCEP CORP MICH | $49.3M | 5.40% | 116,371 | Trimmed |
| 6 | W | WAYFAIR INC | $48.0M | 5.26% | 638,592 | Added |
| 7 | SUNBELT RENTALS HOLDINGS INC | $47.8M | 5.23% | 733,943 | New | |
| 8 | APTV | APTIV PLC | $47.1M | 5.16% | 678,923 | Trimmed |
| 9 | TPX | SOMNIGROUP INTERNATIONAL INC | $45.1M | 4.94% | 609,825 | Trimmed |
| 10 | FOUR | SHIFT4 PMTS INC | $37.4M | 4.09% | 854,230 | Added |
| 11 | CNM | CORE & MAIN INC | $37.2M | 4.08% | 753,979 | Trimmed |
| 12 | APO | APOLLO GLOBAL MGMT INC | $28.7M | 3.14% | 257,371 | Added |
| 13 | DKS | DICKS SPORTING GOODS INC | $25.1M | 2.75% | 126,770 | New |
| 14 | IR | INGERSOLL RAND INC | $24.7M | 2.71% | 308,411 | Trimmed |
| 15 | TDG | TRANSDIGM GROUP INC | $20.9M | 2.29% | 18,012 | Added |
| 16 | GIL | GILDAN ACTIVEWEAR INC | $16.7M | 1.83% | 300,747 | Trimmed |
| 17 | SN | SHARKNINJA INC | $15.7M | 1.72% | 148,163 | Added |
| 18 | V | VISA INC | $13.2M | 1.45% | 43,660 | New |
| 19 | SPGI | S&P GLOBAL INC | $10.2M | 1.12% | 24,090 | New |
| 20 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $9.5M | 1.04% | 45,299 | Added |
| 21 | IT | GARTNER INC | $9.4M | 1.03% | 59,383 | Added |
| 22 | COO | COOPER COS INC | $8.4M | 0.92% | 116,940 | New |
| 23 | VEEV | VEEVA SYS INC | $6.3M | 0.69% | 35,700 | New |
| 24 | CARG | CARGURUS INC | $5.9M | 0.64% | 171,838 | Added |
| 25 | KVYO | KLAVIYO INC | $5.7M | 0.62% | 293,059 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31