Back to GOODNOW INVESTMENT GROUP, LLC
Q2 2026 13F filing
Updated 27 days ago23 disclosed positions worth $963.7M
Portfolio value
$963.7M
Total holdings
23
New positions
2
Closed positions
8
Increased
14
Decreased
7
Turnover
43.5%
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CVNA CARVANA CO | $224M | 3.40M | 23.24% | Added(+369.8%) |
| 2 | C CART MAPLEBEAR INC | $69.9M | 1.48M | 7.25% | Added(+6.7%) |
| 3 | C CACC CREDIT ACCEP CORP MICH | $67.6M | 106.1K | 7.01% | Trimmed(-8.8%) |
| 4 | G GDDY GODADDY INC | $64.7M | 762.5K | 6.72% | Added(+2.3%) |
| 5 | E EXPE EXPEDIA GROUP INC | $64.1M | 250.4K | 6.65% | Added(+15.0%) |
| 6 | W W WAYFAIR INC | $57.6M | 623.8K | 5.98% | Trimmed(-2.3%) |
| 7 | S SGI SOMNIGROUP INTERNATIONAL INC | $53.9M | 687.4K | 5.59% | Added(+12.7%) |
| 8 | F FOUR-PA SHIFT4 PMTS INC | $51M | 1.05M | 5.29% | Added(+22.6%) |
| 9 | S SN SHARKNINJA INC | $39.6M | 260.0K | 4.11% | Added(+75.5%) |
| 10 | F FTAIM FTAI AVIATION LTD | $37.9M | 140.0K | 3.93% | Added(+1766.1%) |
| 11 | S SUNB SUNBELT RENTALS HOLDINGS INC | $30.7M | 410.9K | 3.19% | Trimmed(-44.0%) |
| 12 | G GIL GILDAN ACTIVEWEAR INC | $29.6M | 574.0K | 3.07% | Added(+90.9%) |
| 13 | C CNM CORE & MAIN INC | $28.1M | 582.8K | 2.92% | Trimmed(-22.7%) |
| 14 | T TDG TRANSDIGM GROUP INC | $27.3M | 20.5K | 2.83% | Added(+13.7%) |
| 15 | V V VISA INC | $24M | 70.0K | 2.49% | Added(+60.3%) |
| 16 | I IR INGERSOLL RAND INC | $21.4M | 261.6K | 2.23% | Trimmed(-15.2%) |
| 17 | Z ZBRA ZEBRA TECHNOLOGIES CORPORATI | $19.8M | 75.1K | 2.05% | Added(+65.7%) |
| 18 | A APOS APOLLO GLOBAL MGMT INC | $14M | 118.5K | 1.45% | Trimmed(-54.0%) |
| 19 | T TEL TE CONNECTIVITY PLC | $11.5M | 56.8K | 1.19% | — |
| 20 | S SPGI S&P GLOBAL INC | $9.7M | 23.8K | 1.01% | Trimmed(-1.1%) |
| 21 | C CARG CARGURUS INC | $7.5M | 218.7K | 0.77% | Added(+27.3%) |
| 22 | I ICE INTERCONTINENTAL EXCHANGE IN | $7.2M | 58.5K | 0.75% | — |
| 23 | ? N/A QXO INC | $2.7M | 157.2K | 0.28% | Added(+132.5%) |