GOODNOW INVESTMENT GROUP, LLC
13F Reported Value
ⓘ$912.9M
Holdings
29
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
GOODNOW INVESTMENT GROUP, LLC disclosed 29 positions worth $912.9M in its Form 13F-HR for Q1 2026, led by $CVNA (CARVANA CO.) at 24.9% of the equity portfolio, followed by $GDDY and $CART. During the quarter the fund opened 9 new positions and exited 2 — including a new stake in $SUNB and a full exit from $PYPL. The portfolio is most concentrated in Consumer Discretionary (49.5% of disclosed assets). All figures are sourced directly from GOODNOW INVESTMENT GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 1362255.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 69.2#378
Quality
$227.7M724,441 sh - 72.4#228
Quality
$61.6M745,219 sh - 76.4#105
Quality
$51.8M1,383,751 sh - 65.7
Quality
$50.3M217,752 sh - 70.6
Quality
$49.3M116,371 sh - 40.5
Quality
$48.0M638,592 sh - —
Quality
$47.8M733,943 sh - —
Quality
$47.1M678,923 sh - 64.6
Quality
$45.1M609,825 sh - 60.0
Quality
$37.4M854,230 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CARVANA CO.$CVNA | 69.2#378 | $227.7M | 724,441 |
 GoDaddy Inc.$GDDY | 72.4#228 | $61.6M | 745,219 |
 Maplebear Inc.$CART | 76.4#105 | $51.8M | 1,383,751 |
 Expedia Group, Inc.$EXPE | 65.7 | $50.3M | 217,752 |
 CREDIT ACCEPTANCE CORP$CACC | 70.6 | $49.3M | 116,371 |
 Wayfair Inc.$W | 40.5 | $48.0M | 638,592 |
 Sunbelt Rentals Holdings, Inc.$SUNB | — | $47.8M | 733,943 |
 Aptiv PLC$APTV | — | $47.1M | 678,923 |
 SOMNIGROUP INTERNATIONAL INC.$SGI | 64.6 | $45.1M | 609,825 |
 Shift4 Payments, Inc.$FOUR | 60.0 | $37.4M | 854,230 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GOODNOW INVESTMENT GROUP, LLC's 29 positions.
Showing top 10 of 29 holdings.
Sector Allocation
Consumer Discretionary
$451.6M
Industrials
$241.0M
Technology
$107.9M
Financials
$101.4M
Healthcare
$8.4M
Communication Services
$2.6M
Full Holdings — GOODNOW INVESTMENT GROUP, LLC (Q1 2026)
All 29 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CVNA | CARVANA CO. | $227.7M | 24.9% | +2% | 69.2 |
| 2 | $GDDY | GoDaddy Inc. | $61.6M | 6.8% | +0% | 72.4 |
| 3 | $CART | Maplebear Inc. | $51.8M | 5.7% | +0% | 76.4 |
| 4 | $EXPE | Expedia Group, Inc. | $50.3M | 5.5% | -17% | 65.7 |
| 5 | $CACC | CREDIT ACCEPTANCE CORP | $49.3M | 5.4% | -0% | 70.6 |
| 6 | $W | Wayfair Inc. | $48.0M | 5.3% | +1% | 40.5 |
| 7 | $SUNB | Sunbelt Rentals Holdings, Inc. | $47.8M | 5.2% | NEW | — |
| 8 | $APTV | Aptiv PLC | $47.1M | 5.2% | -10% | — |
| 9 | $SGI | SOMNIGROUP INTERNATIONAL INC. | $45.1M | 4.9% | -5% | 64.6 |
| 10 | $FOUR | Shift4 Payments, Inc. | $37.4M | 4.1% | +0% | 60 |
| 11 |  $CNM | Core & Main, Inc. | $37.2M | 4.1% | -1% | 63.4 |
| 12 |  $APO | Apollo Global Management, Inc. | $28.7M | 3.1% | +1% | 55.7 |
| 13 |  $DKS | DICK'S SPORTING GOODS, INC. | $25.1M | 2.8% | NEW | 67.9 |
| 14 |  $IR | Ingersoll Rand Inc. | $24.7M | 2.7% | -10% | 55.4 |
| 15 |  $TDG | TransDigm Group INC | $20.9M | 2.3% | +17% | 75.4 |
| 16 |  $GIL | Gildan Activewear Inc. | $16.7M | 1.8% | -13% | — |
| 17 |  $SN | SharkNinja, Inc. | $15.7M | 1.7% | +0% | — |
| 18 |  $V | VISA INC. | $13.2M | 1.4% | NEW | 83.5 |
| 19 |  $SPGI | S&P Global Inc. | $10.2M | 1.1% | NEW | 79.4 |
| 20 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $9.5M | 1.0% | +54% | 65.9 |
| 21 |  $IT | GARTNER INC | $9.4M | 1.0% | +23% | 65.2 |
| 22 |  $COO | COOPER COMPANIES, INC. | $8.4M | 0.9% | NEW | 55.8 |
| 23 |  $VEEV | VEEVA SYSTEMS INC | $6.3M | 0.7% | NEW | 77.8 |
| 24 |  $CARG | CarGurus, Inc. | $5.9M | 0.6% | +1% | 66.8 |
| 25 |  $KVYO | Klaviyo, Inc. | $5.7M | 0.6% | -22% | 50.7 |
| 26 |  $U | Unity Software Inc. | $3.4M | 0.4% | NEW | 35.1 |
| 27 |  $DKNG | DraftKings Inc. | $2.6M | 0.3% | NEW | 54 |
| 28 |  $FTAI | FTAI Aviation Ltd. | $1.8M | 0.2% | NEW | — |
| 29 |  $QXO | QXO, Inc. | $1.3M | 0.1% | -1% | 53.5 |
New Positions (9)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for GOODNOW INVESTMENT GROUP, LLC including:
Track GOODNOW INVESTMENT GROUP, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for GOODNOW INVESTMENT GROUP, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: GOODNOW INVESTMENT GROUP, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For GOODNOW INVESTMENT GROUP, LLC (SEC CIK: 1362255), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in GOODNOW INVESTMENT GROUP, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.