GOODNOW INVESTMENT GROUP, LLC
13F Reported Value
ⓘ$963.7M
Holdings
23
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
GOODNOW INVESTMENT GROUP, LLC disclosed 23 positions worth $963.7M in its Form 13F-HR for Q2 2026, led by $CVNA (CARVANA CO.) at 23.2% of the equity portfolio, followed by $CART and $CACC. During the quarter the fund opened 2 new positions and exited 8 — including a new stake in $TEL and a full exit from $APTV. The portfolio is most concentrated in Consumer Discretionary (47.7% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 71.6#176
Quality
$224.0M3,403,185 sh - 70.6#214
Quality
$69.9M1,476,191 sh - 68.6#312
Quality
$67.6M106,131 sh - 70.7
Quality
$64.7M762,469 sh - 71.1
Quality
$64.1M250,372 sh - 43.8
Quality
$57.6M623,772 sh - 71.6
Quality
$53.9M687,425 sh - 62.5
Quality
$51.0M1,047,530 sh - 66.8
Quality
$39.6M260,013 sh - —
Quality
$37.9M139,960 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CARVANA CO.$CVNA | 71.6#176 | $224.0M | 3,403,185 |
 Maplebear Inc.$CART | 70.6#214 | $69.9M | 1,476,191 |
 CREDIT ACCEPTANCE CORP$CACC | 68.6#312 | $67.6M | 106,131 |
 GoDaddy Inc.$GDDY | 70.7 | $64.7M | 762,469 |
 Expedia Group, Inc.$EXPE | 71.1 | $64.1M | 250,372 |
 Wayfair Inc.$W | 43.8 | $57.6M | 623,772 |
 SOMNIGROUP INTERNATIONAL INC.$SGI | 71.6 | $53.9M | 687,425 |
 Shift4 Payments, Inc.$FOUR | 62.5 | $51.0M | 1,047,530 |
 SharkNinja, Inc.$SN | 66.8 | $39.6M | 260,013 |
 FTAI Aviation Ltd.$FTAI | — | $37.9M | 139,960 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GOODNOW INVESTMENT GROUP, LLC's 23 positions.
Showing top 10 of 23 holdings.
Sector Allocation
Consumer Discretionary
$460.1M
Industrials
$257.9M
Technology
$123.2M
Financials
$122.5M
Full Holdings — GOODNOW INVESTMENT GROUP, LLC (Q2 2026)
All 23 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. | $224.0M | 23.2% | +370% | 71.6 |
| 2 | $CART | Maplebear Inc. | $69.9M | 7.3% | +7% | 70.6 |
| 3 | $CACC | CREDIT ACCEPTANCE CORP | $67.6M | 7.0% | -9% | 68.6 |
| 4 | $GDDY | GoDaddy Inc. | $64.7M | 6.7% | +2% | 70.7 |
| 5 | $EXPE | Expedia Group, Inc. | $64.1M | 6.7% | +15% | 71.1 |
| 6 | $W | Wayfair Inc. | $57.6M | 6.0% | -2% | 43.8 |
| 7 | $SGI | SOMNIGROUP INTERNATIONAL INC. | $53.9M | 5.6% | +13% | 71.6 |
| 8 | $FOUR | Shift4 Payments, Inc. | $51.0M | 5.3% | +23% | 62.5 |
| 9 | $SN | SharkNinja, Inc. | $39.6M | 4.1% | +75% | 66.8 |
| 10 | $FTAI | FTAI Aviation Ltd. | $37.9M | 3.9% | +1766% | — |
| 11 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $30.7M | 3.2% | -44% | 69.7 |
| 12 |  $GIL | Gildan Activewear Inc. | $29.6M | 3.1% | +91% | — |
| 13 |  $CNM | Core & Main, Inc. | $28.1M | 2.9% | -23% | 59.9 |
| 14 |  $TDG | TransDigm Group INC | $27.3M | 2.8% | +14% | 68 |
| 15 |  $V | VISA INC. | $24.0M | 2.5% | +60% | 82.9 |
| 16 |  $IR | Ingersoll Rand Inc. | $21.4M | 2.2% | -15% | 64.4 |
| 17 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $19.8M | 2.0% | +66% | 67.5 |
| 18 |  $APO | Apollo Global Management, Inc. | $14.0M | 1.4% | -54% | 52.1 |
| 19 |  $TEL | TE Connectivity plc | $11.5M | 1.2% | NEW | — |
| 20 |  $SPGI | S&P Global Inc. | $9.7M | 1.0% | -1% | 76.1 |
| 21 |  $CARG | CarGurus, Inc. | $7.5M | 0.8% | +27% | 63.2 |
| 22 |  $ICE | Intercontinental Exchange, Inc. | $7.2M | 0.8% | NEW | 73.7 |
| 23 |  $QXO | QXO, Inc. | $2.7M | 0.3% | +132% | 49 |
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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.
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