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GOODNOW INVESTMENT GROUP, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1362255
Institutional-grade research for retail investors

Sector Allocation

  • Consumer Discretionary47.7%$460.1M
  • Industrials26.8%$257.9M
  • Technology12.8%$123.2M
  • Financials12.7%$122.5M

AUM History

13fpro.ai/research/fund/goodnow-investment-group-llc-1362255

Conviction and streaks

Concentrating · top 10 = 75.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

CVNA$CVNAConviction hold23.2% weight · held 10 quartersCART$CARTConviction hold7.3% weight · held 5 quartersCACC$CACCConviction hold7.0% weight · held 10 quartersGDDY$GDDYConviction hold6.7% weight · held 10 quartersEXPE$EXPEConviction hold6.7% weight · held 10 quartersCART$CARTAccumulating+244% shares · 4 quarters runningGDDY$GDDYAccumulating+10% shares · 4 quarters runningTDG$TDGAccumulating+43% shares · 4 quarters runningCVNA$CVNAAccumulating+423% shares · 3 quarters runningFOUR$FOURAccumulating+23% shares · 2 quarters runningIR$IRTrimming-53% shares · 9 quarters runningCACC$CACCTrimming-21% shares · 4 quarters runningICE$ICETrimming-57% shares · 4 quarters runningCNM$CNMTrimming-23% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/goodnow-investment-group-llc-1362255

GOODNOW INVESTMENT GROUP, LLC 13F holdings — Q2 2026

$963.7M portfolio (+5.6% QoQ) · 23 holdings · Q2 2026 13F · top 10 are 76% of the stock portfolio

All holdings — GOODNOW INVESTMENT GROUP, LLC (Q2 2026)

23 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
SUNB$SUNBSunbelt Rentals Holdings, Inc.$30.7M-44%
GIL$GILGildan Activewear Inc.$29.6M+91%
CNM$CNMCore & Main, Inc.$28.1M-23%
TDG$TDGTransDigm Group INC$27.3M+14%
V$VVISA INC.$24.0M+60%
IR$IRIngersoll Rand Inc.$21.4M-15%
ZBRA$ZBRAZEBRA TECHNOLOGIES CORP$19.8M+66%
APO$APOApollo Global Management, Inc.$14.0M-54%
TEL$TELTE Connectivity plc$11.5MNew
SPGI$SPGIS&P Global Inc.$9.7M-1%
CARG$CARGCarGurus, Inc.$7.5M+27%
ICE$ICEIntercontinental Exchange, Inc.$7.2MNew
QXO$QXOQXO, Inc.$2.7M+132%

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 14 added to, 7 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • TEL$TELTE Connectivity plc$11.5M

    first bought this quarter

  • ICE$ICEIntercontinental Exchange, Inc.$7.2M

    first bought this quarter

Added to (14)

  • CVNA$CVNACARVANA CO.+370%

    now $224.0M · held 10+ qtrs

  • FTAI$FTAIFTAI Aviation Ltd.+1766%

    now $37.9M · held 2 qtrs, 2 adds in a row

  • SN$SNSharkNinja, Inc.+75%

    now $39.6M · held 3 qtrs

  • GIL$GILGildan Activewear Inc.+91%

    now $29.6M · held 10+ qtrs

  • FOUR$FOURShift4 Payments, Inc.+23%

    now $51.0M · held 10+ qtrs

  • V$VVISA INC.+60%

    now $24.0M · held 2 qtrs, 2 adds in a row

+8 more in the Excel export

Trimmed (7)

  • SUNB$SUNBSunbelt Rentals Holdings, Inc.-44%

    now $30.7M · held 2 qtrs

  • APO$APOApollo Global Management, Inc.-54%

    now $14.0M · held 10+ qtrs

  • CNM$CNMCore & Main, Inc.-23%

    now $28.1M · held 7 qtrs

  • CACC$CACCCREDIT ACCEPTANCE CORP-9%

    now $67.6M · held 10+ qtrs

  • IR$IRIngersoll Rand Inc.-15%

    now $21.4M · held 10+ qtrs, 5 trims in a row

  • W$WWayfair Inc.-2%

    now $57.6M · held 10+ qtrs

+1 more in the Excel export

Sold out (8)

  • APTV$APTVAptiv PLCwas $47.1M

    held 6 qtrs

  • DKS$DKSDICK'S SPORTING GOODS, INC.was $25.1M

    held 1 qtr

  • IT$ITGARTNER INCwas $9.4M

    held 3 qtrs

  • COO$COOCOOPER COMPANIES, INC.was $8.4M

    held 1 qtr

  • VEEV$VEEVVEEVA SYSTEMS INCwas $6.3M

    held 1 qtr

  • KVYO$KVYOKlaviyo, Inc.was $5.7M

+2 more in the Excel export

Firm AUM (Form ADV): $1.1B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F GOODNOW INVESTMENT GROUP, LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of GOODNOW INVESTMENT GROUP's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-7.9%

Value-weighted move of the 10 largest stock positions

Turnover

15%

Last quarter; 36% over the last 4

Top 10 weight

76%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

81%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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.

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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.

Every holding in GOODNOW INVESTMENT GROUP, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (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.