Institutional
GOODNOW INVESTMENT GROUP, LLC
CIK 0001362255
$912.9M
Reported AUM
29
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · GOODNOW INVESTMENT GROUP, LLC · Q1 2026
AI · grounded in 13F
GOODNOW INVESTMENT GROUP, LLC exited its position in PYPL, reducing its exposure by $39.3M. The fund established a new position in SUNB worth $47.8M and added DKS with a $25.1M investment. Other notable activity includes closing its position in YELP for $19.4M and initiating a new stake in V totaling $13.2M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $66.51 | 0.48% | -2.61% | -1.48% | $227.7M | 24.95% | +14,350 | +2.0% |
| 2 | GDDY | GODADDY INC | $84.38 | -0.54% | -53.88% | 0.63% | $61.6M | 6.75% | +3,470 | +0.5% |
| 3 | CART | MAPLEBEAR INC | — | — | -9.66% | 67.52% | $51.8M | 5.68% | +5,870 | +0.4% |
| 4 | EXPE | EXPEDIA GROUP INC | $228.88 | 0.75% | 30.66% | 44.04% | $50.3M | 5.51% | −45,319 | −17.2% |
| 5 | CACC | CREDIT ACCEP CORP MICH | $544.71 | -0.67% | 7.74% | 12.36% | $49.3M | 5.40% | −420 | −0.4% |
| 6 | W | WAYFAIR INC | $68.35 | -5.71% | 50.95% | -71.68% | $48.0M | 5.26% | +5,640 | +0.9% |
| 7 | SUNB | SUNBELT RENTALS HOLDINGS INC | $79.36 | -2.37% | 6.62% | 3.70% | $47.8M | 5.23% | +733,943 | NEW |
| 8 | APTV | APTIV PLC | $68.60 | -5.92% | 2.94% | -58.89% | $47.1M | 5.16% | −73,440 | −9.8% |
| 9 | SGI | SOMNIGROUP INTERNATIONAL INC | $68.01 | -2.33% | 4.77% | 65.51% | $45.1M | 4.94% | −30,070 | −4.7% |
| 10 | FOUR | SHIFT4 PMTS INC | $38.08 | -3.08% | -59.66% | -57.30% | $37.4M | 4.09% | +3,030 | +0.4% |
| 11 | CNM | CORE & MAIN INC | $51.97 | -0.76% | -12.92% | 89.46% | $37.2M | 4.08% | −6,860 | −0.9% |
| 12 | APO | APOLLO GLOBAL MGMT INC | $128.03 | -0.30% | -2.53% | 140.69% | $28.7M | 3.14% | +1,550 | +0.6% |
| 13 | DKS | DICKS SPORTING GOODS INC | $214.83 | -1.27% | 21.74% | 139.35% | $25.1M | 2.75% | +126,770 | NEW |
| 14 | IR | INGERSOLL RAND INC | $72.25 | 0.33% | -12.99% | 48.67% | $24.7M | 2.71% | −35,367 | −10.3% |
| 15 | TDG | TRANSDIGM GROUP INC | $1238.74 | 0.87% | -9.69% | 132.48% | $20.9M | 2.29% | +2,570 | +16.6% |
| 16 | GIL | GILDAN ACTIVEWEAR INC | $57.61 | -0.45% | 22.02% | 83.95% | $16.7M | 1.83% | −43,180 | −12.6% |
| 17 | SN | SHARKNINJA INC | $119.82 | -2.96% | 37.33% | 251.28% | $15.7M | 1.72% | +620 | +0.4% |
| 18 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $13.2M | 1.45% | +43,660 | NEW |
| 19 | SPGI | S&P GLOBAL INC | $424.44 | 1.03% | -17.59% | 3.23% | $10.2M | 1.12% | +24,090 | NEW |
| 20 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $232.11 | -5.45% | -21.41% | -57.99% | $9.5M | 1.04% | +15,810 | +53.6% |
| 21 | IT | GARTNER INC | $164.02 | -0.52% | -61.18% | -38.04% | $9.4M | 1.03% | +11,000 | +22.7% |
| 22 | COO | COOPER COS INC | $67.34 | 8.58% | -6.90% | -36.11% | $8.4M | 0.92% | +116,940 | NEW |
| 23 | VEEV | VEEVA SYS INC | $172.61 | -3.35% | -39.51% | -48.12% | $6.3M | 0.69% | +35,700 | NEW |
| 24 | CARG | CARGURUS INC | $27.42 | 0.18% | -14.26% | -4.13% | $5.9M | 0.64% | +860 | +0.5% |
| 25 | KVYO | KLAVIYO INC | $15.58 | -1.27% | -54.26% | -45.31% | $5.7M | 0.62% | −81,490 | −21.8% |
| 26 | U | UNITY SOFTWARE INC | $29.17 | -2.86% | 16.08% | -72.77% | $3.4M | 0.37% | +154,460 | NEW |
| 27 | DKNG | DRAFTKINGS INC NEW | $24.93 | -1.73% | -30.38% | -48.60% | $2.6M | 0.29% | +122,360 | NEW |
| 28 | FTAI | FTAI AVIATION LTD | $234.05 | -6.41% | 82.59% | 1022.34% | $1.8M | 0.20% | +7,500 | NEW |
| 29 | QXO | QXO INC | $15.76 | -2.90% | -17.05% | -71.03% | $1.3M | 0.14% | −1,010 | −1.5% |
| 30 | PYPL | PAYPAL HLDGS INC | $41.29 | -3.42% | -43.28% | -84.88% | — | — | −672,559 | EXITED |
| 31 | YELP | YELP INC | $23.25 | -1.61% | — | — | — | — | −637,180 | EXITED |
Source: SEC EDGAR · accession 0000919574-26-003156. 13F discloses long positions only — shorts, foreign equities, and options are excluded.