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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $61.44 | -7.36% | -19.00% | -9.19% | $227.7M | 24.95% | — | HELD |
| 2 | GDDY | GODADDY INC | $99.33 | -5.49% | -36.65% | 35.21% | $61.6M | 6.75% | — | HELD |
| 3 | CART | MAPLEBEAR INC | $44.75 | -1.95% | -4.81% | 81.69% | $51.8M | 5.68% | — | HELD |
| 4 | EXPE | EXPEDIA GROUP INC | $292.93 | -3.73% | 72.23% | 113.18% | $50.3M | 5.51% | — | HELD |
| 5 | CACC | CREDIT ACCEP CORP MICH | $555.67 | -0.19% | 24.17% | -4.14% | $49.3M | 5.40% | — | HELD |
| 6 | W | WAYFAIR INC | $89.78 | 0.84% | 36.15% | -68.37% | $48.0M | 5.26% | — | HELD |
| 7 | SUNB | SUNBELT RENTALS HOLDINGS INC | $72.53 | -1.20% | -1.98% | -4.67% | $47.8M | 5.23% | — | HELD |
| 8 | APTV | APTIV PLC | $58.09 | 0.21% | -11.52% | -61.83% | $47.1M | 5.16% | — | HELD |
| 9 | SGI | SOMNIGROUP INTERNATIONAL INC | $66.87 | -2.24% | -4.47% | 60.79% | $45.1M | 4.94% | — | HELD |
| 10 | FOUR | SHIFT4 PMTS INC | $53.73 | -4.14% | -47.69% | -37.79% | $37.4M | 4.09% | — | HELD |
| 11 | CNM | CORE & MAIN INC | $43.53 | 2.74% | -30.55% | 58.69% | $37.2M | 4.08% | — | HELD |
| 12 | APO | APOLLO GLOBAL MGMT INC | $120.25 | 0.40% | -11.65% | 120.67% | $28.7M | 3.14% | — | HELD |
| 13 | DKS | DICKS SPORTING GOODS INC | $199.91 | -2.95% | -1.10% | 65.60% | $25.1M | 2.75% | — | HELD |
| 14 | IR | INGERSOLL RAND INC | $84.32 | -0.34% | 12.57% | 59.93% | $24.7M | 2.71% | — | HELD |
| 15 | TDG | TRANSDIGM GROUP INC | $1249.91 | -1.16% | -15.72% | 147.56% | $20.9M | 2.29% | — | HELD |
| 16 | GIL | GILDAN ACTIVEWEAR INC | $52.50 | 2.44% | 3.94% | 49.78% | $16.7M | 1.83% | — | HELD |
| 17 | SN | SHARKNINJA INC | $163.33 | 2.58% | 42.67% | 369.81% | $15.7M | 1.72% | — | HELD |
| 18 | V | VISA INC | $366.27 | -0.67% | 8.37% | 65.12% | $13.2M | 1.45% | — | HELD |
| 19 | SPGI | S&P GLOBAL INC | $415.00 | -1.11% | -18.94% | 2.88% | $10.2M | 1.12% | — | HELD |
| 20 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $288.57 | 1.98% | -13.92% | -50.85% | $9.5M | 1.04% | — | HELD |
| 21 | IT | GARTNER INC | $152.92 | -7.68% | -54.01% | -51.07% | $9.4M | 1.03% | — | HELD |
| 22 | COO | COOPER COS INC | $72.65 | -0.56% | 2.51% | -35.50% | $8.4M | 0.92% | — | HELD |
| 23 | VEEV | VEEVA SYS INC | $201.56 | -3.05% | -28.19% | -39.14% | $6.3M | 0.69% | — | HELD |
| 24 | CARG | CARGURUS INC | $36.00 | -2.89% | 12.99% | 18.50% | $5.9M | 0.64% | — | HELD |
| 25 | KVYO | KLAVIYO INC | $18.35 | -5.27% | -38.26% | -35.59% | $5.7M | 0.62% | — | HELD |
| 26 | U | UNITY SOFTWARE INC | $33.34 | 4.06% | 2.91% | -74.16% | $3.4M | 0.37% | — | HELD |
| 27 | DKNG | DRAFTKINGS INC NEW | $23.72 | -3.38% | -46.42% | -60.48% | $2.6M | 0.29% | — | HELD |
| 28 | FTAI | FTAI AVIATION LTD | $197.50 | 0.07% | 36.90% | 836.75% | $1.8M | 0.20% | — | HELD |
| 29 | QXO | QXO INC | $13.46 | 0.45% | -30.39% | -70.40% | $1.3M | 0.14% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003156. 13F discloses long positions only — shorts, foreign equities, and options are excluded.