Goodnow Investment Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Goodnow Investment Group, Llc disclosed 23 stock positions valued at approximately $963.73M as of quarter-end June 30, 2026. The largest holdings include CARVANA CO, MAPLEBEAR INC, and CREDIT ACCEP CORP MICH.
- Report Period
- June 30, 2026
- No. of Stocks
- 23
- Portfolio Value
- $963.73M
Holdings by Sector
Goodnow Investment Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 23.24% | 3,403,185 | +2,678,744 | +369.77% | $223,997,637 |
| MAPLEBEAR INC | CART | Consumer Cyclical | 7.25% | 1,476,191 | +92,440 | +6.68% | $69,897,644 |
| CREDIT ACCEP CORP MICH | CACC | Financial Services | 7.01% | 106,131 | -10,240 | -8.80% | $67,577,853 |
| GODADDY INC | GDDY | Technology | 6.72% | 762,469 | +17,250 | +2.31% | $64,718,369 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 6.65% | 250,372 | +32,620 | +14.98% | $64,065,187 |
| WAYFAIR INC | W | Consumer Cyclical | 5.98% | 623,772 | -14,820 | -2.32% | $57,649,008 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 5.59% | 687,425 | +77,600 | +12.72% | $53,894,120 |
| SHIFT4 PMTS INC | FOUR | Technology | 5.29% | 1,047,530 | +193,300 | +22.63% | $50,951,859 |
| SHARKNINJA INC | SN | Other | 4.11% | 260,013 | +111,850 | +75.49% | $39,592,180 |
| FTAI AVIATION LTD | FTAI | Other | 3.93% | 139,960 | +132,460 | +1766.13% | $37,863,379 |
| SUNBELT RENTALS HOLDINGS INC | SUNB | Other | 3.19% | 410,889 | -323,054 | -44.02% | $30,738,606 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 3.07% | 574,007 | +273,260 | +90.86% | $29,618,761 |
| CORE & MAIN INC | CNM | Industrials | 2.92% | 582,813 | -171,166 | -22.70% | $28,120,727 |
| TRANSDIGM GROUP INC | TDG | Industrials | 2.83% | 20,482 | +2,470 | +13.71% | $27,282,843 |
| VISA INC | V | Financial Services | 2.49% | 69,990 | +26,330 | +60.31% | $24,012,869 |
| INGERSOLL RAND INC | IR | Industrials | 2.23% | 261,554 | -46,857 | -15.19% | $21,444,812 |
| ZEBRA TECHNOLOGIES CORPORATI | ZBRA | Technology | 2.05% | 75,079 | +29,780 | +65.74% | $19,765,298 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 1.45% | 118,461 | -138,910 | -53.97% | $14,015,121 |
| TE CONNECTIVITY PLC | TEL | Other | 1.19% | 56,800 | +56,800 | +100.00% | $11,451,448 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.01% | 23,830 | -260 | -1.08% | $9,705,006 |
| CARGURUS INC | CARG | Consumer Cyclical | 0.77% | 218,678 | +46,840 | +27.26% | $7,454,733 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.75% | 58,450 | +58,450 | +100.00% | $7,195,780 |
| QXO INC | QXO | Technology | 0.28% | 157,180 | +89,570 | +132.48% | $2,716,070 |
Showing 23 of 23 holdings in the latest reporting period.