Goodnow Investment Group, Llc Portfolio Stock Holdings
Goodnow Investment Group, Llc disclosed 29 stock positions valued at approximately $912.9 million in its latest SEC 13F filing. The largest holdings include CARVANA CO, GODADDY INC, and MAPLEBEAR INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 29
- Portfolio Value
- $912.9M
Holdings by Sector
Goodnow Investment Group, Llc Portfolio Holdings in Q1 2026
28 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 24.95% | 724,441 | +14,350 | +2.02% | $227,749,762 |
| GODADDY INC | GDDY | Technology | 6.75% | 745,219 | +3,470 | +0.47% | $61,607,255 |
| MAPLEBEAR INC | CART | Consumer Cyclical | 5.68% | 1,383,751 | +5,870 | +0.43% | $51,835,312 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 5.51% | 217,752 | -45,319 | -17.23% | $50,276,759 |
| CREDIT ACCEP CORP MICH | CACC | Financial Services | 5.40% | 116,371 | -420 | -0.36% | $49,278,464 |
| WAYFAIR INC | W | Consumer Cyclical | 5.26% | 638,592 | +5,640 | +0.89% | $48,028,504 |
| APTIV PLC | APTV | Other | 5.16% | 678,923 | -73,440 | -9.76% | $47,144,413 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 4.94% | 609,825 | -30,070 | -4.70% | $45,078,264 |
| SHIFT4 PMTS INC | FOUR | Technology | 4.09% | 854,230 | +3,030 | +0.36% | $37,355,478 |
| CORE & MAIN INC | CNM | Industrials | 4.08% | 753,979 | -6,860 | -0.90% | $37,246,563 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 3.14% | 257,371 | +1,550 | +0.61% | $28,676,277 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 2.75% | 126,770 | +126,770 | +100.00% | $25,137,223 |
| INGERSOLL RAND INC | IR | Industrials | 2.71% | 308,411 | -35,367 | -10.29% | $24,709,889 |
| TRANSDIGM GROUP INC | TDG | Industrials | 2.29% | 18,012 | +2,570 | +16.64% | $20,875,188 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 1.83% | 300,747 | -43,180 | -12.55% | $16,736,571 |
| SHARKNINJA INC | SN | Other | 1.72% | 148,163 | +620 | +0.42% | $15,690,462 |
| VISA INC | V | Financial Services | 1.45% | 43,660 | +43,660 | +100.00% | $13,195,798 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.12% | 24,090 | +24,090 | +100.00% | $10,246,441 |
| ZEBRA TECHNOLOGIES CORPORATI | ZBRA | Technology | 1.04% | 45,299 | +15,810 | +53.61% | $9,471,115 |
| GARTNER INC | IT | Technology | 1.03% | 59,383 | +11,000 | +22.74% | $9,402,704 |
| COOPER COS INC | COO | Healthcare | 0.92% | 116,940 | +116,940 | +100.00% | $8,361,210 |
| VEEVA SYS INC | VEEV | Healthcare | 0.69% | 35,700 | +35,700 | +100.00% | $6,271,062 |
| CARGURUS INC | CARG | Consumer Cyclical | 0.64% | 171,838 | +860 | +0.50% | $5,851,084 |
| KLAVIYO INC | KVYO | Technology | 0.62% | 293,059 | -81,490 | -21.76% | $5,702,928 |
| UNITY SOFTWARE INC | U | Technology | 0.37% | 154,460 | +154,460 | +100.00% | $3,388,852 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 0.29% | 122,360 | +122,360 | +100.00% | $2,645,423 |
| FTAI AVIATION LTD | FTAI | Other | 0.20% | 7,500 | +7,500 | +100.00% | $1,837,500 |
| QXO INC | QXO | Technology | 0.14% | 67,610 | -1,010 | -1.47% | $1,312,986 |