Goodnow Investment Group Q2 2026 Portfolio Activity: Significant Buys & Sells Observed

As reported for the period ending June 30, 2026, Goodnow Investment Group's portfolio saw notable changes in holdings. The firm engaged in both buying and selling activities during this quarter.

Prominent Purchases Observed

Several companies experienced significant increases in their share count within the Goodnow Investment Group portfolio during Q2 2026:

• CARVANA CO (CVNA), a Consumer Cyclical company, saw its share count increase by 369.77%. This substantial growth suggests strong confidence in the stock's potential.
• SHARKNINJA INC (SN), with an allocation percentage jump of 4.11% and a share increase of 75.49%, indicates significant new interest.
• FTAI AVIATION LTD (FTAI), despite its sector being unknown, had an enormous 1766.13% increase in shares from the previous period.
• GILDAN ACTIVEWEAR INC (CART), a Consumer Cyclical stock, also showed considerable buying with a 90.86% increase in shares held by Goodnow.
• Furthermore, QXO INC (QXO), categorized under Technology, experienced a significant buy with its share count increasing by 132.48%.

Notable Sales and Decreases

In contrast to the buying activity, Goodnow Investment Group also divested shares from some of their holdings during Q2:

• APOLLO GLOBAL MGMT INC (APO), a Financial Services company, was sold significantly as its share count decreased by 53.97%.
• CREDIT ACCEP CORP MICH (CACC), in the Financial Services sector, saw a reduction of 8.8%.
• Consumer Cyclical stock WAYFAIR INC (W) experienced a decrease of 2.32%.
• MAPLEBEAR INC (CART), another Consumer Cyclical, had its share count increase by only 6.68%, but it is included in the list of changed holdings.
• Additionally, CARGURUS INC (CARG), a Consumer Cyclical holding, saw an increase of 27.26% but is listed under the changed_holdings section.

These changes reflect Goodnow Investment Group's dynamic investment strategy during Q2 2026.