Goodnow Investment Group, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1362255) · Explore on the interactive board
Goodnow Investment Group, LLC disclosed 23 US equity positions worth $963.7m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is CVNA at 23.2% of the reported book, followed by CART, CACC. The top ten holdings are 75.8% of the book, and the portfolio behaves like about 11 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 14, reduced 7 and exited 8. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Goodnow Investment Group, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 14 added, 7 reduced, 8 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 23.2% | $224.0m | 3,403,185 | 370% | added |
| 2 | CART MAPLEBEAR INC | Consumer Cyclical | 7.3% | $69.9m | 1,476,191 | 7% | added |
| 3 | CACC CREDIT ACCEP CORP MICH | Financial Services | 7.0% | $67.6m | 106,131 | -9% | reduced |
| 4 | GDDY GODADDY INC | Technology | 6.7% | $64.7m | 762,469 | 2% | added |
| 5 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 6.6% | $64.1m | 250,372 | 15% | added |
| 6 | W WAYFAIR INC | Consumer Cyclical | 6.0% | $57.6m | 623,772 | -2% | reduced |
| 7 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 5.6% | $53.9m | 687,425 | 13% | added |
| 8 | FOUR SHIFT4 PMTS INC | Technology | 5.3% | $51.0m | 1,047,530 | 23% | added |
| 9 | SN SHARKNINJA INC | Consumer Cyclical | 4.1% | $39.6m | 260,013 | 75% | added |
| 10 | FTAI AVIATION LTD | 3.9% | $37.9m | 139,960 | 1766% | added | |
| 11 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 3.2% | $30.7m | 410,889 | -44% | reduced |
| 12 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 3.1% | $29.6m | 574,007 | 91% | added |
| 13 | CNM CORE & MAIN INC | Industrials | 2.9% | $28.1m | 582,813 | -23% | reduced |
| 14 | TDG TRANSDIGM GROUP INC | Industrials | 2.8% | $27.3m | 20,482 | 14% | added |
| 15 | V VISA INC | Financial Services | 2.5% | $24.0m | 69,990 | 60% | added |
| 16 | IR INGERSOLL RAND INC | Industrials | 2.2% | $21.4m | 261,554 | -15% | reduced |
| 17 | ZBRA ZEBRA TECHNOLOGIES CORPORATI | Technology | 2.1% | $19.8m | 75,079 | 66% | added |
| 18 | APO APOLLO GLOBAL MGMT INC | Financial Services | 1.5% | $14.0m | 118,461 | -54% | reduced |
| 19 | TEL TE CONNECTIVITY PLC | Technology | 1.2% | $11.5m | 56,800 | – | new |
| 20 | SPGI S&P GLOBAL INC | Financial Services | 1.0% | $9.7m | 23,830 | -1% | reduced |
| 21 | CARG CARGURUS INC | Communication Services | 0.8% | $7.5m | 218,678 | 27% | added |
| 22 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 0.7% | $7.2m | 58,450 | – | new |
| 23 | QXO QXO INC | Industrials | 0.3% | $2.7m | 157,180 | 132% | added |
What did Goodnow Investment Group, LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| APTV APTIV PLC | 43.6% | $47.1m |
| DKS DICKS SPORTING GOODS INC | 23.3% | $25.1m |
| IT GARTNER INC | 8.7% | $9.4m |
| COO COOPER COS INC | 7.7% | $8.4m |
| VEEV VEEVA SYS INC | 5.8% | $6.3m |
| KVYO KLAVIYO INC | 5.3% | $5.7m |
| U UNITY SOFTWARE INC | 3.1% | $3.4m |
| DKNG DRAFTKINGS INC NEW | 2.4% | $2.6m |
Sector mix
| Sector | Weight |
|---|---|
| Consumer Cyclical | 55.9% |
| Technology | 15.2% |
| Financial Services | 12.7% |
| Industrials | 11.4% |
| Communication Services | 0.8% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Goodnow Investment Group, LLC's portfolio?
Across every quarter Goodnow Investment Group, LLC has filed, its median largest position is 24.1% of the book and its median top-ten weight is 74.4%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 8.0 completed holding spells, the median lasted 1.0 quarters; 23.0 positions are still open and their final length is unknown.