Goodnow Investment Group, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Goodnow Investment Group, LLC disclosed 29 US equity positions worth $912.9m in its Q1 2026 13F filing. The largest position was CVNA at 24.9% of the reported book, followed by GDDY and CART.
What did Goodnow Investment Group, LLC own in Q1 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 24.9% | $227.7m | 724,441 | – | |
| 2 | GDDY GODADDY INC | Technology | 6.7% | $61.6m | 745,219 | – | |
| 3 | CART MAPLEBEAR INC | Consumer Cyclical | 5.7% | $51.8m | 1,383,751 | – | |
| 4 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 5.5% | $50.3m | 217,752 | – | |
| 5 | CACC CREDIT ACCEP CORP MICH | Financial Services | 5.4% | $49.3m | 116,371 | – | |
| 6 | W WAYFAIR INC | Consumer Cyclical | 5.3% | $48.0m | 638,592 | – | |
| 7 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 5.2% | $47.8m | 733,943 | – | |
| 8 | APTV APTIV PLC | Consumer Cyclical | 5.2% | $47.1m | 678,923 | – | |
| 9 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 4.9% | $45.1m | 609,825 | – | |
| 10 | FOUR SHIFT4 PMTS INC | Technology | 4.1% | $37.4m | 854,230 | – | |
| 11 | CNM CORE & MAIN INC | Industrials | 4.1% | $37.2m | 753,979 | – | |
| 12 | APO APOLLO GLOBAL MGMT INC | Financial Services | 3.1% | $28.7m | 257,371 | – | |
| 13 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 2.8% | $25.1m | 126,770 | – | |
| 14 | IR INGERSOLL RAND INC | Industrials | 2.7% | $24.7m | 308,411 | – | |
| 15 | TDG TRANSDIGM GROUP INC | Industrials | 2.3% | $20.9m | 18,012 | – | |
| 16 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 1.8% | $16.7m | 300,747 | – | |
| 17 | SN SHARKNINJA INC | Consumer Cyclical | 1.7% | $15.7m | 148,163 | – | |
| 18 | V VISA INC | Financial Services | 1.4% | $13.2m | 43,660 | – | |
| 19 | SPGI S&P GLOBAL INC | Financial Services | 1.1% | $10.2m | 24,090 | – | |
| 20 | ZBRA ZEBRA TECHNOLOGIES CORPORATI | Technology | 1.0% | $9.5m | 45,299 | – | |
| 21 | IT GARTNER INC | Technology | 1.0% | $9.4m | 59,383 | – | |
| 22 | COO COOPER COS INC | Healthcare | 0.9% | $8.4m | 116,940 | – | |
| 23 | VEEV VEEVA SYS INC | Healthcare | 0.7% | $6.3m | 35,700 | – | |
| 24 | CARG CARGURUS INC | Communication Services | 0.6% | $5.9m | 171,838 | – | |
| 25 | KVYO KLAVIYO INC | Technology | 0.6% | $5.7m | 293,059 | – | |
| 26 | U UNITY SOFTWARE INC | Technology | 0.4% | $3.4m | 154,460 | – | |
| 27 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.3% | $2.6m | 122,360 | – | |
| 28 | FTAI AVIATION LTD | 0.2% | $1.8m | 7,500 | – | ||
| 29 | QXO QXO INC | Industrials | 0.1% | $1.3m | 67,610 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.