Goodnow Investment Group, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Goodnow Investment Group, LLC disclosed 23 US equity positions worth $963.7m in its Q2 2026 13F filing. The largest position was CVNA at 23.2% of the reported book, followed by CART and CACC. Against the Q1 2026 filing, it opened 2 new positions, added to 14 and reduced 7 among the top 23 holdings.
What did Goodnow Investment Group, LLC own in Q2 2026? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.