Q1 2026 · 13F-HR
GOODNOW INVESTMENT GROUP, LLCholdings as filed
Filed 2026-05-15 · accession 0000919574-26-003156
$912.9M
Reported value
29
Positions
2026-03-31
Period end
The Brief · GOODNOW INVESTMENT GROUP, LLC · Q1 2026
AI · grounded in 13F
GOODNOW INVESTMENT GROUP, LLC exited its position in PYPL, reducing its exposure by $39.3M. The fund established a new position in SUNB worth $47.8M and added DKS with a $25.1M investment. Other notable activity includes closing its position in YELP for $19.4M and initiating a new stake in V totaling $13.2M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $227.7M | 24.9% | 724,441 | Common | SOLE |
| 380237107 | GDDY | GODADDY INC | $61.6M | 6.75% | 745,219 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $51.8M | 5.68% | 1,383,751 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $50.3M | 5.51% | 217,752 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $49.3M | 5.40% | 116,371 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $48.0M | 5.26% | 638,592 | Common | SOLE |
| 866966104 | SUNB | SUNBELT RENTALS HOLDINGS INC | $47.8M | 5.23% | 733,943 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $47.1M | 5.16% | 678,923 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $45.1M | 4.94% | 609,825 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $37.4M | 4.09% | 854,230 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $37.2M | 4.08% | 753,979 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $28.7M | 3.14% | 257,371 | Common | SOLE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $25.1M | 2.75% | 126,770 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $24.7M | 2.71% | 308,411 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $20.9M | 2.29% | 18,012 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $16.7M | 1.83% | 300,747 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $15.7M | 1.72% | 148,163 | Common | SOLE |
| 92826C839 | V | VISA INC | $13.2M | 1.45% | 43,660 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $10.2M | 1.12% | 24,090 | Common | SOLE |
| 989207105 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $9.5M | 1.04% | 45,299 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $9.4M | 1.03% | 59,383 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $8.4M | 0.92% | 116,940 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $6.3M | 0.69% | 35,700 | Common | SOLE |
| 141788109 | CARG | CARGURUS INC | $5.9M | 0.64% | 171,838 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $5.7M | 0.62% | 293,059 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $3.4M | 0.37% | 154,460 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $2.6M | 0.29% | 122,360 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $1.8M | 0.20% | 7,500 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $1.3M | 0.14% | 67,610 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.