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Goodnow Investment Group, LLC

CIK 1362255 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Goodnow Investment Group, LLC reported 23 US-listed holdings worth $963.7 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Carvana Co. (23.2%), Maplebear Inc. (7.3%) and Credit Acceptance Corp. (7.0%). Against the quarter before, it opened 2 positions, added to 13, trimmed 8 and sold out of 8.

Reported holdings$963.7M+5.6% on Q1 2026
Positions23-6 on Q1 2026
The largest ten75.8%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
CVNA23.2%CART7.3%CACC7.0%GDDY6.7%EXPE6.6%W6.0%SGI5.6%FOUR5.3%SN4.1%FTAI3.9%SUNB3.2%GIL3.1%CNM2.9%TDG2.8%9 more12.2%

The 14 largest of its 23 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $942.9 million in 24 positions$943MQ3 24Q4 2024: $1.02 billion in 27 positions$1.02BQ4 24Q1 2025: $927.5 million in 23 positions$928MQ1 25Q2 2025: $1.07 billion in 24 positions$1.07BQ2 25Q3 2025: $1.04 billion in 23 positions$1.04BQ3 25Q4 2025: $1.07 billion in 22 positions$1.07BQ4 25Q1 2026: $912.9 million in 29 positions$913MQ1 26Q2 2026: $963.7 million in 23 positions$964MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +14.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +14.4%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 2Added 13Trimmed 8Sold out 8
Opened: 2Added: 13Trimmed: 8Sold out: 8

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 2

  1. TE Connectivity plc TEL$11.5 million
  2. Intercontinental Exchange, Inc. ICE$7.2 million

Added to 13

  1. Ftai Aviation Ltd FTAI+132,460 shares · +1766%
  2. SharkNinja, Inc. SN+111,850 shares · +75%
  3. Gildan Activewear Inc. GIL+273,260 shares · +91%
  4. SHIFT4 Pmts Inc. FOUR+193,300 shares · +23%
  5. Visa Inc. V+26,330 shares · +60%
  6. Expedia Group, Inc. EXPE+32,620 shares · +15%
  7. Zebra Technologies Corp. ZBRA+29,780 shares · +66%
  8. Somnigroup International Inc. SGI+77,600 shares · +13%

and 5 more in the table below

Trimmed 8

  1. Sunbelt Rentals Holdings Inc. SUNB-323,054 shares · -44%
  2. Apollo Global Management, Inc. APO-138,910 shares · -54%
  3. Carvana Co. CVNA-219,020 shares · -6%
  4. Core & Main, Inc. CNM-171,166 shares · -23%
  5. Credit Acceptance Corp. CACC-10,240 shares · -9%
  6. Ingersoll Rand Inc. IR-46,857 shares · -15%
  7. Wayfair Inc. W-14,820 shares · -2%
  8. S&P Global Inc. SPGI-260 shares · -1%

Sold out of 8

  1. Aptiv plc APTV$47.1 million last quarter
  2. Dick's Sporting Goods, Inc. DKS$25.1 million last quarter
  3. Gartner Inc. IT$9.4 million last quarter
  4. Cooper Companies, Inc. COO$8.4 million last quarter
  5. Veeva Systems Inc. VEEV$6.3 million last quarter
  6. Klaviyo Inc. KVYO$5.7 million last quarter
  7. Unity Software Inc. U$3.4 million last quarter
  8. Draftkings Inc. New DKNG$2.6 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Carvana Co. CVNA3.4M$224.0 million23.24%-219.0K
Maplebear Inc. CART1.5M$69.9 million7.25%+92.4K
Credit Acceptance Corp. CACC106.1K$67.6 million7.01%-10.2K
GoDaddy Inc. GDDY762.5K$64.7 million6.72%+17.2K
Expedia Group, Inc. EXPE250.4K$64.1 million6.65%+32.6K
Wayfair Inc. W623.8K$57.6 million5.98%-14.8K
Somnigroup International Inc. SGI687.4K$53.9 million5.59%+77.6K
SHIFT4 Pmts Inc. FOUR1.0M$51.0 million5.29%+193.3K
SharkNinja, Inc. SN260.0K$39.6 million4.11%+111.8K
Ftai Aviation Ltd FTAI140.0K$37.9 million3.93%+132.5K
Sunbelt Rentals Holdings Inc. SUNB410.9K$30.7 million3.19%-323.1K
Gildan Activewear Inc. GIL574.0K$29.6 million3.07%+273.3K
Core & Main, Inc. CNM582.8K$28.1 million2.92%-171.2K
TransDigm Group Inc. TDG20.5K$27.3 million2.83%+2.5K
Visa Inc. V70.0K$24.0 million2.49%+26.3K
Ingersoll Rand Inc. IR261.6K$21.4 million2.23%-46.9K
Zebra Technologies Corp. ZBRA75.1K$19.8 million2.05%+29.8K
Apollo Global Management, Inc. APO118.5K$14.0 million1.45%-138.9K
TE Connectivity plc TEL56.8K$11.5 million1.19%new
S&P Global Inc. SPGI23.8K$9.7 million1.01%-260
CarGurus, Inc. CARG218.7K$7.5 million0.77%+46.8K
Intercontinental Exchange, Inc. ICE58.5K$7.2 million0.75%new
Qxo Inc. QXO157.2K$2.7 million0.28%+89.6K
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.