Goodnow Investment Group, LLC reported 23 positions worth $963.73M for the quarter ended Jun 30, 2026, up 5.6% on the prior quarter. It opened 2 new positions, added to 13, trimmed 8 and exited 8. Its largest holding is Carvana Co. at 23.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FTAI FTAI Aviation Ltd. | +132.5K | +1,766.1% | $35.83M | 3.93% |
| SN SharkNinja, Inc. | +111.9K | +75.5% | $17.03M | 4.11% |
| GIL Gildan Activewear Inc. | +273.3K | +90.9% | $14.10M | 3.07% |
| TEL TE Connectivity plc | +56.8K | – | $11.45M | 1.19% |
| FOUR Shift4 Payments, Inc. | +193.3K | +22.6% | $9.40M | 5.29% |
| V Visa Inc. | +26.3K | +60.3% | $9.03M | 2.49% |
| EXPE Expedia Group, Inc. | +32.6K | +15.0% | $8.35M | 6.65% |
| ZBRA Zebra Technologies Corp | +29.8K | +65.7% | $7.84M | 2.05% |
| ICE Intercontinental Exchange, Inc. | +58.5K | – | $7.20M | 0.747% |
| SGI Somnigroup International Inc. | +77.6K | +12.7% | $6.08M | 5.59% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APTV Aptiv PLC | -678.9K | -100.0% | $47.14M | Exited |
| DKS Dick'S Sporting Goods, Inc. | -126.8K | -100.0% | $25.14M | Exited |
| SUNB Sunbelt Rentals Holdings, Inc. | -323.1K | -44.0% | $24.17M | 3.19% |
| APO Apollo Global Management, Inc. | -138.9K | -54.0% | $16.43M | 1.45% |
| CVNA Carvana Co. | -219.0K | -6.0% | $14.42M | 23.24% |
| IT Gartner Inc | -59.4K | -100.0% | $9.40M | Exited |
| COO Cooper Companies, Inc. | -116.9K | -100.0% | $8.36M | Exited |
| CNM Core & Main, Inc. | -171.2K | -22.7% | $8.26M | 2.92% |
| CACC Credit Acceptance Corp | -10.2K | -8.8% | $6.52M | 7.01% |
| VEEV Veeva Systems Inc | -35.7K | -100.0% | $6.27M | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| APTV Aptiv PLC | -678.9K | $47.14M | 5.16% |
| DKS Dick'S Sporting Goods, Inc. | -126.8K | $25.14M | 2.75% |
| IT Gartner Inc | -59.4K | $9.40M | 1.03% |
| COO Cooper Companies, Inc. | -116.9K | $8.36M | 0.916% |
| VEEV Veeva Systems Inc | -35.7K | $6.27M | 0.687% |
| KVYO Klaviyo, Inc. | -293.1K | $5.70M | 0.625% |
| U Unity Software Inc. | -154.5K | $3.39M | 0.371% |
| DKNG DraftKings Inc. | -122.4K | $2.65M | 0.29% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA Carvana Co. | Consumer Discretionary | 3.40M | $224.00M | 23.24% | -219.0K | -6.0% | Reduced | 0.31% |
| 2 | CART Maplebear Inc. | Technology | 1.48M | $69.90M | 7.25% | +92.4K | +6.7% | Added | 0.63% |
| 3 | CACC Credit Acceptance Corp | Financial Services | 106.1K | $67.58M | 7.01% | -10.2K | -8.8% | Reduced | 1.01% |
| 4 | GDDY GoDaddy Inc. | Technology | 762.5K | $64.72M | 6.72% | +17.3K | +2.3% | Added | 0.58% |
| 5 | EXPE Expedia Group, Inc. | Technology | 250.4K | $64.07M | 6.65% | +32.6K | +15.0% | Added | 0.21% |
| 6 | W Wayfair Inc. | Consumer Discretionary | 623.8K | $57.65M | 5.98% | -14.8K | -2.3% | Reduced | 0.46% |
| 7 | SGI Somnigroup International Inc. | Consumer Discretionary | 687.4K | $53.89M | 5.59% | +77.6K | +12.7% | Added | 0.33% |
| 8 | FOUR Shift4 Payments, Inc. | Technology | 1.05M | $50.95M | 5.29% | +193.3K | +22.6% | Added | 1.33% |
| 9 | SN SharkNinja, Inc. | Consumer Discretionary | 260.0K | $39.59M | 4.11% | +111.9K | +75.5% | Added | 0.18% |
| 10 | FTAI FTAI Aviation Ltd. | Industrials | 140.0K | $37.86M | 3.93% | +132.5K | +1,766.1% | Added | 0.14% |
| 11 | SUNB Sunbelt Rentals Holdings, Inc. | Industrials | 410.9K | $30.74M | 3.19% | -323.1K | -44.0% | Reduced | 0.1% |
| 12 | GIL Gildan Activewear Inc. | Consumer Discretionary | 574.0K | $29.62M | 3.07% | +273.3K | +90.9% | Added | 0.36% |
| 13 | CNM Core & Main, Inc. | Industrials | 582.8K | $28.12M | 2.92% | -171.2K | -22.7% | Reduced | 0.31% |
| 14 | TDG TransDigm Group INC | Industrials | 20.5K | $27.28M | 2.83% | +2,470 | +13.7% | Added | 0.04% |
| 15 | V Visa Inc. | Financial Services | 70.0K | $24.01M | 2.49% | +26.3K | +60.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Goodnow Investment.
As of its Q2 2026 13F filing, Goodnow Investment Group, LLC’s five largest positions were Carvana Co. (CVNA) at 23.2%, Maplebear Inc. (CART) at 7.3%, Credit Acceptance Corp (CACC) at 7.0%, GoDaddy Inc. (GDDY) at 6.7%, Expedia Group, Inc. (EXPE) at 6.6% of the reported portfolio.
Goodnow Investment Group, LLC reported a 13F portfolio worth $963.73M across 23 positions for Q2 2026. That is up 5.6% from the previous quarter.
Its largest purchases by value were FTAI Aviation Ltd. ($35.83M), SharkNinja, Inc. ($17.03M), Gildan Activewear Inc. ($14.10M). It opened 2 new positions.
Its largest sales by value were Aptiv PLC ($47.14M), Dick'S Sporting Goods, Inc. ($25.14M), Sunbelt Rentals Holdings, Inc. ($24.17M). It exited 8 positions entirely.
From the Form 13F-HR reports Goodnow Investment Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.