GOODNOW INVESTMENT GROUP, LLC
23 holdingsFiling period: 2026-06-30Current AUM: $971.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 3.40M | $224.0M | $227.7M | 23.44% | +2.68M | 2026-06-30 |
| 2 | CART | MAPLEBEAR INC | 1.48M | $69.9M | $69.1M | 7.12% | +92.4K | 2026-06-30 |
| 3 | CACC | CREDIT ACCEP CORP MICH | 106.1K | $67.6M | $63.7M | 6.56% | -10,240 | 2026-06-30 |
| 4 | GDDY | GODADDY INC | 762.5K | $64.7M | $78.1M | 8.04% | +17.3K | 2026-06-30 |
| 5 | EXPE | EXPEDIA GROUP INC | 250.4K | $64.1M | $73.4M | 7.56% | +32.6K | 2026-06-30 |
| 6 | W | WAYFAIR INC | 623.8K | $57.6M | $64.7M | 6.66% | -14,820 | 2026-06-30 |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC | 687.4K | $53.9M | $44.9M | 4.63% | +77.6K | 2026-06-30 |
| 8 | FOUR | SHIFT4 PMTS INC | 1.05M | $51.0M | $44.4M | 4.57% | +193.3K | 2026-06-30 |
| 9 | — | SHARKNINJA INC | 260.0K | $39.6M | $39.6M | 4.08% | +111.8K | 2026-06-30 |
| 10 | — | FTAI AVIATION LTD | 140.0K | $37.9M | $37.9M | 3.90% | +132.5K | 2026-06-30 |
| 11 | SUNB | SUNBELT RENTALS HOLDINGS INC | 410.9K | $30.7M | $29.5M | 3.04% | -323,054 | 2026-06-30 |
| 12 | GIL | GILDAN ACTIVEWEAR INC | 574.0K | $29.6M | $26.3M | 2.71% | +273.3K | 2026-06-30 |
| 13 | CNM | CORE & MAIN INC | 582.8K | $28.1M | $23.9M | 2.47% | -171,166 | 2026-06-30 |
| 14 | TDG | TRANSDIGM GROUP INC | 20.5K | $27.3M | $22.2M | 2.29% | +2.5K | 2026-06-30 |
| 15 | V | VISA INC | 70.0K | $24.0M | $26.3M | 2.71% | +26.3K | 2026-06-30 |
| 16 | IR | INGERSOLL RAND INC | 261.6K | $21.4M | $18.8M | 1.94% | -46,857 | 2026-06-30 |
| 17 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 75.1K | $19.8M | $25.7M | 2.65% | +29.8K | 2026-06-30 |
| 18 | APO | APOLLO GLOBAL MGMT INC | 118.5K | $14.0M | $15.0M | 1.55% | -138,910 | 2026-06-30 |
| 19 | — | TE CONNECTIVITY PLC | 56.8K | $11.5M | $11.5M | 1.18% | -- | 2026-06-30 |
| 20 | SPGI | S&P GLOBAL INC | 23.8K | $9.7M | $9.8M | 1.01% | -260 | 2026-06-30 |
| 21 | CARG | CARGURUS INC | 218.7K | $7.5M | $7.7M | 0.79% | +46.8K | 2026-06-30 |
| 22 | ICE | INTERCONTINENTAL EXCHANGE IN | 58.5K | $7.2M | $9.2M | 0.94% | -- | 2026-06-30 |
| 23 | QXO | QXO INC | 157.2K | $2.7M | $1.8M | 0.19% | +89.6K | 2026-06-30 |
← Scroll →