GOODNOW INVESTMENT GROUP, LLC
29 holdingsFiling period: 2026-03-31Current AUM: $975.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 724.4K | $227.7M | $225.9M | 23.15% | +14.3K | 2026-03-31 |
| 2 | GDDY | GODADDY INC | 745.2K | $61.6M | $61.7M | 6.32% | +3.5K | 2026-03-31 |
| 3 | CART | MAPLEBEAR INC | 1.38M | $51.8M | $61.7M | 6.32% | +5.9K | 2026-03-31 |
| 4 | EXPE | EXPEDIA GROUP INC | 217.8K | $50.3M | $64.2M | 6.58% | -45,319 | 2026-03-31 |
| 5 | CACC | CREDIT ACCEP CORP MICH | 116.4K | $49.3M | $66.2M | 6.79% | -420 | 2026-03-31 |
| 6 | W | WAYFAIR INC | 638.6K | $48.0M | $54.2M | 5.56% | +5.6K | 2026-03-31 |
| 7 | SUNB | SUNBELT RENTALS HOLDINGS INC | 733.9K | $47.8M | $52.8M | 5.41% | -- | 2026-03-31 |
| 8 | — | APTIV PLC | 678.9K | $47.1M | $47.1M | 4.83% | -73,440 | 2026-03-31 |
| 9 | SGI | SOMNIGROUP INTERNATIONAL INC | 609.8K | $45.1M | $39.8M | 4.08% | -30,070 | 2026-03-31 |
| 10 | FOUR | SHIFT4 PMTS INC | 854.2K | $37.4M | $45.3M | 4.64% | +3.0K | 2026-03-31 |
| 11 | CNM | CORE & MAIN INC | 754.0K | $37.2M | $33.2M | 3.40% | -6,860 | 2026-03-31 |
| 12 | APO | APOLLO GLOBAL MGMT INC | 257.4K | $28.7M | $32.3M | 3.31% | +1.6K | 2026-03-31 |
| 13 | DKS | DICKS SPORTING GOODS INC | 126.8K | $25.1M | $24.8M | 2.55% | -- | 2026-03-31 |
| 14 | IR | INGERSOLL RAND INC | 308.4K | $24.7M | $25.7M | 2.64% | -35,367 | 2026-03-31 |
| 15 | TDG | TRANSDIGM GROUP INC | 18.0K | $20.9M | $22.6M | 2.32% | +2.6K | 2026-03-31 |
| 16 | GIL | GILDAN ACTIVEWEAR INC | 300.7K | $16.7M | $16.7M | 1.71% | -43,180 | 2026-03-31 |
| 17 | — | SHARKNINJA INC | 148.2K | $15.7M | $15.7M | 1.61% | +620 | 2026-03-31 |
| 18 | V | VISA INC | 43.7K | $13.2M | $16.0M | 1.64% | -- | 2026-03-31 |
| 19 | SPGI | S&P GLOBAL INC | 24.1K | $10.2M | $9.9M | 1.02% | -- | 2026-03-31 |
| 20 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 45.3K | $9.5M | $13.3M | 1.36% | +15.8K | 2026-03-31 |
| 21 | IT | GARTNER INC | 59.4K | $9.4M | $9.0M | 0.92% | +11.0K | 2026-03-31 |
| 22 | COO | COOPER COS INC | 116.9K | $8.4M | $8.5M | 0.87% | -- | 2026-03-31 |
| 23 | VEEV | VEEVA SYS INC | 35.7K | $6.3M | $7.3M | 0.75% | -- | 2026-03-31 |
| 24 | CARG | CARGURUS INC | 171.8K | $5.9M | $6.2M | 0.64% | +860 | 2026-03-31 |
| 25 | KVYO | KLAVIYO INC | 293.1K | $5.7M | $5.2M | 0.54% | -81,490 | 2026-03-31 |
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