# GOODNOW INVESTMENT GROUP, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1362255. Source: https://holderbook.com/funds/1362255-goodnow-investment-group-llc/

- Reported value: $963.7M
- Positions: 23
- Weight of the ten largest: 75.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $224.0M | 3,403,185 | 23.2% | 31 |
| MAPLEBEAR INC | [CART](https://holderbook.com/stocks/CART/) | $69.9M | 1,476,191 | 7.3% | 5 |
| CREDIT ACCEP CORP MICH | [CACC](https://holderbook.com/stocks/CACC/) | $67.6M | 106,131 | 7.0% | 31 |
| GODADDY INC | [GDDY](https://holderbook.com/stocks/GDDY/) | $64.7M | 762,469 | 6.7% | 28 |
| EXPEDIA GROUP INC | [EXPE](https://holderbook.com/stocks/EXPE/) | $64.1M | 250,372 | 6.6% | 10 |
| WAYFAIR INC | [W](https://holderbook.com/stocks/W/) | $57.6M | 623,772 | 6.0% | 31 |
| SOMNIGROUP INTERNATIONAL INC | [SGI](https://holderbook.com/stocks/SGI/) | $53.9M | 687,425 | 5.6% | 12 |
| SHIFT4 PMTS INC | [FOUR](https://holderbook.com/stocks/FOUR/) | $51.0M | 1,047,530 | 5.3% | 10 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $39.6M | 260,013 | 4.1% | 3 |
| FTAI AVIATION LTD | [FTAI](https://holderbook.com/stocks/FTAI/) | $37.9M | 139,960 | 3.9% | 2 |
| SUNBELT RENTALS HOLDINGS INC | [SUNB](https://holderbook.com/stocks/SUNB/) | $30.7M | 410,889 | 3.2% | 2 |
| GILDAN ACTIVEWEAR INC | [GIL](https://holderbook.com/stocks/GIL/) | $29.6M | 574,007 | 3.1% | 12 |
| CORE & MAIN INC | [CNM](https://holderbook.com/stocks/CNM/) | $28.1M | 582,813 | 2.9% | 7 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $27.3M | 20,482 | 2.8% | 30 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $24.0M | 69,990 | 2.5% | 2 |
| INGERSOLL RAND INC | [IR](https://holderbook.com/stocks/IR/) | $21.4M | 261,554 | 2.2% | 26 |
| ZEBRA TECHNOLOGIES CORPORATI | [ZBRA](https://holderbook.com/stocks/ZBRA/) | $19.8M | 75,079 | 2.1% | 3 |
| APOLLO GLOBAL MGMT INC | [APO](https://holderbook.com/stocks/APO/) | $14.0M | 118,461 | 1.5% | 14 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $11.5M | 56,800 | 1.2% | 1 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $9.7M | 23,830 | 1.0% | 2 |
| CARGURUS INC | [CARG](https://holderbook.com/stocks/CARG/) | $7.5M | 218,678 | 0.8% | 12 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $7.2M | 58,450 | 0.7% | 1 |
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $2.7M | 157,180 | 0.3% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.1% | +14.8% | -4.7% | 100% |
| Q1 2026 | -20.6% | -4.6% | -15.9% | 100% |
| Q4 2025 | +3.3% | +2.4% | +0.9% | 100% |
| Q3 2025 | +3.6% | +7.8% | -4.2% | 100% |
| Q2 2025 | +20.0% | +10.5% | +9.5% | 100% |
| Q1 2025 | -7.2% | -4.6% | -2.6% | 100% |
| Q4 2024 | +9.7% | +2.1% | +7.6% | 100% |
| Q3 2024 | +13.4% | +5.4% | +8.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $963.7M | 23 |
| Q1 2026 | $912.9M | 29 |
| Q4 2025 | $1.1B | 22 |
| Q3 2025 | $1.0B | 23 |
| Q2 2025 | $1.1B | 24 |
| Q1 2025 | $927.5M | 23 |
| Q4 2024 | $1.0B | 27 |
| Q3 2024 | $942.9M | 24 |
| Q2 2024 | $864.1M | 23 |
| Q1 2024 | $833.1M | 26 |
| Q4 2023 | $711.5M | 25 |
| Q3 2023 | $593.6M | 22 |