GOODNOW INVESTMENT GROUP, LLC

CIK

1362255

City

Darien

State / Country

Stock

CACC — Credit Acceptance Corp

Top Portfolio Positions

29 positions · $912,885,824 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CVNA	Carvana Co. Consumer Cyclical	724,441	$227,749,761	24.95%
GDDY	GoDaddy Inc. Technology	745,219	$61,607,254	6.75%
CART	Maplebear Inc. Consumer Cyclical	1,383,751	$51,835,312	5.68%
EXPE	Expedia Group, Inc. Consumer Cyclical	217,752	$50,276,759	5.51%
CACC	Credit Acceptance Corp Financial Services	116,371	$49,278,463	5.40%
W	Wayfair Inc. Consumer Cyclical	638,592	$48,028,504	5.26%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	733,943	$47,772,349	5.23%
APTV	Aptiv PLC Consumer Cyclical	678,923	$47,144,413	5.16%
SGI	Somnigroup International Inc. Consumer Cyclical	609,825	$45,078,264	4.94%
FOUR	Shift4 Payments, Inc. Technology	854,230	$37,355,477	4.09%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$49,278,463	116,371	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$51,792,136	116,791	-2.3%	Shares	Sole	2026-02-17
2025-09-30	$55,845,294	119,601	-11.0%	Shares	Sole	2025-11-14
2025-06-30	$68,422,052	134,311	0.0%	Shares	Sole	2025-08-14
2025-03-31	$69,351,484	134,311	+5.9%	Shares	Sole	2025-05-15
2024-12-31	$59,532,692	126,811	+61.5%	Shares	Sole	2025-02-14
2024-09-30	$34,808,913	78,501	-0.0%	Shares	Sole	2024-11-14
2024-06-30	$40,418,335	78,531	+6.2%	Shares	Sole	2024-08-14
2024-03-31	$40,776,643	73,931	-5.1%	Shares	Sole	2024-05-15
2023-12-31	$41,521,508	77,941	+17.0%	Shares	Sole	2024-02-14
2023-09-30	$30,658,255	66,631	+8.8%	Shares	Sole	2023-11-14
2023-06-30	$31,095,982	61,221	-0.3%	Shares	Sole	2023-08-14
2023-03-31	$26,773,292	61,401	+608.6%	Shares	Sole	2023-05-15
2022-12-31	$4,110,676	8,665	+110.6%	Shares	Sole	2023-02-14
2022-09-30	$1,801,932	4,114	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,947,608	4,114	-3.5%	Shares	Sole	2022-08-15
2022-03-31	$2,346,777	4,264	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$2,891,006	4,204	-93.5%	Shares	Sole	2022-02-14
2021-09-30	$37,616,645	64,269	-36.2%	Shares	Sole	2021-11-15
2021-06-30	$45,779,737	100,812	-11.3%	Shares	Sole	2021-08-16
2021-03-31	$40,963,194	113,714	+35.0%	Shares	Sole	2021-05-17
2020-12-31	$29,159,872	84,243	-34.4%	Shares	Sole	2021-02-12
2020-09-30	$43,488,148	128,420	-3.9%	Shares	Sole	2020-11-16
2020-06-30	$56,021,637	133,700	-6.7%	Shares	Sole	2020-08-14
2020-03-31	$36,629,893	143,259	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.