GOODNOW INVESTMENT GROUP, LLC
Top Portfolio Positions
29 positions ·
$912,885,824 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CARG
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,851,083 | 171,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,557,006 | 170,978 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,502,070 | 174,646 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,006,057 | 179,446 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,288,726 | 181,556 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,638,441 | 181,676 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,547,021 | 184,716 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,544,755 | 135,296 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,169,022 | 137,306 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $800,179 | 33,120 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $581,839 | 33,210 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||