GOODNOW INVESTMENT GROUP, LLC

CIK

1362255

City

Darien

State / Country

Stock

GDDY — GoDaddy Inc.

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	$61,607,254	745,219	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$92,036,215	741,749	+1.7%	Shares	Sole	2026-02-17
2025-09-30	$99,760,563	729,084	+4.7%	Shares	Sole	2025-11-14
2025-06-30	$125,432,316	696,614	-0.6%	Shares	Sole	2025-08-14
2025-03-31	$126,257,243	700,884	-10.6%	Shares	Sole	2025-05-15
2024-12-31	$154,800,054	784,314	-7.4%	Shares	Sole	2025-02-14
2024-09-30	$132,761,931	846,804	-6.8%	Shares	Sole	2024-11-14
2024-06-30	$126,913,122	908,404	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$109,733,189	924,614	-1.1%	Shares	Sole	2024-05-15
2023-12-31	$99,282,318	935,214	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$69,807,422	937,264	+8.1%	Shares	Sole	2023-11-14
2023-06-30	$65,160,549	867,304	-0.8%	Shares	Sole	2023-08-14
2023-03-31	$67,934,585	874,094	+0.6%	Shares	Sole	2023-05-15
2022-12-31	$64,982,217	868,514	-3.0%	Shares	Sole	2023-02-14
2022-09-30	$63,474,032	895,514	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$61,743,821	887,634	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$74,725,183	892,774	+1.7%	Shares	Sole	2022-05-16
2021-12-31	$74,523,542	878,194	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$61,443,616	881,544	+2.6%	Shares	Sole	2021-11-15
2021-06-30	$74,716,379	859,204	+0.4%	Shares	Sole	2021-08-16
2021-03-31	$66,413,534	855,624	+11.4%	Shares	Sole	2021-05-17
2020-12-31	$63,704,272	767,984	+14.3%	Shares	Sole	2021-02-12
2020-09-30	$51,053,663	672,024	+81.5%	Shares	Sole	2020-11-16
2020-06-30	$27,151,165	370,260	-0.6%	Shares	Sole	2020-08-14
2020-03-31	$21,278,614	372,590	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.