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 KVYO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,702,928 | 293,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,161,606 | 374,549 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,642,651 | 384,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,419,812 | 161,400 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||