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 W
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,028,504 | 638,592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $63,554,710 | 632,952 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $58,033,055 | 649,648 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,563,889 | 675,868 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,153,899 | 566,778 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,939,661 | 562,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,905,043 | 443,308 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,461,243 | 388,038 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,580,569 | 362,118 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,041,584 | 357,238 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,001,293 | 313,708 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,206,928 | 310,828 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,215,757 | 268,368 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,100,515 | 155,078 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,535,323 | 200,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,742,404 | 200,698 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,893,573 | 206,658 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $47,507,317 | 250,078 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $82,241,003 | 321,870 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $97,861,260 | 309,972 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $107,055,288 | 340,128 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $75,232,666 | 333,168 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $65,458,334 | 224,935 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $60,594,735 | 306,638 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $16,883,726 | 315,938 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||