§ 13F · FUND PROFILE
GOODNOW INVESTMENT GROUP, LLC.
AUM · $964M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 3.40M | $224M | 23.2% | +370% |
| 2 | CART | MAPLEBEAR INC | 1.48M | $70M | 7.3% | +7% |
| 3 | CACC | CREDIT ACCEP CORP MICH | 106K | $68M | 7.0% | −9% |
| 4 | GDDY | GODADDY INC | 762K | $65M | 6.7% | +2% |
| 5 | EXPE | EXPEDIA GROUP INC | 250K | $64M | 6.6% | +15% |
| 6 | W | WAYFAIR INC | 624K | $58M | 6.0% | −2% |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC | 687K | $54M | 5.6% | +13% |
| 8 | FOUR | SHIFT4 PMTS INC | 1.05M | $51M | 5.3% | +23% |
| 9 | SN | SHARKNINJA INC | 260K | $40M | 4.1% | +75% |
| 10 | FTAI | FTAI AVIATION LTD | 140K | $38M | 3.9% | +1766% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOODNOW SIGNAL
AC read
GOODNOW INVESTMENT GROUP, LLC is a Other fund managing $964 million in assets. The fund runs a focused portfolio of just 23 positions.
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