§ 13F · FUND PROFILE
GOODNOW INVESTMENT GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1044.8T (13F)Positions · 23Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 710K | $299.7T | 28.0% | +9% |
| 2 | GDDY | GODADDY INC | 742K | $92.0T | 8.6% | +2% |
| 3 | EXPE | EXPEDIA GROUP INC | 263K | $74.5T | 7.0% | −24% |
| 4 | W | WAYFAIR INC | 633K | $63.6T | 5.9% | −3% |
| 5 | CART | MAPLEBEAR INC | 1.38M | $62.0T | 5.8% | +11% |
| 6 | APTV | APTIV PLC | 752K | $57.2T | 5.3% | −2% |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC | 640K | $57.1T | 5.3% | −2% |
| 8 | FOUR | SHIFT4 PMTS INC | 851K | $53.6T | 5.0% | −2% |
| 9 | CACC | CREDIT ACCEP CORP MICH | 117K | $51.8T | 4.8% | −2% |
| 10 | CNM | CORE & MAIN INC | 761K | $39.5T | 3.7% | +18% |
§ 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 $1044827.2 trillion in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed