§ 13F · FUND PROFILE
GOODNOW INVESTMENT GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.0B (13F)Positions · 23Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$119M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 724K | $228M | 24.9% | +2% |
| 2 | GDDY | GODADDY INC | 745K | $62M | 6.7% | ±0% |
| 3 | CART | MAPLEBEAR INC | 1.38M | $52M | 5.7% | ±0% |
| 4 | EXPE | EXPEDIA GROUP INC | 218K | $50M | 5.5% | −17% |
| 5 | CACC | CREDIT ACCEP CORP MICH | 116K | $49M | 5.4% | ±0% |
| 6 | W | WAYFAIR INC | 639K | $48M | 5.3% | +1% |
| 7 | SUNB | SUNBELT RENTALS HOLDINGS INC | 734K | $48M | 5.2% | NEW |
| 8 | APTV | APTIV PLC | 679K | $47M | 5.2% | −10% |
| 9 | SGI | SOMNIGROUP INTERNATIONAL INC | 610K | $45M | 4.9% | −5% |
| 10 | FOUR | SHIFT4 PMTS INC | 854K | $37M | 4.1% | ±0% |
§ 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 $1.0 billion in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed