Universe · entity
GOODNOW INVESTMENT GROUP, LLC
Institutional manager (13F) · CIK 1362255
13F holdings · as of 2026-03-31 · top 29 · reported portfolio $913M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CARVANA CO | $228M | 724,441 |
| 2 | GODADDY INC | $62M | 745,219 |
| 3 | MAPLEBEAR INC | $52M | 1,383,751 |
| 4 | EXPEDIA GROUP INC | $50M | 217,752 |
| 5 | CREDIT ACCEP CORP MICH | $49M | 116,371 |
| 6 | WAYFAIR INC | $48M | 638,592 |
| 7 | SUNBELT RENTALS HOLDINGS INC | $48M | 733,943 |
| 8 | APTIV PLC | $47M | 678,923 |
| 9 | SOMNIGROUP INTERNATIONAL INC | $45M | 609,825 |
| 10 | SHIFT4 PMTS INC | $37M | 854,230 |
| 11 | CORE & MAIN INC | $37M | 753,979 |
| 12 | APOLLO GLOBAL MGMT INC | $29M | 257,371 |
| 13 | DICKS SPORTING GOODS INC | $25M | 126,770 |
| 14 | INGERSOLL RAND INC | $25M | 308,411 |
| 15 | TRANSDIGM GROUP INC | $21M | 18,012 |
| 16 | GILDAN ACTIVEWEAR INC | $17M | 300,747 |
| 17 | SHARKNINJA INC | $16M | 148,163 |
| 18 | VISA INC | $13M | 43,660 |
| 19 | S&P GLOBAL INC | $10M | 24,090 |
| 20 | ZEBRA TECHNOLOGIES CORPORATI | $9M | 45,299 |
| 21 | GARTNER INC | $9M | 59,383 |
| 22 | COOPER COS INC | $8M | 116,940 |
| 23 | VEEVA SYS INC | $6M | 35,700 |
| 24 | CARGURUS INC | $6M | 171,838 |
| 25 | KLAVIYO INC | $6M | 293,059 |
| 26 | UNITY SOFTWARE INC | $3M | 154,460 |
| 27 | DRAFTKINGS INC NEW | $3M | 122,360 |
| 28 | FTAI AVIATION LTD | $2M | 7,500 |
| 29 | QXO INC | $1M | 67,610 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.