Goodnow Investment Group, LLC Top Holdings and 13F Report (2026) About Goodnow Investment Group, LLCInvestment ActivityGoodnow Investment Group, LLC has $963.73 million in total holdings as of June 30, 2026.Goodnow Investment Group, LLC owns shares of 23 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 32.68% of the portfolio was purchased this quarter.About 17.51% of the portfolio was sold this quarter.This quarter, Goodnow Investment Group, LLC has purchased 29 new stocks and bought additional shares in 14 stocks.Goodnow Investment Group, LLC sold shares of 7 stocks and completely divested from 8 stocks this quarter.Largest Holdings Carvana $223,997,637MAPLEBEAR INC $69,897,644Credit Acceptance $67,577,853GoDaddy $64,718,369Expedia Group $64,065,187 Largest New Holdings this Quarter G87052109 - TE CONNECTIVITY PLC $11,451,448 Holding45866F104 - Intercontinental Exchange $7,195,780 Holding Largest Purchases this Quarter Carvana 2,678,744 shares (about $176.31M)FTAI AVIATION LTD 132,460 shares (about $35.83M)SharkNinja 111,850 shares (about $17.03M)Gildan Activewear 273,260 shares (about $14.10M)TE CONNECTIVITY PLC 56,800 shares (about $11.45M) Largest Sales this Quarter SUNBELT RENTALS HOLDINGS INC 323,054 shares (about $24.17M)Apollo Global Management 138,910 shares (about $16.43M)Core & Main 171,166 shares (about $8.26M)Credit Acceptance 10,240 shares (about $6.52M)Ingersoll Rand 46,857 shares (about $3.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoodnow Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVNACarvana$223,997,637$176,314,930 â–²369.8%3,403,18523.2%Consumer DiscretionaryMAPLEBEAR INC$69,897,644$4,377,034 â–²6.7%1,476,1917.3%COMCACCCredit Acceptance$67,577,853$6,520,218 â–¼-8.8%106,1317.0%FinanceGDDYGoDaddy$64,718,369$1,464,180 â–²2.3%762,4696.7%TechnologyEXPEExpedia Group$64,065,187$8,346,806 â–²15.0%250,3726.6%Consumer DiscretionaryWWayfair$57,649,008$1,369,664 â–¼-2.3%623,7726.0%Consumer DiscretionarySOMNIGROUP INTERNATIONAL INC$53,894,120$6,083,840 â–²12.7%687,4255.6%COMFOURShift4 Payments$50,951,859$9,402,112 â–²22.6%1,047,5305.3%FinanceSNSharkNinja$39,592,180$17,031,400 â–²75.5%260,0134.1%Consumer DiscretionaryFTAI AVIATION LTD$37,863,379$35,834,404 â–²1,766.1%139,9603.9%SHSSUNBELT RENTALS HOLDINGS INC$30,738,606$24,167,670 â–¼-44.0%410,8893.2%SHSGILGildan Activewear$29,618,761$14,100,216 â–²90.9%574,0073.1%Consumer DiscretionaryCNMCore & Main$28,120,727$8,258,759 â–¼-22.7%582,8132.9%IndustrialsTDGTransdigm Group$27,282,843$3,290,139 â–²13.7%20,4822.8%IndustrialsVVisa$24,012,869$9,033,560 â–²60.3%69,9902.5%FinanceIRIngersoll Rand$21,444,812$3,841,805 â–¼-15.2%261,5542.2%IndustrialsZBRAZebra Technologies$19,765,298$7,839,883 â–²65.7%75,0792.1%TechnologyAPOApollo Global Management$14,015,121$16,434,442 â–¼-54.0%118,4611.5%FinanceTE CONNECTIVITY PLC$11,451,448$11,451,448 â–²New Holding56,8001.2%ORD SHSSPGIS&P Global$9,705,006$105,888 â–¼-1.1%23,8301.0%FinanceCARGCarGurus$7,454,733$1,596,776 â–²27.3%218,6780.8%Communication ServicesICEIntercontinental Exchange$7,195,780$7,195,780 â–²New Holding58,4500.7%FinanceQXO INC$2,716,070$1,547,769 â–²132.5%157,1800.3%COM NEWAPTIV PLC$0$47,144,413 â–¼-100.0%00.0%COM SHSDKSDICK'S Sporting Goods$0$25,137,223 â–¼-100.0%00.0%Consumer DiscretionaryITGartner$0$9,402,704 â–¼-100.0%00.0%IndustrialsCOOPER COS INC$0$8,361,210 â–¼-100.0%00.0%COMVEEVVeeva Systems$0$6,271,062 â–¼-100.0%00.0%HealthcareKLAVIYO INC$0$5,702,928 â–¼-100.0%00.0%COM SER AUUnity Software$0$3,388,852 â–¼-100.0%00.0%TechnologyDKNGDraftKings$0$2,645,423 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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