Goodnow Investment Group, LLC Top Holdings and 13F Report (2026) About Goodnow Investment Group, LLCInvestment ActivityGoodnow Investment Group, LLC has $912.89 million in total holdings as of March 31, 2026.Goodnow Investment Group, LLC owns shares of 29 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 14.54% of the portfolio was purchased this quarter.About 9.18% of the portfolio was sold this quarter.This quarter, Goodnow Investment Group, LLC has purchased 22 new stocks and bought additional shares in 11 stocks.Goodnow Investment Group, LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Carvana $227,749,762GoDaddy $61,607,255MAPLEBEAR INC $51,835,312Expedia Group $50,276,759Credit Acceptance $49,278,464 Largest New Holdings this Quarter 866966104 - SUNBELT RENTALS HOLDINGS INC $47,772,350 Holding253393102 - DICK'S Sporting Goods $25,137,223 Holding92826C839 - Visa $13,195,798 Holding78409V104 - S&P Global $10,246,441 Holding216648501 - COOPER COS INC $8,361,210 Holding Largest Purchases this Quarter SUNBELT RENTALS HOLDINGS INC 733,943 shares (about $47.77M)DICK'S Sporting Goods 126,770 shares (about $25.14M)Visa 43,660 shares (about $13.20M)S&P Global 24,090 shares (about $10.25M)COOPER COS INC 116,940 shares (about $8.36M) Largest Sales this Quarter Expedia Group 45,319 shares (about $10.46M)APTIV PLC 73,440 shares (about $5.10M)Ingersoll Rand 35,367 shares (about $2.83M)Gildan Activewear 43,180 shares (about $2.40M)SOMNIGROUP INTERNATIONAL INC 30,070 shares (about $2.22M) 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$227,749,762$4,511,353 â–²2.0%724,44124.9%Retail/WholesaleGDDYGoDaddy$61,607,255$286,865 â–²0.5%745,2196.7%Computer and TechnologyMAPLEBEAR INC$51,835,312$219,890 â–²0.4%1,383,7515.7%COMEXPEExpedia Group$50,276,759$10,463,704 â–¼-17.2%217,7525.5%Retail/WholesaleCACCCredit Acceptance$49,278,464$177,853 â–¼-0.4%116,3715.4%FinanceWWayfair$48,028,504$424,184 â–²0.9%638,5925.3%Retail/WholesaleSUNBELT RENTALS HOLDINGS INC$47,772,350$47,772,350 â–²New Holding733,9435.2%SHSAPTIV PLC$47,144,413$5,099,674 â–¼-9.8%678,9235.2%COM SHSSOMNIGROUP INTERNATIONAL INC$45,078,264$2,222,774 â–¼-4.7%609,8254.9%COMFOURShift4 Payments$37,355,478$132,502 â–²0.4%854,2304.1%Business ServicesCNMCore & Main$37,246,563$338,884 â–¼-0.9%753,9794.1%IndustrialsAPOApollo Global Management$28,676,277$172,701 â–²0.6%257,3713.1%FinanceDKSDICK'S Sporting Goods$25,137,223$25,137,223 â–²New Holding126,7702.8%Retail/WholesaleIRIngersoll Rand$24,709,889$2,833,604 â–¼-10.3%308,4112.7%IndustrialsTDGTransdigm Group$20,875,188$2,978,527 â–²16.6%18,0122.3%AerospaceGILGildan Activewear$16,736,571$2,402,967 â–¼-12.6%300,7471.8%Consumer DiscretionarySNSharkNinja$15,690,462$65,658 â–²0.4%148,1631.7%Retail/WholesaleVVisa$13,195,798$13,195,798 â–²New Holding43,6601.4%Business ServicesSPGIS&P Global$10,246,441$10,246,441 â–²New Holding24,0901.1%FinanceZBRAZebra Technologies$9,471,115$3,305,555 â–²53.6%45,2991.0%IndustrialsITGartner$9,402,704$1,741,740 â–²22.7%59,3831.0%Business ServicesCOOPER COS INC$8,361,210$8,361,210 â–²New Holding116,9400.9%COMVEEVVeeva Systems$6,271,062$6,271,062 â–²New Holding35,7000.7%MedicalCARGCarGurus$5,851,084$29,283 â–²0.5%171,8380.6%Auto/Tires/TrucksKLAVIYO INC$5,702,928$1,585,795 â–¼-21.8%293,0590.6%COM SER AUUnity Software$3,388,852$3,388,852 â–²New Holding154,4600.4%Computer and TechnologyDKNGDraftKings$2,645,423$2,645,423 â–²New Holding122,3600.3%Consumer DiscretionaryFTAI AVIATION LTD$1,837,500$1,837,500 â–²New Holding7,5000.2%SHSQXO INC$1,312,986$19,614 â–¼-1.5%67,6100.1%COM NEWPYPLPayPal$0$39,263,994 â–¼-100.0%00.0%Business ServicesYELPYelp$0$19,363,900 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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