Holders — by stockHoldings — by fund
GOODNOW INVESTMENT GROUP, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001362255
$963.7M
disclosed book value
23
positions
23.2%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CVNACARVANA CO | 3.4M | $224.0M | 23.2% |
| 2 | CARTMAPLEBEAR INC | 1.5M | $69.9M | 7.3% |
| 3 | CACCCREDIT ACCEP CORP MICH | 106,131 | $67.6M | 7% |
| 4 | GDDYGODADDY INC | 762,469 | $64.7M | 6.7% |
| 5 | EXPEEXPEDIA GROUP INC | 250,372 | $64.1M | 6.6% |
| 6 | WWAYFAIR INC | 623,772 | $57.6M | 6% |
| 7 | SGISOMNIGROUP INTERNATIONAL INC | 687,425 | $53.9M | 5.6% |
| 8 | FOURSHIFT4 PMTS INC | 1.0M | $51.0M | 5.3% |
| 9 | SNSHARKNINJA INC | 260,013 | $39.6M | 4.1% |
| 10 | FTAIFTAI AVIATION LTD | 139,960 | $37.9M | 3.9% |
| 11 | SUNBSUNBELT RENTALS HOLDINGS INC | 410,889 | $30.7M | 3.2% |
| 12 | GILGILDAN ACTIVEWEAR INC | 574,007 | $29.6M | 3.1% |
| 13 | CNMCORE & MAIN INC | 582,813 | $28.1M | 2.9% |
| 14 | TDGTRANSDIGM GROUP INC | 20,482 | $27.3M | 2.8% |
| 15 | VVISA INC | 69,990 | $24.0M | 2.5% |
| 16 | IRINGERSOLL RAND INC | 261,554 | $21.4M | 2.2% |
| 17 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 75,079 | $19.8M | 2.1% |
| 18 | APOAPOLLO GLOBAL MGMT INC | 118,461 | $14.0M | 1.5% |
| 19 | TELTE CONNECTIVITY PLC | 56,800 | $11.5M | 1.2% |
| 20 | SPGIS&P GLOBAL INC | 23,830 | $9.7M | 1% |
| 21 | CARGCARGURUS INC | 218,678 | $7.5M | 0.8% |
| 22 | ICEINTERCONTINENTAL EXCHANGE IN | 58,450 | $7.2M | 0.7% |
| 23 | QXOQXO INC | 157,180 | $2.7M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.