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GOODNOW INVESTMENT GROUP, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $963,729,310
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CARVANA CO · CL A · 146869102 · shares: $223,997,637
- MAPLEBEAR INC · COM · 565394103 · shares: $69,897,644
- CREDIT ACCEP CORP MICH · COM · 225310101 · shares: $67,577,853
- GODADDY INC · CL A · 380237107 · shares: $64,718,369
- EXPEDIA GROUP INC · COM NEW · 30212P303 · shares: $64,065,187
- WAYFAIR INC · CL A · 94419L101 · shares: $57,649,008
- SOMNIGROUP INTERNATIONAL INC · COM · 88023U101 · shares: $53,894,120
- SHIFT4 PMTS INC · CL A · 82452J109 · shares: $50,951,859
- SHARKNINJA INC · COM SHS · G8068L108 · shares: $39,592,180
- FTAI AVIATION LTD · SHS · G3730V105 · shares: $37,863,379
Reported holdings
23 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CARVANA CO | CL A | 146869102 | — | 3,403,185 shares | $223,997,637 |
| MAPLEBEAR INC | COM | 565394103 | — | 1,476,191 shares | $69,897,644 |
| CREDIT ACCEP CORP MICH | COM | 225310101 | — | 106,131 shares | $67,577,853 |
| GODADDY INC | CL A | 380237107 | — | 762,469 shares | $64,718,369 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 250,372 shares | $64,065,187 |
| WAYFAIR INC | CL A | 94419L101 | — | 623,772 shares | $57,649,008 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 687,425 shares | $53,894,120 |
| SHIFT4 PMTS INC | CL A | 82452J109 | — | 1,047,530 shares | $50,951,859 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 260,013 shares | $39,592,180 |
| FTAI AVIATION LTD | SHS | G3730V105 | — | 139,960 shares | $37,863,379 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 410,889 shares | $30,738,606 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | — | 574,007 shares | $29,618,761 |
| CORE & MAIN INC | CL A | 21874C102 | — | 582,813 shares | $28,120,727 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 20,482 shares | $27,282,843 |
| VISA INC | COM CL A | 92826C839 | — | 69,990 shares | $24,012,869 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 261,554 shares | $21,444,812 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | — | 75,079 shares | $19,765,298 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 118,461 shares | $14,015,121 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 56,800 shares | $11,451,448 |
| S&P GLOBAL INC | COM | 78409V104 | — | 23,830 shares | $9,705,006 |
| CARGURUS INC | COM CL A | 141788109 | — | 218,678 shares | $7,454,733 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 58,450 shares | $7,195,780 |
| QXO INC | COM NEW | 82846H405 | — | 157,180 shares | $2,716,070 |