Goodnow Investment Group, LLC
Goodnow Investment Group, LLC reported 23 holdings worth US$964M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Goodnow Investment Group, LLC reported 23 holdings worth US$964M as of Jun 30, 2026. Largest: Carvana Co., Maplebear Inc. and Credit Acceptance Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$964M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Carvana Co. | 3.4M | US$224M | 23.2% |
| Maplebear Inc. | 1.48M | US$69.9M | 7.3% |
| Credit Acceptance Corporation | 106K | US$67.6M | 7.0% |
| Godaddy Inc. | 762K | US$64.7M | 6.7% |
| Expedia Group, Inc. | 250K | US$64.1M | 6.6% |
| Wayfair Inc. | 624K | US$57.6M | 6.0% |
| Somnigroup International Inc. | 687K | US$53.9M | 5.6% |
| Shift4 Payments, Inc. | 1.05M | US$51M | 5.3% |
| Sharkninja, Inc. | 260K | US$39.6M | 4.1% |
| Ftai Aviation Ltd. | 140K | US$37.9M | 3.9% |
| Sunbelt Rentals Holdings, Inc. | 411K | US$30.7M | 3.2% |
| Gildan Activewear Inc. | 574K | US$29.6M | 3.1% |
| Core & Main, Inc. | 583K | US$28.1M | 2.9% |
| Transdigm Group Inc. | 20,482 | US$27.3M | 2.8% |
| Visa Inc. | 69,990 | US$24M | 2.5% |
| Ingersoll Rand Inc. | 262K | US$21.4M | 2.2% |
| Zebra Technologies Corporation | 75,079 | US$19.8M | 2.1% |
| Apollo Global Management, Inc. (new) | 118K | US$14M | 1.5% |
| S&p Global Inc. | 23,830 | US$9.71M | 1.0% |
| Cargurus, Inc. | 219K | US$7.45M | 0.77% |
| Intercontinental Exchange Inc. | 58,450 | US$7.2M | 0.75% |
| Qxo, Inc. | 157K | US$2.72M | 0.28% |
| Gartner, Inc. | 0 | US$0 | 0.00% |
| Klaviyo, Inc. Series A | 0 | US$0 | 0.00% |
| Unity Software Inc. | 0 | US$0 | 0.00% |
| Veeva Systems Inc. | 0 | US$0 | 0.00% |
| The Cooper Companies, Inc. | 0 | US$0 | 0.00% |
| Dick's Sporting Goods Inc | 0 | US$0 | 0.00% |
| Draftkings Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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