Filed: 2/17/2026ACC: 0000919574-26-000987
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.07B
Total AUM (reported)
9.96M
Total Shares
Allocation by class
CL A$574.93M53.6%
COM$328.65M30.7%
COM NEW$75.85M7.1%
COM SHS$73.76M6.9%
COM SER A$12.16M1.1%
COM CL A$6.56M0.6%
Portfolio Concentration
Top 3$466.24M43.5%
4–10$384.84M35.9%
11–25$220.83M20.6%
Top 3 weight
43.5%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 9.96M
Sole
Full voting authority
9.96M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
CARVANA CO
SOLEShares710.09K
TypeSH
Market value$299.67M
27.96%
Sole
710.09K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares741.75K
TypeSH
Market value$92.04M
8.59%
Sole
741.75K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares263.07K
TypeSH
Market value$74.53M
6.95%
Sole
263.07K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares632.95K
TypeSH
Market value$63.55M
5.93%
Sole
632.95K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares1.38M
TypeSH
Market value$61.98M
5.78%
Sole
1.38M
Shared
0.00
None
0.00
APTIV PLC
SOLEShares752.36K
TypeSH
Market value$57.25M
5.34%
Sole
752.36K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares639.89K
TypeSH
Market value$57.13M
5.33%
Sole
639.89K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares851.20K
TypeSH
Market value$53.60M
5.00%
Sole
851.20K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares116.79K
TypeSH
Market value$51.79M
4.83%
Sole
116.79K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares760.84K
TypeSH
Market value$39.54M
3.69%
Sole
760.84K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares672.56K
TypeSH
Market value$39.26M
3.66%
Sole
672.56K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares255.82K
TypeSH
Market value$37.03M
3.45%
Sole
255.82K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares343.78K
TypeSH
Market value$27.23M
2.54%
Sole
343.78K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares343.93K
TypeSH
Market value$21.48M
2.00%
Sole
343.93K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares15.44K
TypeSH
Market value$20.54M
1.92%
Sole
15.44K
Shared
0.00
None
0.00
YELP INC
SOLEShares637.18K
TypeSH
Market value$19.36M
1.81%
Sole
637.18K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares147.54K
TypeSH
Market value$16.51M
1.54%
Sole
147.54K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares48.38K
TypeSH
Market value$12.21M
1.14%
Sole
48.38K
Shared
0.00
None
0.00
KLAVIYO INC
SOLEShares374.55K
TypeSH
Market value$12.16M
1.13%
Sole
374.55K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
SOLEShares29.49K
TypeSH
Market value$7.16M
0.67%
Sole
29.49K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares170.98K
TypeSH
Market value$6.56M
0.61%
Sole
170.98K
Shared
0.00
None
0.00
QXO INC
SOLEShares68.62K
TypeSH
Market value$1.32M
0.12%
Sole
68.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 710.09K | SH | $299.67M 27.96% | 710.09K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 741.75K | SH | $92.04M 8.59% | 741.75K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 263.07K | SH | $74.53M 6.95% | 263.07K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 632.95K | SH | $63.55M 5.93% | 632.95K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 1.38M | SH | $61.98M 5.78% | 1.38M | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 752.36K | SH | $57.25M 5.34% | 752.36K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 639.89K | SH | $57.13M 5.33% | 639.89K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 851.20K | SH | $53.60M 5.00% | 851.20K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 116.79K | SH | $51.79M 4.83% | 116.79K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 760.84K | SH | $39.54M 3.69% | 760.84K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 672.56K | SH | $39.26M 3.66% | 672.56K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 255.82K | SH | $37.03M 3.45% | 255.82K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 343.78K | SH | $27.23M 2.54% | 343.78K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 343.93K | SH | $21.48M 2.00% | 343.93K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 15.44K | SH | $20.54M 1.92% | 15.44K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 637.18K | SH | $19.36M 1.81% | 637.18K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 147.54K | SH | $16.51M 1.54% | 147.54K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 48.38K | SH | $12.21M 1.14% | 48.38K | 0.00 | 0.00 |
KLAVIYO INCSOLE | COM SER A | 374.55K | SH | $12.16M 1.13% | 374.55K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 29.49K | SH | $7.16M 0.67% | 29.49K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 170.98K | SH | $6.56M 0.61% | 170.98K | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 68.62K | SH | $1.32M 0.12% | 68.62K | 0.00 | 0.00 |