Filed: 5/15/2026ACC: 0000919574-26-003156
📋 What this filing means
GOODNOW INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $912.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$912.89M
Total AUM (reported)
9.76M
Total Shares
Allocation by class
CL A$421.46M46.2%
COM$293.73M32.2%
COM SHS$62.83M6.9%
COM NEW$51.59M5.7%
SHS$49.61M5.4%
COM CL A$21.69M2.4%
CL A COM$6.27M0.7%
Portfolio Concentration
Top 3$341.19M37.4%
4–10$324.93M35.6%
11–25$237.57M26.0%
Rest$9.18M1.0%
Top 3 weight
37.4%
Top 10 weight
73.0%
Voting Authority Distribution
Total shares with voting rights: 9.76M
Sole
Full voting authority
9.76M
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)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
CARVANA CO
SOLEShares724.44K
TypeSH
Market value$227.75M
24.95%
Sole
724.44K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares745.22K
TypeSH
Market value$61.61M
6.75%
Sole
745.22K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares1.38M
TypeSH
Market value$51.84M
5.68%
Sole
1.38M
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares217.75K
TypeSH
Market value$50.28M
5.51%
Sole
217.75K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares116.37K
TypeSH
Market value$49.28M
5.40%
Sole
116.37K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares638.59K
TypeSH
Market value$48.03M
5.26%
Sole
638.59K
Shared
0.00
None
0.00
SUNBELT RENTALS HOLDINGS INC
SOLEShares733.94K
TypeSH
Market value$47.77M
5.23%
Sole
733.94K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares678.92K
TypeSH
Market value$47.14M
5.16%
Sole
678.92K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares609.83K
TypeSH
Market value$45.08M
4.94%
Sole
609.83K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares854.23K
TypeSH
Market value$37.36M
4.09%
Sole
854.23K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares753.98K
TypeSH
Market value$37.25M
4.08%
Sole
753.98K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares257.37K
TypeSH
Market value$28.68M
3.14%
Sole
257.37K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares126.77K
TypeSH
Market value$25.14M
2.75%
Sole
126.77K
Shared
0.00
None
0.00
INGERSOLL RAND INC
SOLEShares308.41K
TypeSH
Market value$24.71M
2.71%
Sole
308.41K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares18.01K
TypeSH
Market value$20.88M
2.29%
Sole
18.01K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares300.75K
TypeSH
Market value$16.74M
1.83%
Sole
300.75K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares148.16K
TypeSH
Market value$15.69M
1.72%
Sole
148.16K
Shared
0.00
None
0.00
VISA INC
SOLEShares43.66K
TypeSH
Market value$13.20M
1.45%
Sole
43.66K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares24.09K
TypeSH
Market value$10.25M
1.12%
Sole
24.09K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
SOLEShares45.30K
TypeSH
Market value$9.47M
1.04%
Sole
45.30K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares59.38K
TypeSH
Market value$9.40M
1.03%
Sole
59.38K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares116.94K
TypeSH
Market value$8.36M
0.92%
Sole
116.94K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares35.70K
TypeSH
Market value$6.27M
0.69%
Sole
35.70K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares171.84K
TypeSH
Market value$5.85M
0.64%
Sole
171.84K
Shared
0.00
None
0.00
KLAVIYO INC
SOLEShares293.06K
TypeSH
Market value$5.70M
0.62%
Sole
293.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 724.44K | SH | $227.75M 24.95% | 724.44K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 745.22K | SH | $61.61M 6.75% | 745.22K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 1.38M | SH | $51.84M 5.68% | 1.38M | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 217.75K | SH | $50.28M 5.51% | 217.75K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 116.37K | SH | $49.28M 5.40% | 116.37K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 638.59K | SH | $48.03M 5.26% | 638.59K | 0.00 | 0.00 |
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 733.94K | SH | $47.77M 5.23% | 733.94K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 678.92K | SH | $47.14M 5.16% | 678.92K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 609.83K | SH | $45.08M 4.94% | 609.83K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 854.23K | SH | $37.36M 4.09% | 854.23K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 753.98K | SH | $37.25M 4.08% | 753.98K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 257.37K | SH | $28.68M 3.14% | 257.37K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 126.77K | SH | $25.14M 2.75% | 126.77K | 0.00 | 0.00 |
INGERSOLL RAND INCSOLE | COM | 308.41K | SH | $24.71M 2.71% | 308.41K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 18.01K | SH | $20.88M 2.29% | 18.01K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 300.75K | SH | $16.74M 1.83% | 300.75K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 148.16K | SH | $15.69M 1.72% | 148.16K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 43.66K | SH | $13.20M 1.45% | 43.66K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 24.09K | SH | $10.25M 1.12% | 24.09K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 45.30K | SH | $9.47M 1.04% | 45.30K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 59.38K | SH | $9.40M 1.03% | 59.38K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 116.94K | SH | $8.36M 0.92% | 116.94K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 35.70K | SH | $6.27M 0.69% | 35.70K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 171.84K | SH | $5.85M 0.64% | 171.84K | 0.00 | 0.00 |
KLAVIYO INCSOLE | COM SER A | 293.06K | SH | $5.70M 0.62% | 293.06K | 0.00 | 0.00 |
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