Goodnow Investment Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Goodnow Investment Group, LLC reported 23 stock positions worth $963.7 million. Its top holding was Carvana (CVNA) at 23.2% of the portfolio, followed by Maplebear (CART, 7.3%) and Credit Acceptance (CACC, 7.0%). Compared with Q1 2026, it opened 2 new positions, sold out of 8, added to 13 and reduced 8. The biggest buy was Ftai Aviation (FTAI, shares +1766%) and the biggest sale an exit from Aptiv (APTV).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $963.7M (Q2 2026)
- SEC Filing
- 0000919574-26-005180 ↗ filed Aug 14, 2026
Holdings Value
Holdings 23 stocks · $963.7M
| CVNA Carvana Co. | 23.24% | 3,403,185 | $224.0M | Reduce -6.0% |
| CART Maplebear Inc. | 7.25% | 1,476,191 | $69.9M | Add +6.7% |
| CACC Credit Acceptance Corp. | 7.01% | 106,131 | $67.6M | Reduce -8.8% |
| GDDY GoDaddy Inc. Class A | 6.72% | 762,469 | $64.7M | Add +2.3% |
| EXPE Expedia Group Inc. | 6.65% | 250,372 | $64.1M | Add +15.0% |
| W Wayfair Inc. Class A | 5.98% | 623,772 | $57.6M | Reduce -2.3% |
| SGI Somnigroup International Inc. | 5.59% | 687,425 | $53.9M | Add +12.7% |
| FOUR SHIFT4 Payments Inc. Class A | 5.29% | 1,047,530 | $51.0M | Add +22.6% |
| SN Sharkninja Inc. | 4.11% | 260,013 | $39.6M | Add +75.5% |
| FTAI Ftai Aviation Ltd. | 3.93% | 139,960 | $37.9M | Add +1766.1% |
| SUNB Sunbelt Rentals Holdings Inc. | 3.19% | 410,889 | $30.7M | Reduce -44.0% |
| GIL Gildan Activewear Inc. | 3.07% | 574,007 | $29.6M | Add +90.9% |
| CNM Core & Main Inc. Class A | 2.92% | 582,813 | $28.1M | Reduce -22.7% |
| TDG Transdigm Group Inc. | 2.83% | 20,482 | $27.3M | Add +13.7% |
| V Visa Inc. Class A | 2.49% | 69,990 | $24.0M | Add +60.3% |
| IR Ingersoll-Rand Inc. | 2.23% | 261,554 | $21.4M | Reduce -15.2% |
| ZBRA Zebra Technologies Corp. Class A | 2.05% | 75,079 | $19.8M | Add +65.7% |
| APO Apollo Global Management Inc. | 1.45% | 118,461 | $14.0M | Reduce -54.0% |
| TEL Te Connectivity PLC | 1.19% | 56,800 | $11.5M | New |
| SPGI S&P Global Inc. | 1.01% | 23,830 | $9.7M | Reduce -1.1% |
| CARG Cargurus Inc. | 0.77% | 218,678 | $7.5M | Add +27.3% |
| ICE Intercontinental Exchange Inc. | 0.75% | 58,450 | $7.2M | New |
| QXO Qxo Inc. | 0.28% | 157,180 | $2.7M | Add +132.5% |
Portfolio Sells Q1 2026 → Q2 2026
| APTV Aptiv PLC | Sold out | 0.00% | −5.16 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −2.75 |
| SUNB Sunbelt Rentals Holdings Inc. | Reduce -44.0% | 3.19% | −2.04 |
| CVNA Carvana Co. | Reduce -6.0% | 23.24% | −1.71 |
| APO Apollo Global Management Inc. | Reduce -54.0% | 1.45% | −1.69 |
| CNM Core & Main Inc. Class A | Reduce -22.7% | 2.92% | −1.16 |
| IT Gartner Inc. | Sold out | 0.00% | −1.03 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.92 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.69 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.62 |
| IR Ingersoll-Rand Inc. | Reduce -15.2% | 2.23% | −0.48 |
| U Unity Software Inc. | Sold out | 0.00% | −0.37 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.29 |
| SPGI S&P Global Inc. | Reduce -1.1% | 1.01% | −0.12 |
| W Wayfair Inc. Class A | Reduce -2.3% | 5.98% | +0.72 |
| CACC Credit Acceptance Corp. | Reduce -8.8% | 7.01% | +1.61 |
Portfolio Buys Q1 2026 → Q2 2026
| FTAI Ftai Aviation Ltd. | Add +1766.1% | 3.93% | +3.73 |
| SN Sharkninja Inc. | Add +75.5% | 4.11% | +2.39 |
| CART Maplebear Inc. | Add +6.7% | 7.25% | +1.57 |
| GIL Gildan Activewear Inc. | Add +90.9% | 3.07% | +1.24 |
| FOUR SHIFT4 Payments Inc. Class A | Add +22.6% | 5.29% | +1.19 |
| TEL Te Connectivity PLC | New | 1.19% | +1.19 |
| EXPE Expedia Group Inc. | Add +15.0% | 6.65% | +1.14 |
| V Visa Inc. Class A | Add +60.3% | 2.49% | +1.05 |
| ZBRA Zebra Technologies Corp. Class A | Add +65.7% | 2.05% | +1.01 |
| ICE Intercontinental Exchange Inc. | New | 0.75% | +0.75 |
| SGI Somnigroup International Inc. | Add +12.7% | 5.59% | +0.65 |
| TDG Transdigm Group Inc. | Add +13.7% | 2.83% | +0.54 |
| QXO Qxo Inc. | Add +132.5% | 0.28% | +0.14 |
| CARG Cargurus Inc. | Add +27.3% | 0.77% | +0.13 |
| GDDY GoDaddy Inc. Class A | Add +2.3% | 6.72% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $963.7M | CVNA, CART, CACC, GDDY, EXPE |
| Q1 2026 | 29 | $912.9M | CVNA, GDDY, CART, EXPE, CACC |
| Q4 2025 | 22 | $1.1B | CVNA, GDDY, EXPE, W, CART |
| Q3 2025 | 23 | $1.0B | CVNA, GDDY, EXPE, FOUR, APTV |
| Q2 2025 | 24 | $1.1B | CVNA, GDDY, FOUR, EXPE, CACC |
| Q1 2025 | 23 | $927.5M | CVNA, GDDY, CACC, FOUR, EXPE |
| Q4 2024 | 27 | $1.0B | GDDY, CVNA, EXPE, FOUR, SNX |
| Q3 2024 | 24 | $942.9M | CVNA, GDDY, SNX, FOUR, PYPL |
| Q2 2024 | 23 | $864.1M | CVNA, GDDY, SNX, APO, IR |
| Q1 2024 | 26 | $833.1M | CVNA, GDDY, SNX, IR, APO |