Goodnow Investment Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Goodnow Investment Group, LLC reported 29 stock positions worth $912.9 million. Its top holding was Carvana (CVNA) at 24.9% of the portfolio, followed by GoDaddy Class A (GDDY, 6.7%) and Maplebear (CART, 5.7%). Compared with Q4 2025, it opened 9 new positions, sold out of 2, added to 11 and reduced 9. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale an exit from PayPal (PYPL).
- Most Recent 13F
- Q2 2026
- Location
- Darien, CT
- CIK
- 0001362255
- Portfolio Value
- $912.9M (Q1 2026)
- SEC Filing
- 0000919574-26-003156 ↗ filed May 15, 2026
Holdings Value
Holdings 29 stocks · $912.9M
| CVNA Carvana Co. | 24.95% | 724,441 | $227.7M | Add +2.0% |
| GDDY GoDaddy Inc. Class A | 6.75% | 745,219 | $61.6M | Add +0.5% |
| CART Maplebear Inc. | 5.68% | 1,383,751 | $51.8M | Add +0.4% |
| EXPE Expedia Group Inc. | 5.51% | 217,752 | $50.3M | Reduce -17.2% |
| CACC Credit Acceptance Corp. | 5.40% | 116,371 | $49.3M | Reduce -0.4% |
| W Wayfair Inc. Class A | 5.26% | 638,592 | $48.0M | Add +0.9% |
| SUNB Sunbelt Rentals Holdings Inc. | 5.23% | 733,943 | $47.8M | New |
| APTV Aptiv PLC | 5.16% | 678,923 | $47.1M | Reduce -9.8% |
| SGI Somnigroup International Inc. | 4.94% | 609,825 | $45.1M | Reduce -4.7% |
| FOUR SHIFT4 Payments Inc. Class A | 4.09% | 854,230 | $37.4M | Add +0.4% |
| CNM Core & Main Inc. Class A | 4.08% | 753,979 | $37.2M | Reduce -0.9% |
| APO Apollo Global Management Inc. | 3.14% | 257,371 | $28.7M | Add +0.6% |
| DKS Dick's Sporting Goods Inc. | 2.75% | 126,770 | $25.1M | New |
| IR Ingersoll-Rand Inc. | 2.71% | 308,411 | $24.7M | Reduce -10.3% |
| TDG Transdigm Group Inc. | 2.29% | 18,012 | $20.9M | Add +16.6% |
| GIL Gildan Activewear Inc. | 1.83% | 300,747 | $16.7M | Reduce -12.6% |
| SN Sharkninja Inc. | 1.72% | 148,163 | $15.7M | Add +0.4% |
| V Visa Inc. Class A | 1.45% | 43,660 | $13.2M | New |
| SPGI S&P Global Inc. | 1.12% | 24,090 | $10.2M | New |
| ZBRA Zebra Technologies Corp. Class A | 1.04% | 45,299 | $9.5M | Add +53.6% |
| IT Gartner Inc. | 1.03% | 59,383 | $9.4M | Add +22.7% |
| COO The Cooper Cos Inc. | 0.92% | 116,940 | $8.4M | New |
| VEEV Veeva Systems Inc. Class A | 0.69% | 35,700 | $6.3M | New |
| CARG Cargurus Inc. | 0.64% | 171,838 | $5.9M | Add +0.5% |
| KVYO Klaviyo Inc. Class A | 0.62% | 293,059 | $5.7M | Reduce -21.8% |
| U Unity Software Inc. | 0.37% | 154,460 | $3.4M | New |
| DKNG Draftkings Inc. Class A | 0.29% | 122,360 | $2.6M | New |
| FTAI Ftai Aviation Ltd. | 0.20% | 7,500 | $1.8M | New |
| QXO Qxo Inc. | 0.14% | 67,610 | $1.3M | Reduce -1.5% |
Portfolio Sells Q4 2025 → Q1 2026
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −3.66 |
| YELP Yelp Inc. | Sold out | 0.00% | −1.81 |
| EXPE Expedia Group Inc. | Reduce -17.2% | 5.51% | −1.45 |
| KVYO Klaviyo Inc. Class A | Reduce -21.8% | 0.62% | −0.51 |
| SGI Somnigroup International Inc. | Reduce -4.7% | 4.94% | −0.39 |
| APTV Aptiv PLC | Reduce -9.8% | 5.16% | −0.18 |
| GIL Gildan Activewear Inc. | Reduce -12.6% | 1.83% | −0.17 |
| QXO Qxo Inc. | Reduce -1.5% | 0.14% | +0.02 |
| IR Ingersoll-Rand Inc. | Reduce -10.3% | 2.71% | +0.17 |
| CNM Core & Main Inc. Class A | Reduce -0.9% | 4.08% | +0.39 |
| CACC Credit Acceptance Corp. | Reduce -0.4% | 5.40% | +0.57 |
Portfolio Buys Q4 2025 → Q1 2026
| SUNB Sunbelt Rentals Holdings Inc. | New | 5.23% | +5.23 |
| DKS Dick's Sporting Goods Inc. | New | 2.75% | +2.75 |
| V Visa Inc. Class A | New | 1.45% | +1.45 |
| SPGI S&P Global Inc. | New | 1.12% | +1.12 |
| COO The Cooper Cos Inc. | New | 0.92% | +0.92 |
| VEEV Veeva Systems Inc. Class A | New | 0.69% | +0.69 |
| U Unity Software Inc. | New | 0.37% | +0.37 |
| TDG Transdigm Group Inc. | Add +16.6% | 2.29% | +0.37 |
| ZBRA Zebra Technologies Corp. Class A | Add +53.6% | 1.04% | +0.37 |
| DKNG Draftkings Inc. Class A | New | 0.29% | +0.29 |
| FTAI Ftai Aviation Ltd. | New | 0.20% | +0.20 |
| SN Sharkninja Inc. | Add +0.4% | 1.72% | +0.18 |
| CARG Cargurus Inc. | Add +0.5% | 0.64% | +0.03 |
| CART Maplebear Inc. | Add +0.4% | 5.68% | −0.10 |
| IT Gartner Inc. | Add +22.7% | 1.03% | −0.11 |
| APO Apollo Global Management Inc. | Add +0.6% | 3.14% | −0.31 |
| W Wayfair Inc. Class A | Add +0.9% | 5.26% | −0.67 |
| FOUR SHIFT4 Payments Inc. Class A | Add +0.4% | 4.09% | −0.91 |
| GDDY GoDaddy Inc. Class A | Add +0.5% | 6.75% | −1.84 |
| CVNA Carvana Co. | Add +2.0% | 24.95% | −3.01 |
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 |