Stock Taper 
GOODNOW INVESTMENT GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Carvana Co. | CVNA | 3.4M | $224M |
 Maplebear Inc. | CART | 1.48M | $69.9M |
 Shift4 Payments, Inc. | FOUR | 1.05M | $50.95M |
 GoDaddy Inc. | GDDY | 762.47K | $64.72M |
 Somnigroup International Inc | SGI | 687.42K | $53.89M |
 Wayfair Inc. | W | 623.77K | $57.65M |
 Core & Main, Inc. | CNM | 582.81K | $28.12M |
 Gildan Activewear Inc. | GIL | 574.01K | $29.62M |
 Sunbelt Rentals Holdings Inc | SUNB | 410.89K | $30.74M |
 Ingersoll Rand Inc. | IR | 261.55K | $21.44M |
 SharkNinja, Inc. | SN | 260.01K | $39.59M |
 Expedia Group, Inc. | EXPE | 250.37K | $64.07M |
 CarGurus, Inc. | CARG | 218.68K | $7.45M |
 QXO, Inc. | QXO | 157.18K | $2.72M |
 FTAI Aviation Ltd. | FTAI | 139.96K | $37.86M |
 Apollo Global Management, Inc. | APO | 118.46K | $14.02M |
 Credit Acceptance Corporation | CACC | 106.13K | $67.58M |
 Zebra Technologies Corporation | ZBRA | 75.08K | $19.77M |
 Visa Inc. | V | 69.99K | $24.01M |
 Intercontinental Exchange, Inc. | ICE | 58.45K | $7.2M |