GOODNOW INVESTMENT GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CART | 1.38M | $51.84M |
 | FOUR | 854K | $37.36M |
 | CNM | 754K | $37.25M |
 | GDDY | 745K | $61.61M |
 | SUNB | 734K | $47.77M |
 | CVNA | 724K | $227.75M |
 | APTV | 679K | $47.14M |
 | W | 639K | $48.03M |
 | SGI | 610K | $45.08M |
 | IR | 308K | $24.71M |
 | GIL | 301K | $16.74M |
 | KVYO | 293K | $5.70M |
 | APO | 257K | $28.68M |
 | EXPE | 218K | $50.28M |
 | CARG | 172K | $5.85M |
 | U | 154K | $3.39M |
 | SN | 148K | $15.69M |
 | DKS | 127K | $25.14M |
 | DKNG | 122K | $2.65M |
 | COO | 117K | $8.36M |
Maplebear Inc.
CART
Shares Held
1.38M
Value
$51.84M
Shift4 Payments, Inc.
FOUR
Shares Held
854K
Value
$37.36M
Core & Main, Inc.
CNM
Shares Held
754K
Value
$37.25M
GoDaddy Inc.
GDDY
Shares Held
745K
Value
$61.61M
Sunbelt Rentals Holdings Inc
SUNB
Shares Held
734K
Value
$47.77M
Carvana Co.
CVNA
Shares Held
724K
Value
$227.75M
Aptiv PLC
APTV
Shares Held
679K
Value
$47.14M
Wayfair Inc.
W
Shares Held
639K
Value
$48.03M
Somnigroup International Inc
SGI
Shares Held
610K
Value
$45.08M
Ingersoll Rand Inc.
IR
Shares Held
308K
Value
$24.71M
Gildan Activewear Inc.
GIL
Shares Held
301K
Value
$16.74M
Klaviyo, Inc.
KVYO
Shares Held
293K
Value
$5.70M
Apollo Global Management, Inc.
APO
Shares Held
257K
Value
$28.68M
Expedia Group, Inc.
EXPE
Shares Held
218K
Value
$50.28M
CarGurus, Inc.
CARG
Shares Held
172K
Value
$5.85M
Unity Software Inc.
U
Shares Held
154K
Value
$3.39M
SharkNinja, Inc.
SN
Shares Held
148K
Value
$15.69M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
127K
Value
$25.14M
DraftKings Inc.
DKNG
Shares Held
122K
Value
$2.65M
The Cooper Companies, Inc.
COO
Shares Held
117K
Value
$8.36M