Goodnow Investment Group
Latest statistics and disclosures from Goodnow Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVNA, CART, CACC, GDDY, EXPE, and represent 50.87% of Goodnow Investment Group's stock portfolio.
- Added to shares of these 10 stocks: CVNA (+$176M), FTAI (+$36M), SN (+$17M), GIL (+$14M), TEL (+$12M), FOUR (+$9.4M), V (+$9.0M), EXPE (+$8.3M), ZBRA (+$7.8M), ICE (+$7.2M).
- Started 2 new stock positions in ICE, TEL.
- Reduced shares in these 10 stocks: APTV (-$47M), DKS (-$25M), SUNB (-$24M), APO (-$16M), IT (-$9.4M), COO (-$8.4M), CNM (-$8.3M), CACC (-$6.5M), VEEV (-$6.3M), KVYO (-$5.7M).
- Sold out of its positions in COO, DKS, DKNG, IT, KVYO, U, VEEV, APTV.
- Goodnow Investment Group was a net buyer of stock by $146M.
- Goodnow Investment Group has $964M in assets under management (AUM), dropping by 5.57%.
- Central Index Key (CIK): 0001362255
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Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 23.2 | $224M | +369% | 3.4M | 65.82 |
|
| Maplebear (CART) | 7.3 | $70M | +6% | 1.5M | 47.35 |
|
| Credit Acceptance (CACC) | 7.0 | $68M | -8% | 106k | 636.74 |
|
| Godaddy Cl A (GDDY) | 6.7 | $65M | +2% | 763k | 84.88 |
|
| Expedia Group Com New (EXPE) | 6.6 | $64M | +14% | 250k | 255.88 |
|
| Wayfair Cl A (W) | 6.0 | $58M | -2% | 624k | 92.42 |
|
| Tempur-Pedic International (SGI) | 5.6 | $54M | +12% | 687k | 78.40 |
|
| Shift4 Pmts Cl A (FOUR) | 5.3 | $51M | +22% | 1.0M | 48.64 |
|
| Sharkninja Com Shs (SN) | 4.1 | $40M | +75% | 260k | 152.27 |
|
| Ftai Aviation SHS (FTAI) | 3.9 | $38M | +1766% | 140k | 270.53 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 3.2 | $31M | -44% | 411k | 74.81 |
|
| Gildan Activewear Inc Com Cad (GIL) | 3.1 | $30M | +90% | 574k | 51.60 |
|
| Core & Main Cl A (CNM) | 2.9 | $28M | -22% | 583k | 48.25 |
|
| TransDigm Group Incorporated (TDG) | 2.8 | $27M | +13% | 21k | 1332.04 |
|
| Visa Com Cl A (V) | 2.5 | $24M | +60% | 70k | 343.09 |
|
| Ingersoll Rand (IR) | 2.2 | $21M | -15% | 262k | 81.99 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 2.1 | $20M | +65% | 75k | 263.26 |
|
| Apollo Global Mgmt (APO) | 1.5 | $14M | -53% | 119k | 118.31 |
|
| Te Connectivity Ord Shs (TEL) | 1.2 | $12M | NEW | 57k | 201.61 |
|
| S&p Global (SPGI) | 1.0 | $9.7M | 24k | 407.26 |
|
|
| Cargurus Com Cl A (CARG) | 0.8 | $7.5M | +27% | 219k | 34.09 |
|
| Intercontinental Exchange (ICE) | 0.7 | $7.2M | NEW | 59k | 123.11 |
|
| Qxo Com New (QXO) | 0.3 | $2.7M | +132% | 157k | 17.28 |
|
Past Filings by Goodnow Investment Group
SEC 13F filings are viewable for Goodnow Investment Group going back to 2010
- Goodnow Investment Group 2026 Q2 filed Aug. 14, 2026
- Goodnow Investment Group 2026 Q1 filed May 15, 2026
- Goodnow Investment Group 2025 Q4 filed Feb. 17, 2026
- Goodnow Investment Group 2025 Q3 filed Nov. 14, 2025
- Goodnow Investment Group 2025 Q2 filed Aug. 14, 2025
- Goodnow Investment Group 2025 Q1 filed May 15, 2025
- Goodnow Investment Group 2024 Q4 filed Feb. 14, 2025
- Goodnow Investment Group 2024 Q3 filed Nov. 14, 2024
- Goodnow Investment Group 2024 Q2 filed Aug. 14, 2024
- Goodnow Investment Group 2024 Q1 filed May 15, 2024
- Goodnow Investment Group 2023 Q4 filed Feb. 14, 2024
- Goodnow Investment Group 2023 Q3 filed Nov. 14, 2023
- Goodnow Investment Group 2023 Q2 filed Aug. 14, 2023
- Goodnow Investment Group 2023 Q1 filed May 15, 2023
- Goodnow Investment Group 2022 Q4 filed Feb. 14, 2023
- Goodnow Investment Group 2022 Q3 filed Nov. 14, 2022