Goodnow Investment Group

Latest statistics and disclosures from Goodnow Investment Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CVNA, GDDY, CART, EXPE, CACC, and represent 48.28% of Goodnow Investment Group's stock portfolio.
  • Added to shares of these 10 stocks: SUNB (+$48M), DKS (+$25M), V (+$13M), SPGI (+$10M), COO (+$8.4M), VEEV (+$6.3M), CVNA, U, ZBRA, TDG.
  • Started 9 new stock positions in DKNG, FTAI, VEEV, DKS, SUNB, COO, V, SPGI, U.
  • Reduced shares in these 10 stocks: PYPL (-$39M), YELP (-$19M), EXPE (-$11M), APTV (-$5.1M), IR, GIL, SGI, KVYO, CNM, CACC.
  • Sold out of its positions in PYPL, YELP.
  • Goodnow Investment Group was a net buyer of stock by $49M.
  • Goodnow Investment Group has $913M in assets under management (AUM), dropping by -14.84%.
  • Central Index Key (CIK): 0001362255

Tip: Access up to 7 years of quarterly data

Positions held by Goodnow Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Goodnow Investment Group

Goodnow Investment Group holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carvana Cl A (CVNA) 24.9 $228M +2% 724k 314.38
 View chart
Godaddy Cl A (GDDY) 6.7 $62M 745k 82.67
 View chart
Maplebear (CART) 5.7 $52M 1.4M 37.46
 View chart
Expedia Group Com New (EXPE) 5.5 $50M -17% 218k 230.89
 View chart
Credit Acceptance (CACC) 5.4 $49M 116k 423.46
 View chart
Wayfair Cl A (W) 5.3 $48M 639k 75.21
 View chart
Sunbelt Rentals Holdings SHS (SUNB) 5.2 $48M NEW 734k 65.09
 View chart
Aptiv Com Shs (APTV) 5.2 $47M -9% 679k 69.44
 View chart
Tempur-Pedic International (SGI) 4.9 $45M -4% 610k 73.92
 View chart
Shift4 Pmts Cl A (FOUR) 4.1 $37M 854k 43.73
 View chart
Core & Main Cl A (CNM) 4.1 $37M 754k 49.40
 View chart
Apollo Global Mgmt (APO) 3.1 $29M 257k 111.42
 View chart
Dick's Sporting Goods (DKS) 2.8 $25M NEW 127k 198.29
 View chart
Ingersoll Rand (IR) 2.7 $25M -10% 308k 80.12
 View chart
TransDigm Group Incorporated (TDG) 2.3 $21M +16% 18k 1158.96
 View chart
Gildan Activewear Inc Com Cad (GIL) 1.8 $17M -12% 301k 55.65
 View chart
Sharkninja Com Shs (SN) 1.7 $16M 148k 105.90
 View chart
Visa Com Cl A (V) 1.4 $13M NEW 44k 302.24
 View chart
S&p Global (SPGI) 1.1 $10M NEW 24k 425.34
 View chart
Zebra Technologies Corporati Cl A (ZBRA) 1.0 $9.5M +53% 45k 209.08
 View chart
Gartner (IT) 1.0 $9.4M +22% 59k 158.34
 View chart
Cooper Cos (COO) 0.9 $8.4M NEW 117k 71.50
 View chart
Veeva Sys Cl A Com (VEEV) 0.7 $6.3M NEW 36k 175.66
 View chart
Cargurus Com Cl A (CARG) 0.6 $5.9M 172k 34.05
 View chart
Klaviyo Com Ser A (KVYO) 0.6 $5.7M -21% 293k 19.46
 View chart
Unity Software (U) 0.4 $3.4M NEW 155k 21.94
 View chart
Draftkings Com Cl A (DKNG) 0.3 $2.6M NEW 122k 21.62
 View chart
Ftai Aviation SHS (FTAI) 0.2 $1.8M NEW 7.5k 245.00
 View chart
Qxo Com New (QXO) 0.1 $1.3M 68k 19.42
 View chart

Past Filings by Goodnow Investment Group

SEC 13F filings are viewable for Goodnow Investment Group going back to 2010

View all past filings