Goodnow Investment Group as of March 31, 2026
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 | 724k | 314.38 | |
| Godaddy Cl A (GDDY) | 6.7 | $62M | 745k | 82.67 | |
| Maplebear (CART) | 5.7 | $52M | 1.4M | 37.46 | |
| Expedia Group Com New (EXPE) | 5.5 | $50M | 218k | 230.89 | |
| Credit Acceptance (CACC) | 5.4 | $49M | 116k | 423.46 | |
| Wayfair Cl A (W) | 5.3 | $48M | 639k | 75.21 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 5.2 | $48M | 734k | 65.09 | |
| Aptiv Com Shs (APTV) | 5.2 | $47M | 679k | 69.44 | |
| Tempur-Pedic International (SGI) | 4.9 | $45M | 610k | 73.92 | |
| Shift4 Pmts Cl A (FOUR) | 4.1 | $37M | 854k | 43.73 | |
| Core & Main Cl A (CNM) | 4.1 | $37M | 754k | 49.40 | |
| Apollo Global Mgmt (APO) | 3.1 | $29M | 257k | 111.42 | |
| Dick's Sporting Goods (DKS) | 2.8 | $25M | 127k | 198.29 | |
| Ingersoll Rand (IR) | 2.7 | $25M | 308k | 80.12 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $21M | 18k | 1158.96 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.8 | $17M | 301k | 55.65 | |
| Sharkninja Com Shs (SN) | 1.7 | $16M | 148k | 105.90 | |
| Visa Com Cl A (V) | 1.4 | $13M | 44k | 302.24 | |
| S&p Global (SPGI) | 1.1 | $10M | 24k | 425.34 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 1.0 | $9.5M | 45k | 209.08 | |
| Gartner (IT) | 1.0 | $9.4M | 59k | 158.34 | |
| Cooper Cos (COO) | 0.9 | $8.4M | 117k | 71.50 | |
| Veeva Sys Cl A Com (VEEV) | 0.7 | $6.3M | 36k | 175.66 | |
| Cargurus Com Cl A (CARG) | 0.6 | $5.9M | 172k | 34.05 | |
| Klaviyo Com Ser A (KVYO) | 0.6 | $5.7M | 293k | 19.46 | |
| Unity Software (U) | 0.4 | $3.4M | 155k | 21.94 | |
| Draftkings Com Cl A (DKNG) | 0.3 | $2.6M | 122k | 21.62 | |
| Ftai Aviation SHS (FTAI) | 0.2 | $1.8M | 7.5k | 245.00 | |
| Qxo Com New (QXO) | 0.1 | $1.3M | 68k | 19.42 |
