Goodnow Investment Group as of June 30, 2026
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 | 3.4M | 65.82 | |
| Maplebear (CART) | 7.3 | $70M | 1.5M | 47.35 | |
| Credit Acceptance (CACC) | 7.0 | $68M | 106k | 636.74 | |
| Godaddy Cl A (GDDY) | 6.7 | $65M | 763k | 84.88 | |
| Expedia Group Com New (EXPE) | 6.6 | $64M | 250k | 255.88 | |
| Wayfair Cl A (W) | 6.0 | $58M | 624k | 92.42 | |
| Tempur-Pedic International (SGI) | 5.6 | $54M | 687k | 78.40 | |
| Shift4 Pmts Cl A (FOUR) | 5.3 | $51M | 1.0M | 48.64 | |
| Sharkninja Com Shs (SN) | 4.1 | $40M | 260k | 152.27 | |
| Ftai Aviation SHS (FTAI) | 3.9 | $38M | 140k | 270.53 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 3.2 | $31M | 411k | 74.81 | |
| Gildan Activewear Inc Com Cad (GIL) | 3.1 | $30M | 574k | 51.60 | |
| Core & Main Cl A (CNM) | 2.9 | $28M | 583k | 48.25 | |
| TransDigm Group Incorporated (TDG) | 2.8 | $27M | 21k | 1332.04 | |
| Visa Com Cl A (V) | 2.5 | $24M | 70k | 343.09 | |
| Ingersoll Rand (IR) | 2.2 | $21M | 262k | 81.99 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 2.1 | $20M | 75k | 263.26 | |
| Apollo Global Mgmt (APO) | 1.5 | $14M | 119k | 118.31 | |
| Te Connectivity Ord Shs (TEL) | 1.2 | $12M | 57k | 201.61 | |
| S&p Global (SPGI) | 1.0 | $9.7M | 24k | 407.26 | |
| Cargurus Com Cl A (CARG) | 0.8 | $7.5M | 219k | 34.09 | |
| Intercontinental Exchange (ICE) | 0.7 | $7.2M | 59k | 123.11 | |
| Qxo Com New (QXO) | 0.3 | $2.7M | 157k | 17.28 |
