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CIK: 0001362255
Total reported value
$963.7M
$963.7M
29 檔
45.7%
During the Q1 2026 filing period, Goodnow Investment Group, LLC (CIK: 0001362255) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $963.7M across 29 reported positions.
In Q1 2026, Goodnow Investment Group, LLC displayed an active expansion posture, initiating 9 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 24.95% | -1.71% | +2.02% | |
| 2 | GDDY | Godaddy Inc - Class A | Stock-Tech | 6.75% | -0.03% | +0.47% | |
| 3 | CART | Maplebear Inc | Stock-Consumer Disc | 5.68% | +1.57% | +0.43% | |
| 4 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 5.51% | +1.14% | -17.23% | |
| 5 | CACC | Credit Acceptance CORP | Stock-Other | 5.40% | +1.61% | -0.36% | |
| 6 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 5.26% | +0.72% | +0.89% | |
| 7 | SUNB | Sunbelt Rentals Holdings Inc | Stock-Industrials | 5.23% | -2.04% | — | |
| 8 | APTV | Aptiv PLC | Stock-Consumer Disc | 5.16% | -5.16% | EXIT | |
| 9 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 4.94% | +0.65% | -4.70% | |
| 10 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 4.09% | +1.20% | +0.36% | |
| 11 | CNM | Core & Main Inc-class A | Stock-Industrials | 4.08% | -1.16% | -0.90% | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 3.14% | -1.69% | +0.61% | |
| 13 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 2.75% | -2.75% | EXIT | |
| 14 | IR | Ingersoll-rand Inc | Stock-Industrials | 2.71% | -0.48% | -10.29% | |
| 15 | TDG | Transdigm Group Inc | Stock-Industrials | 2.29% | +0.54% | +16.64% | |
| 16 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 1.83% | +1.24% | -12.55% | |
| 17 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.72% | +2.39% | +0.42% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | +1.04% | — | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 1.12% | -0.11% | — | |
| 20 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.04% | +1.01% | +53.61% | |
| 21 | IT | Gartner Inc | Stock-Tech | 1.03% | -1.03% | EXIT | |
| 22 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.92% | -0.92% | EXIT | |
| 23 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.69% | -0.69% | EXIT | |
| 24 | CARG | Cargurus Inc | Stock-Consumer Disc | 0.64% | +0.13% | +0.50% | |
| 25 | KVYO | Klaviyo Inc-a | Stock-Other | 0.62% | -0.62% | EXIT | |
| 26 | U | Unity Software Inc | Stock-Tech | 0.37% | -0.37% | EXIT | |
| 27 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.29% | -0.29% | EXIT | |
| 28 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.20% | +3.73% | — | |
| 29 | QXO | Qxo Inc | Stock-Industrials | 0.14% | +0.14% | -1.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance CORP | +0.6% | -0.36% | Trim |
| 2 | CNM | Core & Main Inc-class A | +0.4% | -0.90% | Trim |
| 3 | ZBRA | Zebra Technologies Corp-cl A | +0.4% | +53.61% | Add |
| 4 | TDG | Transdigm Group Inc | +0.4% | +16.64% | Add |
| 5 | SN | SharkNinja, Inc. | +0.2% | +0.42% | Add |
| 6 | IR | Ingersoll-rand Inc | +0.2% | -10.29% | Trim |
| 7 | CARG | Cargurus Inc | 0% | +0.50% | Add |
| 8 | QXO | Qxo Inc | 0% | -1.47% | Trim |
| 9 | CART | Maplebear Inc | -0.1% | +0.43% | Add |
| 10 | IT | Gartner Inc | -0.1% | +22.74% | Add |
| 11 | GIL | Gildan Activewear Inc | -0.2% | -12.55% | Trim |
| 12 | APTV | Aptiv PLC | -0.2% | -9.76% | Trim |
| 13 | APO | Apollo Global Management Inc | -0.3% | +0.61% | Add |
| 14 | SGI | Somnigroup International Inc | -0.4% | -4.70% | Trim |
| 15 | KVYO | Klaviyo Inc-a | -0.5% | -21.76% | Trim |
| 16 | W | Wayfair Inc- Class A | -0.7% | +0.89% | Add |
| 17 | FOUR | Shift4 Payments Inc-class A | -0.9% | +0.36% | Add |
| 18 | EXPE | Expedia Group Inc | -1.4% | -17.23% | Trim |
| 19 | GDDY | Godaddy Inc - Class A | -1.8% | +0.47% | Add |
| 20 | CVNA | Carvana Co | -3% | +2.02% | Add |
| 21 | SUNB | Sunbelt Rentals Holdings Inc | — | NEW | New buy |
| 22 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 23 | DKS | Dick's Sporting Goods Inc | — | NEW | New buy |
| 24 | YELP | Yelp Inc | — | EXIT | Sold out |
| 25 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 26 | SPGI | S&p Global Inc | — | NEW | New buy |
| 27 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 28 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 29 | U | Unity Software Inc | — | NEW | New buy |
| 30 | DKNG | Draftkings Inc-cl A | — | NEW | New buy |
| 31 | FTAI | FTAI Aviation Ltd. | — | NEW | New buy |
According to official SEC Form 13F filings, Goodnow Investment Group, LLC reported a total U.S. public equity portfolio value of $963.7M across 29 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including CVNA, GDDY, CART) accounted for 45.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUNB
市值: $47.8M
Top Position Liquidated / Trimmed
PYPL
前期市值: $39.3M
During Q1 2026, Goodnow Investment Group, LLC's top holdings by market value included CVNA (24.9%)、GDDY (6.8%)、CART (5.7%). The largest single position, CVNA, represented 24.9% of total portfolio value.
In Q1 2026, Goodnow Investment Group, LLC made 31 total portfolio adjustments, initiating 9 new buys, adding to 11 positions, trimming 9 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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