2026 Q1 Portfolio Activity
In 2026 Q1, GOODNOW INVESTMENT GROUP, LLC maintained a portfolio of 31 distinct positions. The most significant new addition was SUNBELT RENTALS HOLDINGS INC, now representing 5.23% of the total fund value. They heavily accumulated shares in TRANSDIGM GROUP INC, increasing the position by 16.6%. Conversely, GOODNOW INVESTMENT GROUP, LLC completely exited their position in PAYPAL HLDGS INC.
Position History
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Total Positions
31
Quarter
2026 Q1
Top Holding
CVNA (24.9%)
Top 10 Concentration
73.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
GOODNOW INVESTMENT GROUP, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CVNA
CARVANA CO
|
Consumer Cyclical | 24.95% | 27.96% |
#1
Prev: #1
|
6.5 |
—
|
14,350 | 2.0% |
P
S
|
724,441 | $227,749,762 |
$9.02
+633.6%
|
2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
GDDY
GODADDY INC
|
Technology | 6.75% | 8.59% |
#2
Prev: #2
|
4.7 |
—
|
3,470 | 0.5% |
P
S
|
745,219 | $61,607,255 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 5.68% | 5.78% |
#3
2
Prev: #5
|
3.8 |
—
|
5,870 | 0.4% |
P
S
|
1,383,751 | $51,835,312 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EXPE
EXPEDIA GROUP I...
|
Consumer Cyclical | 5.51% | 6.95% |
#4
1
Prev: #3
|
3.2 |
—
|
-45,319 | -17.2% |
P
S
|
217,752 | $50,276,759 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 5.40% | 4.83% |
#5
4
Prev: #9
|
3.2 |
—
|
-420 | -0.4% |
P
S
|
116,371 | $49,278,464 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 5.26% | 5.93% |
#6
2
Prev: #4
|
2.6 |
—
|
5,640 | 0.9% |
P
S
|
638,592 | $48,028,504 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
SUNBELT RENTALS...
|
|
Unknown | 5.23% | — |
#7
Prev: #—
|
5.6 |
—
|
733,943 | — |
NEW
|
733,943 | $47,772,350 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
APTV
APTIV PLC
|
Consumer Cyclical | 5.16% | 5.34% |
#8
2
Prev: #6
|
2.6 |
—
|
-73,440 | -9.8% |
P
S
|
678,923 | $47,144,413 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 4.94% | 5.33% |
#9
2
Prev: #7
|
2.5 |
—
|
-30,070 | -4.7% |
P
S
|
609,825 | $45,078,264 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FOUR
SHIFT4 PMTS INC
|
Technology | 4.09% | 5.00% |
#10
2
Prev: #8
|
2.1 |
—
|
3,030 | 0.4% |
P
S
|
854,230 | $37,355,478 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 4.08% | 3.69% |
#11
1
Prev: #10
|
2.1 |
—
|
-6,860 | -0.9% |
P
S
|
753,979 | $37,246,563 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 3.14% | 3.45% |
#12
Prev: #12
|
1.8 |
—
|
1,550 | 0.6% |
P
S
|
257,371 | $28,676,277 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DKS
DICKS SPORTING ...
|
Consumer Cyclical | 2.75% | — |
#13
Prev: #—
|
4.6 |
—
|
126,770 | — |
NEW
|
126,770 | $25,137,223 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IR
INGERSOLL RAND ...
|
Industrials | 2.71% | 2.54% |
#14
1
Prev: #13
|
1.6 |
—
|
-35,367 | -10.3% |
P
S
|
308,411 | $24,709,889 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 2.29% | 1.92% |
#15
Prev: #15
|
2.9 |
—
|
2,570 | 16.6% |
P
S
|
18,012 | $20,875,188 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GIL
GILDAN ACTIVEWE...
|
Consumer Cyclical | 1.83% | 2.00% |
#16
2
Prev: #14
|
1.2 |
—
|
-43,180 | -12.6% |
P
S
|
300,747 | $16,736,571 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 1.72% | 1.54% |
#17
Prev: #17
|
1.2 |
—
|
620 | 0.4% |
P
S
|
148,163 | $15,690,462 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 1.45% | — |
#18
Prev: #—
|
4.1 |
—
|
43,660 | — |
NEW
|
43,660 | $13,195,798 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 1.12% | — |
#19
Prev: #—
|
3.9 |
—
|
24,090 | — |
NEW
|
24,090 | $10,246,441 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZBRA
ZEBRA TECHNOLOG...
|
Technology | 1.04% | 0.67% |
#20
Prev: #20
|
3.4 |
—
|
15,810 | 53.6% |
P
S
|
45,299 | $9,471,115 | 2006 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IT
GARTNER INC
|
Technology | 1.03% | 1.14% |
#21
3
Prev: #18
|
2.9 |
—
|
11,000 | 22.7% |
P
S
|
59,383 | $9,402,704 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COO
COOPER COS INC
|
Healthcare | 0.92% | — |
#22
Prev: #—
|
3.9 |
—
|
116,940 | — |
NEW
|
116,940 | $8,361,210 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 0.69% | — |
#23
Prev: #—
|
3.8 |
—
|
35,700 | — |
NEW
|
35,700 | $6,271,062 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CARG
CARGURUS INC
|
Consumer Cyclical | 0.64% | 0.61% |
#24
3
Prev: #21
|
0.8 |
—
|
860 | 0.5% |
P
S
|
171,838 | $5,851,084 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KVYO
KLAVIYO INC
|
Technology | 0.62% | 1.13% |
#25
6
Prev: #19
|
0.2 |
—
|
-81,490 | -21.8% |
P
S
|
293,059 | $5,702,928 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 0.37% | — |
#26
Prev: #—
|
3.6 |
—
|
154,460 | — |
NEW
|
154,460 | $3,388,852 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 0.29% | — |
#27
Prev: #—
|
3.6 |
—
|
122,360 | — |
NEW
|
122,360 | $2,645,423 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FTAI
FTAI AVIATION L...
|
Industrials | 0.20% | — |
#28
Prev: #—
|
3.6 |
—
|
7,500 | — |
NEW
|
7,500 | $1,837,500 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QXO
QXO INC
|
Industrials | 0.14% | 0.12% |
#29
7
Prev: #22
|
0.6 |
—
|
-1,010 | -1.5% |
P
S
|
67,610 | $1,312,986 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
YELP
YELP INC
|
Communication Services | 0.00% | 1.81% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-637,180 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.00% | 3.66% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-672,559 | -100.0% |
CLOSED
|
— | $— | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-31 of 31 holdings