2026 Q2 Portfolio Activity
In 2026 Q2, GOODNOW INVESTMENT GROUP, LLC maintained a portfolio of 31 distinct positions. The most significant new addition was TE CONNECTIVITY PLC, now representing 1.19% of the total fund value. They heavily accumulated shares in FTAI AVIATION LTD, increasing the position by 1766.1%. Conversely, GOODNOW INVESTMENT GROUP, LLC completely exited their position in APTIV PLC.
Position History
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Total Positions
31
Quarter
2026 Q2
Top Holding
CVNA (23.2%)
Top 10 Concentration
75.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
GOODNOW INVESTMENT GROUP, LLC Full Holdings List — 2026 Q2
| 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 | 23.24% | 24.95% |
#1
Prev: #1
|
9.0 |
—
|
2,678,744 | 369.8% |
P
S
|
3,403,185 | $223,997,637 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 7.25% | 5.68% |
#2
1
Prev: #3
|
6.4 |
—
|
92,440 | 6.7% |
P
S
|
1,476,191 | $69,897,644 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CACC
CREDIT ACCEP CO...
|
Financial Services | 7.01% | 5.40% |
#3
2
Prev: #5
|
4.3 |
—
|
-10,240 | -8.8% |
P
S
|
106,131 | $67,577,853 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GDDY
GODADDY INC
|
Technology | 6.72% | 6.75% |
#4
2
Prev: #2
|
3.7 |
—
|
17,250 | 2.3% |
P
S
|
762,469 | $64,718,369 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EXPE
EXPEDIA GROUP I...
|
Consumer Cyclical | 6.65% | 5.51% |
#5
1
Prev: #4
|
5.2 |
—
|
32,620 | 15.0% |
P
S
|
250,372 | $64,065,187 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 5.98% | 5.26% |
#6
Prev: #6
|
2.9 |
—
|
-14,820 | -2.3% |
P
S
|
623,772 | $57,649,008 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 5.59% | 4.94% |
#7
2
Prev: #9
|
4.2 |
—
|
77,600 | 12.7% |
P
S
|
687,425 | $53,894,120 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FOUR
SHIFT4 PMTS INC
|
Technology | 5.29% | 4.09% |
#8
2
Prev: #10
|
4.6 |
—
|
193,300 | 22.6% |
P
S
|
1,047,530 | $50,951,859 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 4.11% | 1.72% |
#9
8
Prev: #17
|
4.6 |
—
|
111,850 | 75.5% |
P
S
|
260,013 | $39,592,180 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FTAI
FTAI AVIATION L...
|
Industrials | 3.93% | 0.20% |
#10
18
Prev: #28
|
4.6 |
—
|
132,460 | 1766.1% |
P
S
|
139,960 | $37,863,379 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
SUNBELT RENTALS...
|
|
Unknown | 3.19% | 5.23% |
#11
4
Prev: #7
|
1.3 |
—
|
-323,054 | -44.0% |
P
S
|
410,889 | $30,738,606 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GIL
GILDAN ACTIVEWE...
|
Consumer Cyclical | 3.07% | 1.83% |
#12
4
Prev: #16
|
4.2 |
—
|
273,260 | 90.9% |
P
S
|
574,007 | $29,618,761 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 2.92% | 4.08% |
#13
2
Prev: #11
|
1.2 |
—
|
-171,166 | -22.7% |
P
S
|
582,813 | $28,120,727 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 2.83% | 2.29% |
#14
1
Prev: #15
|
3.1 |
—
|
2,470 | 13.7% |
P
S
|
20,482 | $27,282,843 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 2.49% | 1.45% |
#15
3
Prev: #18
|
4.0 |
—
|
26,330 | 60.3% |
P
S
|
69,990 | $24,012,869 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IR
INGERSOLL RAND ...
|
Industrials | 2.23% | 2.71% |
#16
2
Prev: #14
|
1.4 |
—
|
-46,857 | -15.2% |
P
S
|
261,554 | $21,444,812 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZBRA
ZEBRA TECHNOLOG...
|
Technology | 2.05% | 1.04% |
#17
3
Prev: #20
|
3.8 |
—
|
29,780 | 65.7% |
P
S
|
75,079 | $19,765,298 | 2006 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 1.45% | 3.14% |
#18
6
Prev: #12
|
0.6 |
—
|
-138,910 | -54.0% |
P
S
|
118,461 | $14,015,121 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TEL
TE CONNECTIVITY...
|
Technology | 1.19% | — |
#19
Prev: #—
|
4.0 |
—
|
56,800 | — |
NEW
|
56,800 | $11,451,448 | 2011 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 1.01% | 1.12% |
#20
1
Prev: #19
|
0.9 |
—
|
-260 | -1.1% |
P
S
|
23,830 | $9,705,006 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CARG
CARGURUS INC
|
Consumer Cyclical | 0.77% | 0.64% |
#21
3
Prev: #24
|
2.8 |
—
|
46,840 | 27.3% |
P
S
|
218,678 | $7,454,733 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.75% | — |
#22
Prev: #—
|
3.8 |
—
|
58,450 | — |
NEW
|
58,450 | $7,195,780 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QXO
QXO INC
|
Industrials | 0.28% | 0.14% |
#23
6
Prev: #29
|
3.1 |
—
|
89,570 | 132.5% |
P
S
|
157,180 | $2,716,070 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 0.00% | 0.29% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-122,360 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 0.00% | 0.37% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-154,460 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KVYO
KLAVIYO INC
|
Technology | 0.00% | 0.62% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-293,059 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 0.00% | 0.69% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-35,700 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COO
COOPER COS INC
|
Healthcare | 0.00% | 0.92% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-116,940 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IT
GARTNER INC
|
Technology | 0.00% | 1.03% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-59,383 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DKS
DICKS SPORTING ...
|
Consumer Cyclical | 0.00% | 2.75% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-126,770 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APTV
APTIV PLC
|
Consumer Cyclical | 0.00% | 5.16% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-678,923 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-31 of 31 holdings