Goodnow Investment Group portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Goodnow Investment Group reported a $964M portfolio of 23 positions to the SEC as of the end of Q2 2026. Its largest positions are CVNA, CART, CACC. During the quarter it opened TE Connectivity and exited Aptiv and DICK'S Sporting Goods.
Sections with a free account
What changed this quarter
31 positions with a change (2 new, 13 added to, 8 trimmed, 8 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Aptiv−4.9 ppof portfolioSold out5.2% → —
- Ftai Aviation+1,766%more sharesIncreased0.2% → 3.9%
- DICK'S Sporting Goods−2.6 ppof portfolioSold out2.8% → —
- Sunbelt Rentals Holdings−44%fewer sharesReduced5.2% → 3.2%
- Sharkninja+75%more sharesIncreased1.7% → 4.1%
- Apollo Global Management−54%fewer sharesReduced3.1% → 1.5%
- Carvana−6.0%fewer sharesReduced24.9% → 23.2%
- Gildan Activewear+91%more sharesIncreased1.8% → 3.1%
- TE Connectivity+1.2 ppof portfolioNew— → 1.2%
- Gartner−1.0 ppof portfolioSold out1.0% → —
- Shift4 Payments+23%more sharesIncreased4.1% → 5.3%
- Visa+60%more sharesIncreased1.4% → 2.5%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- CarvanaCVNA23.2%
- MaplebearCART7.3%
- Credit AcceptanceCACC7.0%
- GoDaddyGDDY6.7%
- Expedia GroupEXPE6.6%
- WayfairW6.0%
- Somnigroup InternationalSGI5.6%
- Shift4 PaymentsFOUR5.3%
- SharkninjaSN4.1%
- FTAI AviationFTAI3.9%
- Sunbelt Rentals HoldingsSUNB3.2%
- Gildan ActivewearGIL3.1%
- Core & MainCNM2.9%
- TransDigm GroupTDG2.8%
- VisaV2.5%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Consumer Discretionary 49%
- ● Financials 18%
- ● Industrials 15%
- ● Information Technology 10%
- ● Consumer Staples 7%
- ● Communication Services 1%
How its portfolio changed (8 quarters)
Q2 2026: 23
Q2 2026: 76%
Q2 2026: 16.7%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 3, 2026 (high confidence).
The data, as reported: GOODNOW INVESTMENT GROUP LLC (CRD 136792): 7.B private funds: 5 hedge (gross assets $1.1 bn); 5.D assets by client type: pooled vehicles 98% (of $1.1 bn) · 13F: 26% of the portfolio was already held when the stock started trading
The type comes from a rule applied to that data. If it looks wrong, tell us.
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