Institutions / Goodnow Investment Group, LLC
Goodnow Investment Group, LLC
CIK 1362255 · Institution · as of Mar 31, 2026
Portfolio value
$912.89M
Positions
29
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$912.89M-14.8%Positions
29+31.8%Top holdings
Mar 31, 2026View all 29 →
| Company | Value | % of portfolio |
|---|---|---|
| Carvana Co. | $227.75M | 24.9% |
| GoDaddy Inc. | $61.61M | 6.7% |
| Maplebear Inc | $51.84M | 5.7% |
| Expedia Group Inc | $50.28M | 5.5% |
| Credit Acceptance Corp | $49.28M | 5.4% |
| Wayfair Inc. | $48.03M | 5.3% |
| Sunbelt Rentals Holdings, Inc.SUNB | $47.77M | 5.2% |
| Aptiv PLC | $47.14M | 5.2% |
| Somnigroup International Inc | $45.08M | 4.9% |
| Shift4 Payments, Inc. | $37.36M | 4.1% |
| Core & Main, Inc. | $37.25M | 4.1% |
| Apollo Global Management, Inc. | $28.68M | 3.1% |
| Dick's Sporting Goods Inc | $25.14M | 2.8% |
| Ingersoll-Rand Inc | $24.71M | 2.7% |
| TransDigm Group Inc. | $20.88M | 2.3% |
| Gildan Activewear Inc | $16.74M | 1.8% |
| Sharkninja Inc | $15.69M | 1.7% |
| Visa Inc | $13.20M | 1.4% |
| S&P Global Inc. | $10.25M | 1.1% |
| Zebra Technologies Corp | $9.47M | 1.0% |
| Gartner Inc | $9.40M | 1.0% |
| Cooper Companies, Inc. | $8.36M | 0.9% |
| Veeva Systems Inc | $6.27M | 0.7% |
| CarGurus, Inc. | $5.85M | 0.6% |
| Klaviyo, Inc. | $5.70M | 0.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | SUNB Sunbelt Rentals Holdings, Inc. Common Stock | $47.77M | +734K | 733,943 5.23% of portfolio | medium |
| Q1 2026 as of | Exit | PayPal Holdings, Inc. | $-39.26M | -673K -100.00% | — | medium |
| Q1 2026 as of | New | Dick's Sporting Goods Inc | $25.14M | +127K | 126,770 2.75% of portfolio | medium |
| Q1 2026 as of | Exit | Yelp Inc | $-19.36M | -637K -100.00% | — | medium |
| Q1 2026 as of | New | Visa Inc | $13.20M | +44K | 43,660 1.45% of portfolio | medium |
| Q1 2026 as of | Trim | Expedia Group Inc | $-10.46M | -45K -17.23% | 217,752 5.51% of portfolio | medium |
| Q1 2026 as of | New | S&P Global Inc. | $10.25M | +24K | 24,090 1.12% of portfolio | medium |
| Q1 2026 as of | New | Cooper Companies, Inc. | $8.36M | +117K | 116,940 0.92% of portfolio | medium |
| Q1 2026 as of | New | Veeva Systems Inc | $6.27M | +36K | 35,700 0.69% of portfolio | medium |
| Q1 2026 as of | Trim | G3265R107 | $-5.10M | -73K -9.76% | 678,923 5.16% of portfolio | medium |