Goodnow Investment Group, LLC
All holdings · as of Mar 31, 2026
| 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% |
| Unity Software Inc. | $3.39M | 0.4% |
| DraftKings Inc. | $2.65M | 0.3% |
| FTAI Aviation Ltd | $1.84M | 0.2% |
| QXO, Inc. | $1.31M | 0.1% |