Institutions / Goodnow Investment Group, LLC / Activity
Activity — Goodnow Investment Group, LLC
31 moves.
| 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. Common stock | $-39.26M | -673K -100.00% | 0 | medium |
| Q1 2026 as of | New | Dick's Sporting Goods Inc Common stock | $25.14M | +127K | 126,770 2.75% of portfolio | medium |
| Q1 2026 as of | Exit | Yelp Inc Common stock | $-19.36M | -637K -100.00% | 0 | medium |
| Q1 2026 as of | New | Visa Inc Common stock | $13.20M | +44K | 43,660 1.45% of portfolio | medium |
| Q1 2026 as of | Trim | Expedia Group Inc Common stock | $-10.46M | -45K -17.23% | 217,752 5.51% of portfolio | medium |
| Q1 2026 as of | New | S&P Global Inc. Common stock | $10.25M | +24K | 24,090 1.12% of portfolio | medium |
| Q1 2026 as of | New | Cooper Companies, Inc. Common stock | $8.36M | +117K | 116,940 0.92% of portfolio | medium |
| Q1 2026 as of | New | Veeva Systems Inc Common stock | $6.27M | +36K | 35,700 0.69% of portfolio | medium |
| Q1 2026 as of | Trim | G3265R107 Common stock | $-5.10M | -73K -9.76% | 678,923 5.16% of portfolio | medium |
| Q1 2026 as of | Add | Carvana Co. Common stock | $4.51M | +14K +2.02% | 724,441 24.95% of portfolio | low |
| Q1 2026 as of | New | Unity Software Inc. Common stock | $3.39M | +154K | 154,460 0.37% of portfolio | low |
| Q1 2026 as of | Add | Zebra Technologies Corp Common stock | $3.31M | +16K +53.61% | 45,299 1.04% of portfolio | low |
| Q1 2026 as of | Add | TransDigm Group Inc. Common stock | $2.98M | +3K +16.64% | 18,012 2.29% of portfolio | low |
| Q1 2026 as of | Trim | Ingersoll-Rand Inc Common stock | $-2.83M | -35K -10.29% | 308,411 2.71% of portfolio | low |
| Q1 2026 as of | New | DraftKings Inc. Common stock | $2.65M | +122K | 122,360 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Gildan Activewear Inc Common stock | $-2.40M | -43K -12.55% | 300,747 1.83% of portfolio | low |
| Q1 2026 as of | Trim | Somnigroup International Inc Common stock | $-2.22M | -30K -4.70% | 609,825 4.94% of portfolio | low |
| Q1 2026 as of | New | FTAI Aviation Ltd Common stock | $1.84M | +8K | 7,500 0.20% of portfolio | low |
| Q1 2026 as of | Add | Gartner Inc Common stock | $1.74M | +11K +22.74% | 59,383 1.03% of portfolio | low |
| Q1 2026 as of | Trim | Klaviyo, Inc. Common stock | $-1.59M | -81K -21.76% | 293,059 0.62% of portfolio | low |
| Q1 2026 as of | Add | Wayfair Inc. Common stock | $424.2K | +6K +0.89% | 638,592 5.26% of portfolio | low |
| Q1 2026 as of | Trim | Core & Main, Inc. Common stock | $-338.9K | -7K -0.90% | 753,979 4.08% of portfolio | low |
| Q1 2026 as of | Add | GoDaddy Inc. Common stock | $286.9K | +3K +0.47% | 745,219 6.75% of portfolio | low |
| Q1 2026 as of | Add | Maplebear Inc Common stock | $219.9K | +6K +0.43% | 1,383,751 5.68% of portfolio | low |
| Q1 2026 as of | Trim | Credit Acceptance Corp Common stock | $-177.9K | -420 -0.36% | 116,371 5.40% of portfolio | low |
| Q1 2026 as of | Add | Apollo Global Management, Inc. Common stock | $172.7K | +2K +0.61% | 257,371 3.14% of portfolio | low |
| Q1 2026 as of | Add | Shift4 Payments, Inc. Common stock | $132.5K | +3K +0.36% | 854,230 4.09% of portfolio | low |
| Q1 2026 as of | Add | G8068L108 Common stock | $65.7K | +620 +0.42% | 148,163 1.72% of portfolio | low |
| Q1 2026 as of | Add | CarGurus, Inc. Common stock | $29.3K | +860 +0.50% | 171,838 0.64% of portfolio | low |
| Q1 2026 as of | Trim | QXO, Inc. Common stock | $-19.6K | -1K -1.47% | 67,610 0.14% of portfolio | low |