EdgeMarket › What Goodnow Investment Group, Llc reported owning
What Goodnow Investment Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
912.9MPositions
29Quarter
2026-03-31Shown below
29largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CVNA CARVANA CO. | 227.7M | 24.9% | 724.4K | 69.91 | +3.2% |
| GDDY GoDaddy Inc. | 61.6M | 6.7% | 745.2K | 97.07 | -33.7% |
| CART Maplebear Inc. | 51.8M | 5.7% | 1.4M | 49.83 | +9.5% |
| EXPE Expedia Group, Inc. | 50.3M | 5.5% | 217.8K | 321.63 | +56.4% |
| CACC CREDIT ACCEPTANCE CORP | 49.3M | 5.4% | 116.4K | 601.05 | +24.8% |
| W Wayfair Inc. | 48.0M | 5.3% | 638.6K | 101.52 | +27.0% |
| SUNB Sunbelt Rentals Holdings, Inc. | 47.8M | 5.2% | 733.9K | 76.88 | — |
| APTV Aptiv PLC | 47.1M | 5.2% | 678.9K | 48.28 | -35.8% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 45.1M | 4.9% | 609.8K | 64.71 | -20.1% |
| FOUR Shift4 Payments, Inc. | 37.4M | 4.1% | 854.2K | 47.93 | -47.0% |
| CNM Core & Main, Inc. | 37.2M | 4.1% | 754.0K | 44.88 | -29.8% |
| APO Apollo Global Management, Inc. | 28.7M | 3.1% | 257.4K | 132.69 | -2.0% |
| DKS DICK'S SPORTING GOODS, INC. | 25.1M | 2.8% | 126.8K | 183.23 | -17.8% |
| IR Ingersoll Rand Inc. | 24.7M | 2.7% | 308.4K | 80.51 | +1.9% |
| TDG TransDigm Group INC | 20.9M | 2.3% | 18.0K | 1,200.35 | -14.4% |
| GIL Gildan Activewear Inc. | 16.7M | 1.8% | 300.7K | 56.17 | +2.9% |
| SN SharkNinja, Inc. | 15.7M | 1.7% | 148.2K | 180.76 | +51.1% |
| V VISA INC. | 13.2M | 1.4% | 43.7K | 371.04 | +7.9% |
| SPGI S&P Global Inc. | 10.2M | 1.1% | 24.1K | 431.29 | -22.6% |
| ZBRA ZEBRA TECHNOLOGIES CORP | 9.5M | 1.0% | 45.3K | 368.51 | +20.9% |
| IT GARTNER INC | 9.4M | 1.0% | 59.4K | 195.90 | -19.8% |
| COO COOPER COMPANIES, INC. | 8.4M | 0.9% | 116.9K | 76.22 | +3.7% |
| VEEV VEEVA SYSTEMS INC | 6.3M | 0.7% | 35.7K | 247.90 | -12.7% |
| CARG CarGurus, Inc. | 5.9M | 0.6% | 171.8K | 36.85 | +16.1% |
| KVYO Klaviyo, Inc. | 5.7M | 0.6% | 293.1K | 18.33 | -41.4% |
| U Unity Software Inc. | 3.4M | 0.4% | 154.5K | 46.93 | +30.9% |
| DKNG DraftKings Inc. | 2.6M | 0.3% | 122.4K | 26.17 | -42.7% |
| FTAI FTAI Aviation Ltd. | 1.8M | 0.2% | 7.5K | 209.70 | +49.4% |
| QXO QXO, Inc. | 1.3M | 0.1% | 67.6K | 13.76 | -28.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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