account_balance
Investment manager · 13F filer · SEC CIK 1362255
Goodnow Investment Group, LLC
Reported value$964Mas of Jun 30, 2026
Positions23 2 new, 8 sold out
Top 10 weight75.8%CVNA alone is 23%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CVNACarvana Co.
23.2%Trimmed −6%
CARTMaplebear Inc.
7.3%Added +7%
CACCCredit Acceptance Corp
7.0%Trimmed −9%
GDDYGoDaddy Inc.
6.7%Added +2%
EXPEExpedia Group, Inc.
6.6%Added +15%
WWayfair Inc.
6.0%Trimmed −2%
SGISomnigroup International Inc.
5.6%Added +13%
FOURShift4 Payments, Inc.
5.3%Added +23%
SNSharkNinja, Inc.
4.1%+75%
FTAIFTAI Aviation Ltd.
3.9%+1766%
SUNBSunbelt Rentals Holdings, Inc.
3.2%−44%
GILGildan Activewear Inc.
3.1%+91%
CVNACarvana Co.
23.2%Trimmed −6%
CART7.3%CACCCredit Acceptance Corp
7.0%−9%
GDDYGoDaddy Inc.
6.7%+2%
EXPEExpedia Group, Inc.
6.6%+15%
WWayfair Inc.
6.0%
SGISomnigroup International Inc.
5.6%
FOURShift4 Payments, Inc.
5.3%
SN4.1%FTAI3.9%SUNB3.2%GIL3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CVNA Carvana Co. 23.2% Trimmed −6%CART Maplebear Inc. 7.3% Added +7%CACC Credit Acceptance Corp 7.0% Trimmed −9%GDDY GoDaddy Inc. 6.7% Added +2%EXPE Expedia Group, Inc. 6.6% Added +15%W Wayfair Inc. 6.0% Trimmed −2%SGI Somnigroup International Inc. 5.6% Added +13%FOUR Shift4 Payments, Inc. 5.3% Added +23%SN SharkNinja, Inc. 4.1% Added +75%FTAI FTAI Aviation Ltd. 3.9% Added +1766%SUNB Sunbelt Rentals Holdings, Inc. 3.2% Trimmed −44%GIL Gildan Activewear Inc. 3.1% Added +91%
What changed
Biggest moves since Mar 31, 2026
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