Q2 2026 13F · SEC CIK 1362255
Goodnow Investment Group, LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $963.7M
- Reported positions
- 23
- Top holdings a year, 3 yrs
- +22.1%
- Assets under management
- $1.1B
Goodnow Investment Group, LLC is a hedge fund that reported 23 positions worth $963.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Carvana Co (CVNA, 23.2%), Maplebear Inc (CART, 7.3%), Credit Accep Corp Mich (CACC, 7.0%). A portfolio copying its top holdings returned 22.1% a year over the last 3 years, against 20.4% for the S&P 500.
Goodnow Investment Group, LLC holdings all 23 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| CVNACarvana Co | 23.2% | +369.8% | $224.0M |
| CARTMaplebear Inc | 7.3% | +6.7% | $69.9M |
| CACCCredit Accep Corp Mich | 7.0% | -8.8% | $67.6M |
| GDDYGodaddy Inc | 6.7% | +2.3% | $64.7M |
| EXPEExpedia Group Inc | 6.6% | +15.0% | $64.1M |
| WWayfair Inc | 6.0% | -2.3% | $57.6M |
| TPXSomnigroup International Inc | 5.6% | +12.7% | $53.9M |
| FOURShift4 Pmts Inc Cl A | 5.3% | +22.6% | $51.0M |
| SNSharkninja Inc | 4.1% | +75.5% | $39.6M |
| FTAIFtai Aviation Ltd | 3.9% | +1766.1% | $37.9M |
| SUNBSunbelt Rentals Holdings Inc | 3.2% | -44.0% | $30.7M |
| GILGildan Activewear Inc | 3.1% | +90.9% | $29.6M |
| CNMCore & Main Inc | 2.9% | -22.7% | $28.1M |
| TDGTransdigm Group Inc | 2.8% | +13.7% | $27.3M |
| VVisa Inc | 2.5% | +60.3% | $24.0M |
| IRIngersoll Rand Inc | 2.2% | -15.2% | $21.4M |
| ZBRAZebra Technologies Corporati | 2.1% | +65.7% | $19.8M |
| APOApollo Global Management Inc | 1.5% | -54.0% | $14.0M |
| TELTe Connectivity PLC | 1.2% | — | $11.5M |
| SPGIS&p Global Inc | 1.0% | -1.1% | $9.7M |
| CARGCargurus Inc | 0.8% | +27.3% | $7.5M |
| ICEIntercontinental Exchange Inc | 0.7% | — | $7.2M |
| QXOQxo Inc | 0.3% | +132.5% | $2.7M |
What Goodnow Investment Group, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- TEL Te Connectivity PLC1.2% of 13F
- ICE Intercontinental Exchange Inc0.7% of 13F
Added to
- FTAI Ftai Aviation Ltd+1766.1% shares
- CVNA Carvana Co+369.8% shares
- QXO Qxo Inc+132.5% shares
- GIL Gildan Activewear Inc+90.9% shares
- SN Sharkninja Inc+75.5% shares
- ZBRA Zebra Technologies Corporati+65.7% shares
- V Visa Inc+60.3% shares
- CARG Cargurus Inc+27.3% shares
Reduced
- APO Apollo Global Management Inc-54.0% shares
- SUNB Sunbelt Rentals Holdings Inc-44.0% shares
- CNM Core & Main Inc-22.7% shares
- IR Ingersoll Rand Inc-15.2% shares
- CACC Credit Accep Corp Mich-8.8% shares
Sold out
- APTV Aptiv PLCwas 5.2%
- DKS Dicks Sporting Goods Incwas 2.8%
- IT Gartner Incwas 1.0%
- COO Cooper Cos Incwas 0.9%
- VEEV Veeva Sys Incwas 0.7%
- KVYO Klaviyo Incwas 0.6%
- U Unity Software Inc Comwas 0.4%
- DKNG Draftkings Incwas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -5.6% /yr
- S&P 500 +20.1%
- 3 years
- +22.1% /yr
- S&P 500 +20.4%
- 5 years
- -0.1% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $963.7M | 23 |
| Q1 2026 | $912.9M | 29 |
| Q4 2025 | $1.1B | 22 |
| Q3 2025 | $1.0B | 23 |
| Q2 2025 | $1.1B | 24 |
| Q1 2025 | $927.5M | 23 |
| Q4 2024 | $1.0B | 27 |
| Q3 2024 | $942.9M | 24 |
| Q2 2024 | $864.1M | 23 |
| Q1 2024 | $833.1M | 26 |
| Q4 2023 | $711.5M | 25 |
| Q3 2023 | $593.6M | 22 |
Questions about Goodnow Investment Group, LLC's portfolio
What stocks does Goodnow Investment Group, LLC own?
Goodnow Investment Group, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 23 positions worth $963.7M. The largest are Carvana Co (CVNA) at 23.2%, Maplebear Inc (CART) at 7.3%, Credit Accep Corp Mich (CACC) at 7.0%, Godaddy Inc (GDDY) at 6.7% and Expedia Group Inc (EXPE) at 6.6%.
What did Goodnow Investment Group, LLC buy last quarter?
In Q2 2026, Goodnow Investment Group, LLC added a new position in Te Connectivity PLC (TEL), a new position in Intercontinental Exchange Inc (ICE), Ftai Aviation Ltd (FTAI) (+1766.1% shares), Carvana Co (CVNA) (+369.8% shares) and Qxo Inc (QXO) (+132.5% shares), compared with its Q1 2026 filing.
What did Goodnow Investment Group, LLC sell last quarter?
In Q2 2026, Goodnow Investment Group, LLC sold all of Aptiv PLC (APTV), sold all of Dicks Sporting Goods Inc (DKS), sold all of Gartner Inc (IT), sold all of Cooper Cos Inc (COO), sold all of Veeva Sys Inc (VEEV), Apollo Global Management Inc (APO) (-54.0% shares), Sunbelt Rentals Holdings Inc (SUNB) (-44.0% shares) and Core & Main Inc (CNM) (-22.7% shares), compared with its Q1 2026 filing.
How has Goodnow Investment Group, LLC's portfolio performed?
A portfolio copying Goodnow Investment Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -5.6% against +20.1%. Over 5 years: -0.1% a year against +11.6%.
When is Goodnow Investment Group, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Goodnow Investment Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Goodnow Investment Group, LLC manage?
Goodnow Investment Group, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $963.7M.