GOODNOW INVESTMENT GROUP, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUNBELT RENTALS HOLDINGS INC(SUNB) | 0 | 733,943 | +733,943 | 0 | 47,772,350 | 5.23% | +47,772,350 |
| DICKS SPORTING GOODS INC(DKS) | 0 | 126,770 | +126,770 | 0 | 25,137,223 | 2.75% | +25,137,223 |
| VISA INC(V) | 0 | 43,660 | +43,660 | 0 | 13,195,798 | 1.45% | +13,195,798 |
| S&P GLOBAL INC(SPGI) | 0 | 24,090 | +24,090 | 0 | 10,246,441 | 1.12% | +10,246,441 |
| COOPER COS INC(COO) | 0 | 116,940 | +116,940 | 0 | 8,361,210 | 0.92% | +8,361,210 |
| VEEVA SYS INC(VEEV) | 0 | 35,700 | +35,700 | 0 | 6,271,062 | 0.69% | +6,271,062 |
| UNITY SOFTWARE INC(U) | 0 | 154,460 | +154,460 | 0 | 3,388,852 | 0.37% | +3,388,852 |
| DRAFTKINGS INC NEW(DKNG) | 0 | 122,360 | +122,360 | 0 | 2,645,423 | 0.29% | +2,645,423 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 29,489 | 45,299 | +15,810 | 7,160,519 | 9,471,115 | 1.04% | +2,310,596 |
| FTAI AVIATION LTD(FTAI) | 0 | 7,500 | +7,500 | 0 | 1,837,500 | 0.20% | +1,837,500 |
| TRANSDIGM GROUP INC(TDG) | 15,442 | 18,012 | +2,570 | 20,535,544 | 20,875,188 | 2.29% | +339,644 |
| QXO INC(QXO) | 68,620 | 67,610 | -1,010 | 1,323,680 | 1,312,986 | 0.14% | -10,694 |
| CARGURUS INC(CARG) | 170,978 | 171,838 | +860 | 6,557,006 | 5,851,084 | 0.64% | -705,922 |
| SHARKNINJA INC(SN) | 147,543 | 148,163 | +620 | 16,510,062 | 15,690,462 | 1.72% | -819,600 |
| CORE & MAIN INC(CNM) | 760,839 | 753,979 | -6,860 | 39,540,803 | 37,246,563 | 4.08% | -2,294,240 |
| CREDIT ACCEP CORP MICH(CACC) | 116,791 | 116,371 | -420 | 51,792,137 | 49,278,464 | 5.40% | -2,513,673 |
| INGERSOLL RAND INC(IR) | 343,778 | 308,411 | -35,367 | 27,234,093 | 24,709,889 | 2.71% | -2,524,204 |
| GARTNER INC(IT) | 48,383 | 59,383 | +11,000 | 12,206,063 | 9,402,704 | 1.03% | -2,803,359 |
| GILDAN ACTIVEWEAR INC(GIL) | 343,927 | 300,747 | -43,180 | 21,481,680 | 16,736,571 | 1.83% | -4,745,109 |
| KLAVIYO INC(KVYO) | 374,549 | 293,059 | -81,490 | 12,161,606 | 5,702,928 | 0.62% | -6,458,678 |
| APOLLO GLOBAL MGMT INC(APO) | 255,821 | 257,371 | +1,550 | 37,032,648 | 28,676,277 | 3.14% | -8,356,371 |
| APTIV PLC(APTV) | 752,363 | 678,923 | -73,440 | 57,247,301 | 47,144,413 | 5.16% | -10,102,888 |
| MAPLEBEAR INC(CART) | 1,377,881 | 1,383,751 | +5,870 | 61,977,087 | 51,835,312 | 5.68% | -10,141,775 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 639,895 | 609,825 | -30,070 | 57,129,826 | 45,078,264 | 4.94% | -12,051,562 |
| WAYFAIR INC(W) | 632,952 | 638,592 | +5,640 | 63,554,710 | 48,028,504 | 5.26% | -15,526,206 |
| SHIFT4 PMTS INC(FOUR) | 851,200 | 854,230 | +3,030 | 53,600,064 | 37,355,478 | 4.09% | -16,244,586 |
| YELP INC(YELP) | 637,180 | 0 | -637,180 | 19,363,900 | 0 | — | -19,363,900 |
| EXPEDIA GROUP INC(EXPE) | 263,071 | 217,752 | -45,319 | 74,530,645 | 50,276,759 | 5.51% | -24,253,886 |
| GODADDY INC(GDDY) | 741,749 | 745,219 | +3,470 | 92,036,216 | 61,607,255 | 6.75% | -30,428,961 |
| PAYPAL HLDGS INC(PYPL) | 672,559 | 0 | -672,559 | 39,263,994 | 0 | — | -39,263,994 |
| CARVANA CO(CVNA) | 710,091 | 724,441 | +14,350 | 299,672,604 | 227,749,762 | 24.95% | -71,922,842 |