Fund Holdings — GOODNOW INVESTMENT GROUP, LLC

Total Portfolio Value:
$963.73M
Total Bought:
$183.11M
Total Sold:
$180.60M
Net Transaction:
+$2.51M
Notable People:
Randall Matthew Heck, Bradley James Purcell, Peter John Gavey, Samuel Joseph Lehr, Michael Thomas Moore, John Desmond Birkett
Securities
▲▼
SharesValue
Q1 2026
▲▼
Q2 2026
▲▼
Change
▲▼
Q1 2026
▲▼
Q2 2026
▲▼
Weight (%)
▲▼
Change
▲▼
Carvana Co.CL A(CVNA)724,4413,403,185+2,678,744$227.75M$224.00M23.24%-$3.75M
Maplebear Inc.(CART)1,383,7511,476,191+92,440$51.84M$69.90M7.25%+$18.06M
Credit Acceptance Corporation(CACC)116,371106,131-10,240$49.28M$67.58M7.01%+$18.30M
GoDaddy Inc.CL A(GDDY)745,219762,469+17,250$61.61M$64.72M6.72%+$3.11M
Expedia Group, Inc.(EXPE)217,752250,372+32,620$50.28M$64.07M6.65%+$13.79M
Wayfair Inc.CL A(W)638,592623,772-14,820$48.03M$57.65M5.98%+$9.62M
Somnigroup International Inc.(SGI)609,825687,425+77,600$45.08M$53.89M5.59%+$8.82M
Shift4 Payments, Inc.CL A(FOUR)854,2301,047,530+193,300$37.36M$50.95M5.29%+$13.60M
SharkNinja, Inc.(SN)148,163260,013+111,850$15.69M$39.59M4.11%+$23.90M
FTAI Aviation Ltd.SHS(FTAI)7,500139,960+132,460$1.84M$37.86M3.93%+$36.03M
Sunbelt Rentals Holdings, Inc.SHS(SUNB)733,943410,889-323,054$47.77M$30.74M3.19%-$17.03M
Gildan Activewear Inc.(GIL)300,747574,007+273,260$16.74M$29.62M3.07%+$12.88M
Core & Main, Inc.CL A(CNM)753,979582,813-171,166$37.25M$28.12M2.92%-$9.13M
TransDigm Group Incorporated(TDG)18,01220,482+2,470$20.88M$27.28M2.83%+$6.41M
Visa Inc.CL A(V)43,66069,990+26,330$13.20M$24.01M2.49%+$10.82M
Ingersoll Rand Inc.(IR)308,411261,554-46,857$24.71M$21.44M2.23%-$3.27M
Zebra Technologies CorporationCL A(ZBRA)45,29975,079+29,780$9.47M$19.77M2.05%+$10.29M
Apollo Global Management, Inc.(APO)257,371118,461-138,910$28.68M$14.02M1.45%-$14.66M
TE Connectivity plc(TEL)056,800+56,800$0$11.45M1.19%+$11.45M
S&P Global Inc.(SPGI)24,09023,830-260$10.25M$9.71M1.01%-$541.4K
CarGurus, Inc.CL A(CARG)171,838218,678+46,840$5.85M$7.45M0.77%+$1.60M
Intercontinental Exchange, Inc.(ICE)058,450+58,450$0$7.20M0.75%+$7.20M
QXO, Inc.(QXO)67,610157,180+89,570$1.31M$2.72M0.28%+$1.40M
Aptiv PLC(APTV)678,9230-678,923$47.14M$0—-$47.14M
The Cooper Companies, Inc.(COO)116,9400-116,940$8.36M$0—-$8.36M
DICK'S Sporting Goods, Inc.(DKS)126,7700-126,770$25.14M$0—-$25.14M
DraftKings Inc.CL A(DKNG)122,3600-122,360$2.65M$0—-$2.65M
Gartner, Inc.(IT)59,3830-59,383$9.40M$0—-$9.40M
Klaviyo, Inc.COM SER A(KVYO)293,0590-293,059$5.70M$0—-$5.70M
Unity Software Inc.(U)154,4600-154,460$3.39M$0—-$3.39M
Veeva Systems Inc.CL A(VEEV)35,7000-35,700$6.27M$0—-$6.27M
Page 1 of 1
GOODNOW INVESTMENT GROUP, LLC — 13F Holdings — Q2 2026 | TickerTrail