Goodnow Investment Group
Darien, CTfiles as GOODNOW INVESTMENT GROUP, LLC
$964m in 23 US stocks at the end of 30 June 2026. The top 10 are 75.8% of the money. It changed about 19.1% of the portfolio this quarter.
Value
$964m
Stocks
23
Top 10 share
75.8%
Turnover
19.1%
What changed this quarter
New
Bought for the first time this quarter.
- TE ConnectivityTEL1.2% of the fund
- Intercontinental ExchangeICE0.7% of the fund
Added
Bought more of a stock they already held.
- MaplebearCART7.3% of the fund+7%
- GoDaddyGDDY6.7% of the fund+2%
- Expedia GroupEXPE6.6% of the fund+15%
- Somnigroup InternationalSGI5.6% of the fund+13%
- Shift4 PaymentsFOUR5.3% of the fund+23%
- SharkNinjaSN4.1% of the fund+75%
- FTAI AviationFTAI3.9% of the fund+1766%
- Gildan ActivewearGIL3.1% of the fund+91%
- TransDigm GroupTDG2.8% of the fund+14%
- VisaV2.5% of the fund+60%
- Zebra TechnologiesZBRA2.1% of the fund+66%
- CarGurusCARG0.8% of the fund+27%
- QXOQXO0.3% of the fund+132%
Cut
Sold some of their stake.
- CarvanaCVNA23.2% of the fund-6%
- Credit AcceptanceCACC7.0% of the fund-9%
- WayfairW6.0% of the fund-2%
- Sunbelt Rentals HoldingsSUNB3.2% of the fund-44%
- Core & MainCNM2.9% of the fund-23%
- Ingersoll RandIR2.2% of the fund-15%
- Apollo Global ManagementAPO1.5% of the fund-54%
Sold out
Sold their entire stake.
- AptivAPTV-100%
- Dick's Sporting GoodsDKS-100%
- GartnerIT-100%
- Cooper CompaniesCOO-100%
- Veeva SystemsVEEV-100%
- KlaviyoKVYO-100%
- Unity SoftwareU-100%
- DraftKingsDKNG-100%
Holdings
- Gildan ActivewearGIL
- Share
- 3.1%
- Value
- $30m
- Shares
- 574,007
+91%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CarvanaCVNA | 23.2% | $224m | 3,403,185 | -6% |
| MaplebearCART | 7.3% | $70m | 1,476,191 | +7% |
| Credit AcceptanceCACC | 7.0% | $68m | 106,131 | -9% |
| GoDaddyGDDY | 6.7% | $65m | 762,469 | +2% |
| Expedia GroupEXPE | 6.6% | $64m | 250,372 | +15% |
| WayfairW | 6.0% | $58m | 623,772 | -2% |
| Somnigroup InternationalSGI | 5.6% | $54m | 687,425 | +13% |
| Shift4 PaymentsFOUR | 5.3% | $51m | 1,047,530 | +23% |
| SharkNinjaSN | 4.1% | $40m | 260,013 | +75% |
| FTAI AviationFTAI | 3.9% | $38m | 139,960 | +1766% |
| Sunbelt Rentals HoldingsSUNB | 3.2% | $31m | 410,889 | -44% |
| Gildan ActivewearGIL | 3.1% | $30m | 574,007 | +91% |
| Core & MainCNM | 2.9% | $28m | 582,813 | -23% |
| TransDigm GroupTDG | 2.8% | $27m | 20,482 | +14% |
| VisaV | 2.5% | $24m | 69,990 | +60% |
| Ingersoll RandIR | 2.2% | $21m | 261,554 | -15% |
| Zebra TechnologiesZBRA | 2.1% | $20m | 75,079 | +66% |
| Apollo Global ManagementAPO | 1.5% | $14m | 118,461 | -54% |
| TE ConnectivityTEL | 1.2% | $11m | 56,800 | New |
| S&P GlobalSPGI | 1.0% | $10m | 23,830 | Held |
| CarGurusCARG | 0.8% | $7m | 218,678 | +27% |
| Intercontinental ExchangeICE | 0.7% | $7m | 58,450 | New |
| QXOQXO | 0.3% | $3m | 157,180 | +132% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 10.2% since 30 June 2025.
Where the money is
Retail & consumer48.6%
Financial services18.0%
Technology17.8%
Industrials8.3%
Everyday goods7.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.