GOODNOW INVESTMENT GROUP, LLC
CIK 0001362255 · DARIEN, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$963.7M
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
75.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CVNA
CARVANA CO
23.2%
CART
MAPLEBEAR INC
7.3%
CACC
CREDIT ACCEP CORP MICH
7.0%
GDDY
GODADDY INC
6.7%
EXPE
EXPEDIA GROUP INC
6.6%
W
WAYFAIR INC
6.0%
SGI
SOMNIGROUP INTERNATIONAL INC
5.6%
FOUR
SHIFT4 PMTS INC
5.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.