Goodnow Investment Group, LLC
Net seller this quarter
$964M
23
-$41.3M
75.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $224M | 23.24% | Not reported | -6.1% | Q2 2017 |
 CART | $69.9M | 7.25% | 0.63% | +6.7% | Q2 2025 |
 CACC | $67.6M | 7.01% | 1.02% | -8.8% | Q2 2013 |
 GDDY | $64.7M | 6.72% | 0.60% | +2.3% | Q3 2019 |
 EXPE | $64.1M | 6.65% | 0.22% | +15.0% | Q1 2024 |
 W | $57.6M | 5.98% | Not reported | -2.3% | Q4 2016 |
 SGI | $53.9M | 5.59% | 0.33% | +12.7% | Q3 2023 |
 FOUR | $51M | 5.29% | 1.32% | +22.6% | Q1 2024 |
 SN | $39.6M | 4.11% | 0.18% | +75.5% | Q4 2025 |
 FTAI | $37.9M | 3.93% | 0.14% | +1766.1% | Q1 2026 |
 SUNB | $30.7M | 3.19% | 0.10% | -44.0% | Q1 2026 |
 GIL | $29.6M | 3.07% | 0.31% | +90.9% | Q3 2023 |
 CNM | $28.1M | 2.92% | Not reported | -22.7% | Q4 2024 |
 TDG | $27.3M | 2.83% | 0.04% | +13.7% | Q1 2019 |
 V | $24M | 2.49% | 0.00% | +60.3% | Q1 2026 |
 IR | $21.4M | 2.23% | 0.07% | -15.2% | Q1 2020 |
 ZBRA | $19.8M | 2.05% | 0.16% | +65.7% | Q2 2014 |
 APO | $14M | 1.45% | 0.02% | -54.0% | Q1 2023 |
 TEL | $11.5M | 1.19% | 0.02% | Not reported | Q4 2018 |
 SPGI | $9.71M | 1.01% | 0.01% | -1.1% | Q1 2026 |
 CARG | $7.45M | 0.77% | Not reported | +27.3% | Q3 2023 |
 ICE | $7.2M | 0.75% | 0.01% | Not reported | Q4 2023 |
 QXO | $2.72M | 0.28% | 0.02% | +132.5% | Q2 2025 |
| Q1 2026 | |||||
| CVNA | $228M | 24.95% | Not reported | +2.0% | Q2 2017 |
| GDDY | $61.6M | 6.75% | 0.56% | +0.5% | Q3 2019 |
| CART | $51.8M | 5.68% | 0.58% | +0.4% | Q2 2025 |
| EXPE | $50.3M | 5.51% | 0.19% | -17.2% | Q1 2024 |
| CACC | $49.3M | 5.40% | 1.12% | -0.4% | Q2 2013 |
| W | $48M | 5.26% | Not reported | +0.9% | Q4 2016 |
| SUNB | $47.8M | 5.23% | 0.18% | New | Q1 2026 |
 APTV | $47.1M | 5.16% | 0.32% | -9.8% | Q1 2018 |
| SGI | $45.1M | 4.94% | 0.29% | -4.7% | Q3 2023 |
| FOUR | $37.4M | 4.09% | 1.05% | +0.4% | Q1 2024 |
| CNM | $37.2M | 4.08% | Not reported | -0.9% | Q4 2024 |
| APO | $28.7M | 3.14% | 0.04% | +0.6% | Q1 2023 |
 DKS | $25.1M | 2.75% | 0.14% | New | Q1 2026 |
| IR | $24.7M | 2.71% | 0.08% | -10.3% | Q1 2020 |
| TDG | $20.9M | 2.29% | 0.03% | +16.6% | Q1 2019 |
| GIL | $16.7M | 1.83% | 0.16% | -12.6% | Q3 2023 |
| SN | $15.7M | 1.72% | 0.10% | +0.4% | Q4 2025 |
| V | $13.2M | 1.45% | 0.00% | New | Q1 2026 |
| SPGI | $10.2M | 1.12% | 0.01% | New | Q1 2026 |
| ZBRA | $9.47M | 1.04% | 0.09% | +53.6% | Q2 2014 |
 IT | $9.4M | 1.03% | 0.08% | +22.7% | Q1 2020 |
 COO | $8.36M | 0.92% | 0.06% | New | Q1 2026 |
 VEEV | $6.27M | 0.69% | 0.02% | New | Q1 2026 |
| CARG | $5.85M | 0.64% | Not reported | +0.5% | Q3 2023 |
 KVYO | $5.7M | 0.62% | Not reported | -21.8% | Q2 2025 |
 U | $3.39M | 0.37% | 0.04% | New | Q1 2026 |
 DKNG | $2.65M | 0.29% | Not reported | Not reported | Q2 2025 |
| FTAI | $1.84M | 0.20% | 0.01% | New | Q1 2026 |
| QXO | $1.31M | 0.14% | 0.01% | -1.5% | Q2 2025 |
| Q4 2025 | |||||
| CVNA | $300M | 27.96% | Not reported | +9.0% | Q2 2017 |
| GDDY | $92M | 8.59% | 0.55% | +1.7% | Q3 2019 |
| EXPE | $74.5M | 6.95% | 0.22% | -23.7% | Q1 2024 |
| W | $63.6M | 5.93% | Not reported | -2.6% | Q4 2016 |
| CART | $62M | 5.78% | 0.57% | +10.6% | Q2 2025 |
| APTV | $57.2M | 5.34% | 0.35% | -1.8% | Q1 2018 |
| SGI | $57.1M | 5.33% | 0.30% | -2.3% | Q3 2023 |
| FOUR | $53.6M | 5.00% | 1.03% | -2.0% | Q1 2024 |
| CACC | $51.8M | 4.83% | 1.09% | -2.4% | Q2 2013 |
| CNM | $39.5M | 3.69% | Not reported | +18.2% | Q4 2024 |
 PYPL | $39.3M | 3.66% | 0.07% | -14.6% | Q3 2015 |
| APO | $37M | 3.45% | 0.04% | -2.2% | Q1 2023 |
| IR | $27.2M | 2.54% | 0.09% | -1.6% | Q1 2020 |
| GIL | $21.5M | 2.00% | 0.19% | -2.1% | Q3 2023 |
| TDG | $20.5M | 1.92% | 0.03% | +7.6% | Q1 2019 |
 YELP | $19.4M | 1.81% | 1.06% | -10.2% | Q2 2017 |
| SN | $16.5M | 1.54% | 0.10% | New | Q4 2025 |
| IT | $12.2M | 1.14% | 0.07% | -1.7% | Q1 2020 |
| KVYO | $12.2M | 1.13% | Not reported | -2.6% | Q2 2025 |
| ZBRA | $7.16M | 0.67% | 0.06% | Not reported | Q2 2014 |
| CARG | $6.56M | 0.61% | Not reported | -2.1% | Q3 2023 |
| QXO | $1.32M | 0.12% | 0.01% | -0.4% | Q2 2025 |
| Q3 2025 | |||||
| CVNA | $246M | 23.51% | Not reported | -13.3% | Q2 2017 |
| GDDY | $99.8M | 9.55% | 0.54% | +4.7% | Q3 2019 |
| EXPE | $73.7M | 7.06% | 0.29% | -15.5% | Q1 2024 |
| FOUR | $67.2M | 6.43% | 1.05% | +1.4% | Q1 2024 |
| APTV | $66M | 6.32% | 0.35% | -1.7% | Q1 2018 |
| W | $58M | 5.55% | Not reported | -3.9% | Q4 2016 |
| CACC | $55.8M | 5.34% | 1.08% | -11.0% | Q2 2013 |
| SGI | $55.2M | 5.29% | 0.31% | -20.4% | Q3 2023 |
| PYPL | $52.8M | 5.05% | 0.08% | +11.2% | Q3 2015 |
| CART | $45.8M | 4.38% | 0.47% | +190.2% | Q2 2025 |
| APO | $34.9M | 3.34% | 0.05% | -3.0% | Q1 2023 |
| CNM | $34.7M | 3.32% | Not reported | +15.0% | Q4 2024 |
| IR | $28.9M | 2.76% | 0.09% | -1.1% | Q1 2020 |
| YELP | $22.1M | 2.12% | 1.14% | -5.4% | Q2 2017 |
 SNX | $20.4M | 1.95% | 0.15% | -65.2% | Q1 2021 |
| GIL | $20.3M | 1.94% | 0.23% | +31.4% | Q3 2023 |
| TDG | $18.9M | 1.81% | 0.03% | +0.1% | Q1 2019 |
| IT | $12.9M | 1.24% | 0.07% | Not reported | Q1 2020 |
 BLND | $11.6M | 1.11% | 1.23% | -2.4% | Q3 2024 |
| KVYO | $10.6M | 1.02% | Not reported | +138.1% | Q2 2025 |
| CARG | $6.5M | 0.62% | Not reported | -2.7% | Q3 2023 |
 HQY | $1.55M | 0.15% | 0.02% | -2.7% | Q1 2025 |
| QXO | $1.31M | 0.13% | 0.01% | +0.2% | Q2 2025 |