GOODNOW INVESTMENT GROUP, LLC
CIK 1362255
13F filing for Q2 2026・No. 2,646
- Holdings
- US$963.73M
- Quarter change
- +US$50.84M
- Entries
- 23
- Net bought (estimate)
- −US$44.57M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 8
- Cut 8
- Added 13
- Corporate actions 0
- Unchanged 0
Largest holdings
23 stocks worth US$963.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CVNACARVANA COCL A | CutSplit 5:1 | 3,403,185 | US$224M | 23.24% |
| CARTMAPLEBEAR INCCOM | Added | 1,476,191 | US$69.9M | 7.25% |
| CACCCREDIT ACCEP CORP MICHCOM | Cut | 106,131 | US$67.58M | 7.01% |
| GDDYGODADDY INCCL A | Added | 762,469 | US$64.72M | 6.72% |
| EXPEEXPEDIA GROUP INCCOM NEW | Added | 250,372 | US$64.07M | 6.65% |
| WWAYFAIR INCCL A | Cut | 623,772 | US$57.65M | 5.98% |
| SGISOMNIGROUP INTERNATIONAL INCCOM | Added | 687,425 | US$53.89M | 5.59% |
| FOURSHIFT4 PMTS INCCL A | Added | 1,047,530 | US$50.95M | 5.29% |
| SNSHARKNINJA INCCOM SHS | Added | 260,013 | US$39.59M | 4.11% |
| FTAIFTAI AVIATION LTDSHS | Added | 139,960 | US$37.86M | 3.93% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.