StockDriftsStockDriftsTop 22 Goodnow Investment Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 23.24% | 3.40M | $224.0M | -6.05%(-219.02K) | $19.63(+285.13%) | 2026-06-30 | |
| CART | MAPLEBEAR INC | 7.25% | 1.48M | $69.9M | +6.68%(+92.44K) | $41.50(+17.78%) | 2026-06-30 | |
| CACC | CREDIT ACCEP CORP MICH | 7.01% | 106.1K | $67.6M | -8.80%(-10.24K) | $456.79(+28.56%) | 2026-06-30 | |
| GDDY | GODADDY INC | 6.72% | 762.5K | $64.7M | +2.31%(+17.25K) | $77.64(+22.25%) | 2026-06-30 | |
| EXPE | EXPEDIA GROUP INC | 6.65% | 250.4K | $64.1M | +14.98%(+32.62K) | $152.14(+115.31%) | 2026-06-30 | |
| W | WAYFAIR INC | 5.98% | 623.8K | $57.6M | -2.32%(-14.82K) | $65.84(+54.36%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 5.59% | 687.4K | $53.9M | +12.72%(+77.60K) | $47.66(+38.61%) | 2026-06-30 | |
| FOUR | SHIFT4 PMTS INC | 5.29% | 1.05M | $51.0M | +22.63%(+193.30K) | $70.28(-35.45%) | 2026-06-30 | |
| SN | SHARKNINJA INC | 4.11% | 260.0K | $39.6M | +75.49%(+111.85K) | $115.02(+60.93%) | 2026-06-30 | |
| FTAI | FTAI AVIATION LTD | 3.93% | 140.0K | $37.9M | +1766.13%(+132.46K) | $248.11(-6.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.15% | +41.05% | -3.15% | -14.79% |
| Top 20 Holdings Unweighted | +11.85% | +39.93% | +1.21% | +6.19% |
Goodnow Investment Group LLC reports $963.73M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are CVNA (23.2%), CART (7.3%) and CACC (7.0%). The top 20 holdings account for 95.78% of reported assets. Its disclosed equity book has returned +41.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Goodnow Investment Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1362255). View Goodnow Investment Group LLC’s 13F filings on SEC