StockDriftsStockDriftsTop 28 Goodnow Investment Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 24.95% | 724.4K | $227.7M | +2.02%(+14.35K) | $96.62(-30.48%) | 2026-03-31 | |
| GDDY | GODADDY INC | 6.75% | 745.2K | $61.6M | +0.47%(+3.47K) | $77.50(+12.48%) | 2026-03-31 | |
| CART | MAPLEBEAR INC | 5.68% | 1.38M | $51.8M | +0.43%(+5.87K) | $41.45(-4.20%) | 2026-03-31 | |
| EXPE | EXPEDIA GROUP INC | 5.51% | 217.8K | $50.3M | -17.23%(-45.32K) | $138.80(+56.87%) | 2026-03-31 | |
| CACC | CREDIT ACCEP CORP MICH | 5.4% | 116.4K | $49.3M | -0.36%(-420) | $456.79(+19.93%) | 2026-03-31 | |
| W | WAYFAIR INC | 5.26% | 638.6K | $48.0M | +0.89%(+5.64K) | $65.84(-11.57%) | 2026-03-31 | |
| APTV | APTIV PLC | 5.16% | 678.9K | $47.1M | -9.76%(-73.44K) | $77.02(-29.45%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 4.94% | 609.8K | $45.1M | -4.70%(-30.07K) | $44.32(+41.42%) | 2026-03-31 | |
| FOUR | SHIFT4 PMTS INC | 4.09% | 854.2K | $37.4M | +0.36%(+3.03K) | $75.75(-44.53%) | 2026-03-31 | |
| CNM | CORE & MAIN INC | 4.08% | 754.0K | $37.2M | -0.90%(-6.86K) | $49.57(-5.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.29% | +69.77% |
| Top 20 Holdings Unweighted | +15.23% | +53.01% |
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