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The Analysis of GOODNOW INVESTMENT GROUP, LLC's Holdings & P&L

Currently, GOODNOW INVESTMENT GROUP, LLC holds 29 types of securities in its portfolio with a total value $912.9M. In the most recent quarter, they have increased their positions in N/A (+733.9K shares, valued at $47.8M), DKS (+126.8K shares, valued at $25.1M), V (+43.7K shares, valued at $13.2M); decreased their positions in EXPE (-45.3K shares, valued at $10.5M), N/A (-73.4K shares, valued at $5.1M), IR (-35.4K shares, valued at $2.8M); initiated new positions in N/A (+733.9K shares, valued at $47.8M), DKS (+126.8K shares, valued at $25.1M), V (+43.7K shares, valued at $13.2M).

1M P&L

-1.2B-60.65%

3M P&L

-998.7M-55.68%

HY P&L

-1.0B-56.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Auto & Truck Dealerships306.2M

31.3%

2Software - Infrastructure157.8M

16.1%

3Internet Retail125.5M

12.8%

Top Industries by Stock Count

1Software - Infrastructure3 stocks

15.0%

2Auto & Truck Dealerships2 stocks

10.0%

3Credit Services2 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CVNA CARVANA CO724.4K shares2.02%2026-03-312026-05-15

GDDY GODADDY INC745.2K shares0.47%2026-03-312026-05-15

CART MAPLEBEAR INC1.4M shares0.43%2026-03-312026-05-15

EXPE EXPEDIA GROUP INC217.8K shares-17.23%2026-03-312026-05-15

CACC CREDIT ACCEP CORP MICH116.4K shares-0.36%2026-03-312026-05-15

W WAYFAIR INC638.6K shares0.89%2026-03-312026-05-15

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC733.9K sharesnew addition2026-03-312026-05-15

APTIV PLC APTIV PLC678.9K shares-9.76%2026-03-312026-05-15

Sponsored

SGI SOMNIGROUP INTERNATIONAL INC609.8K shares-4.70%2026-03-312026-05-15

FOUR SHIFT4 PMTS INC854.2K shares0.36%2026-03-312026-05-15

CNM CORE & MAIN INC754.0K shares-0.90%2026-03-312026-05-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC257.4K shares0.61%2026-03-312026-05-15

DKS DICKS SPORTING GOODS INC126.8K sharesnew addition2026-03-312026-05-15

IR INGERSOLL RAND INC308.4K shares-10.29%2026-03-312026-05-15

TDG TRANSDIGM GROUP INC18.0K shares16.64%2026-03-312026-05-15

GIL GILDAN ACTIVEWEAR INC300.7K shares-12.55%2026-03-312026-05-15

Sponsored

SN SHARKNINJA INC148.2K shares0.42%2026-03-312026-05-15

V VISA INC43.7K sharesnew addition2026-03-312026-05-15

SPGI S&P GLOBAL INC24.1K sharesnew addition2026-03-312026-05-15

ZBRA ZEBRA TECHNOLOGIES CORPORATI45.3K shares53.61%2026-03-312026-05-15

IT GARTNER INC59.4K shares22.74%2026-03-312026-05-15

COOPER COS INC COOPER COS INC116.9K sharesnew addition2026-03-312026-05-15

VEEV VEEVA SYS INC35.7K sharesnew addition2026-03-312026-05-15

CARG CARGURUS INC171.8K shares0.50%2026-03-312026-05-15

Sponsored

KVYO KLAVIYO INC293.1K shares-21.76%2026-03-312026-05-15

U UNITY SOFTWARE INC154.5K sharesnew addition2026-03-312026-05-15

DRAFTKINGS INC NEW DRAFTKINGS INC NEW122.4K sharesnew addition2026-03-312026-05-15

FTAI AVIATION LTD FTAI AVIATION LTD7.5K sharesnew addition2026-03-312026-05-15

QXO QXO INC67.6K shares-1.47%2026-03-312026-05-15

CVNA

CARVANA CO

2.02%

Shares724.4K

Event2026-03-31

Filed2026-05-15

GDDY

GODADDY INC

0.47%

Shares745.2K

Event2026-03-31

Filed2026-05-15

CART

MAPLEBEAR INC

0.43%

Shares1.4M

Event2026-03-31

Filed2026-05-15

EXPE

EXPEDIA GROUP INC

-17.23%

Shares217.8K

Event2026-03-31

Filed2026-05-15

CACC

CREDIT ACCEP CORP MICH

-0.36%

Shares116.4K

Event2026-03-31

Filed2026-05-15

WAYFAIR INC

0.89%

Shares638.6K

Event2026-03-31

Filed2026-05-15

SUNBELT RENTALS HOLDINGS INC

New

Shares733.9K

Event2026-03-31

Filed2026-05-15

APTIV PLC

-9.76%

Shares678.9K

Event2026-03-31

Filed2026-05-15

SGI

SOMNIGROUP INTERNATIONAL INC

-4.70%

Shares609.8K

Event2026-03-31

Filed2026-05-15

FOUR

SHIFT4 PMTS INC

0.36%

Shares854.2K

Event2026-03-31

Filed2026-05-15

CNM

CORE & MAIN INC

-0.90%

Shares754.0K

Event2026-03-31

Filed2026-05-15

APOLLO GLOBAL MGMT INC

0.61%

Shares257.4K

Event2026-03-31

Filed2026-05-15

DKS

DICKS SPORTING GOODS INC

New

Shares126.8K

Event2026-03-31

Filed2026-05-15

INGERSOLL RAND INC

-10.29%

Shares308.4K

Event2026-03-31

Filed2026-05-15

TDG

TRANSDIGM GROUP INC

16.64%

Shares18.0K

Event2026-03-31

Filed2026-05-15

GIL

GILDAN ACTIVEWEAR INC

-12.55%

Shares300.7K

Event2026-03-31

Filed2026-05-15

SHARKNINJA INC

0.42%

Shares148.2K

Event2026-03-31

Filed2026-05-15

VISA INC

New

Shares43.7K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

New

Shares24.1K

Event2026-03-31

Filed2026-05-15

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

53.61%

Shares45.3K

Event2026-03-31

Filed2026-05-15

GARTNER INC

22.74%

Shares59.4K

Event2026-03-31

Filed2026-05-15

COOPER COS INC

New

Shares116.9K

Event2026-03-31

Filed2026-05-15

VEEV

VEEVA SYS INC

New

Shares35.7K

Event2026-03-31

Filed2026-05-15

CARG

CARGURUS INC

0.50%

Shares171.8K

Event2026-03-31

Filed2026-05-15

KVYO

KLAVIYO INC

-21.76%

Shares293.1K

Event2026-03-31

Filed2026-05-15

UNITY SOFTWARE INC

New

Shares154.5K

Event2026-03-31

Filed2026-05-15

DRAFTKINGS INC NEW

New

Shares122.4K

Event2026-03-31

Filed2026-05-15

FTAI AVIATION LTD

New

Shares7.5K

Event2026-03-31

Filed2026-05-15

QXO

QXO INC

-1.47%

Shares67.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available