The Analysis of GOODNOW INVESTMENT GROUP, LLC's Holdings


Currently, GOODNOW INVESTMENT GROUP, LLC holds 22 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in CVNA (+58.8K shares, valued at $24.8M), SN (+147.5K shares, valued at $16.5M), ZBRA (+29.5K shares, valued at $7.2M); decreased their positions in EXPE (-81.8K shares, valued at $23.2M), PYPL (-114.6K shares, valued at $6.7M), YELP (-72.6K shares, valued at $2.2M); initiated new positions in SN (+147.5K shares, valued at $16.5M), ZBRA (+29.5K shares, valued at $7.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CVNA CARVANA CO710.1K shares9.03%2025-12-312026-02-17history
GDDY GODADDY INC741.7K shares1.74%2025-12-312026-02-17history
EXPE EXPEDIA GROUP INC263.1K shares-23.73%2025-12-312026-02-17history
W WAYFAIR INC633.0K shares-2.57%2025-12-312026-02-17history
CART MAPLEBEAR INC1.4M shares10.57%2025-12-312026-02-17history
APTIV PLC APTIV PLC752.4K shares-1.78%2025-12-312026-02-17history
SGI SOMNIGROUP INTERNATIONAL INC639.9K shares-2.28%2025-12-312026-02-17history
FOUR SHIFT4 PMTS INC851.2K shares-1.95%2025-12-312026-02-17history
Sponsored
CACC CREDIT ACCEP CORP MICH116.8K shares-2.35%2025-12-312026-02-17history
CNM CORE & MAIN INC760.8K shares18.19%2025-12-312026-02-17history
PYPL PAYPAL HLDGS INC672.6K shares-14.56%2025-12-312026-02-17history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC255.8K shares-2.20%2025-12-312026-02-17history
IR INGERSOLL RAND INC343.8K shares-1.62%2025-12-312026-02-17history
GIL GILDAN ACTIVEWEAR INC343.9K shares-2.08%2025-12-312026-02-17history
TDG TRANSDIGM GROUP INC15.4K shares7.63%2025-12-312026-02-17history
YELP YELP INC637.2K shares-10.22%2025-12-312026-02-17history
Sponsored
SN SHARKNINJA INC147.5K sharesnew addition2025-12-312026-02-17history
IT GARTNER INC48.4K shares-1.72%2025-12-312026-02-17history
KVYO KLAVIYO INC374.5K shares-2.55%2025-12-312026-02-17history
ZBRA ZEBRA TECHNOLOGIES CORPORATI29.5K sharesnew addition2025-12-312026-02-17history
CARG CARGURUS INC171.0K shares-2.10%2025-12-312026-02-17history
QXO QXO INC68.6K shares-0.44%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available