Institutional Fund
Goodnow Investment Group, LLC
Darien, CTCIK 13622555 filings on record
Portfolio Value
$912.89M
Q1 2026
Holdings
29
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-14.8%
from $1.07B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Carvana Co24.9%
- Godaddy Inc6.7%
- Maplebear Inc5.7%
- Expedia Group Inc5.5%
- Credit Accep Corp Mich5.4%
- Wayfair Inc5.3%
- Other46.5%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 724.4K | $227.75M | 24.9% | +14.3K | Added |
| 2 | Godaddy Inc | 745.2K | $61.61M | 6.7% | +3.5K | Added |
| 3 | Maplebear Inc | 1.38M | $51.84M | 5.7% | +5.9K | Added |
| 4 | Expedia Group Inc | 217.8K | $50.28M | 5.5% | −45.3K | Reduced |
| 5 | Credit Accep Corp Mich | 116.4K | $49.28M | 5.4% | −420 | Reduced |
| 6 | Wayfair Inc | 638.6K | $48.03M | 5.3% | +5.6K | Added |
| 7 | Sunbelt Rentals Holdings Inc | 733.9K | $47.77M | 5.2% | +733.9K | New |
| 8 | Aptiv PLC | 678.9K | $47.14M | 5.2% | −73.4K | Reduced |
| 9 | Somnigroup International Inc | 609.8K | $45.08M | 4.9% | −30.1K | Reduced |
| 10 | Shift4 Pmts Inc | 854.2K | $37.36M | 4.1% | +3.0K | Added |
19 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio