GOODNOW INVESTMENT GROUP, LLC: 13F holdings
CIK 13622552026Q2
| Positions | 23 |
|---|
| Reported value | $963.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 23 (-6 vs prior quarter) |
|---|
| Reported value | $963.7m (+5.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CVNA CARVANA CO | 3,403,185 | $224.0m | 23.2% |
| CART MAPLEBEAR INC | 1,476,191 | $69.9m | 7.3% |
| CACC CREDIT ACCEP CORP MICH | 106,131 | $67.6m | 7.0% |
| GDDY GODADDY INC | 762,469 | $64.7m | 6.7% |
| EXPE EXPEDIA GROUP INC | 250,372 | $64.1m | 6.6% |
| W WAYFAIR INC | 623,772 | $57.6m | 6.0% |
| SGI SOMNIGROUP INTERNATIONAL INC | 687,425 | $53.9m | 5.6% |
| FOUR SHIFT4 PMTS INC | 1,047,530 | $51.0m | 5.3% |
| SHARKNINJA INC | 260,013 | $39.6m | 4.1% |
| FTAI FTAI AVIATION LTD | 139,960 | $37.9m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1362255")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples