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13F-HR filed by GOODNOW INVESTMENT GROUP, LLC

GOODNOW INVESTMENT GROUP, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 23 holding rows worth $963,729,310.

Accession
0000919574-26-005180
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 23 entries on the cover page, a total value of $963,729,310 stated on the cover page (in dollars after the unit check, H1), rows summing to $963,729,310 with VALUE read as dollars as filed, 13F file number 028-11908. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CARVANA CO CL A146869102Stock3,403,185$223,997,637dollars as filed
MAPLEBEAR INC COM565394103Stock1,476,191$69,897,644dollars as filed
CREDIT ACCEP CORP MICH225310101COM106,131$67,577,853dollars as filed
GODADDY INC CL A380237107Stock762,469$64,718,369dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock250,372$64,065,187dollars as filed
WAYFAIR INC94419L101CL A623,772$57,649,008dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock687,425$53,894,120dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock1,047,530$50,951,859dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock260,013$39,592,180dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock139,960$37,863,379dollars as filed
SUNBELT RENTALS HOLDINGS INC SHS866966104Stock410,889$30,738,606dollars as filed
GILDAN ACTIVEWEAR INC COM375916103Stock574,007$29,618,761dollars as filed
CORE & MAIN INC CL A21874C102Stock582,813$28,120,727dollars as filed
TRANSDIGM GROUP INC COM893641100Stock20,482$27,282,843dollars as filed
Visa Inc92826C839COM69,990$24,012,869dollars as filed
INGERSOLL RAND INC COM45687V106Stock261,554$21,444,812dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock75,079$19,765,298dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock118,461$14,015,121dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock56,800$11,451,448dollars as filed
S&P Global,Inc.78409V104COM23,830$9,705,006dollars as filed
CARGURUS INC COM CL A141788109Stock218,678$7,454,733dollars as filed
Intercontinental Exchange,Inc.45866F104COM58,450$7,195,780dollars as filed
QXO INC COM NEW82846H405Stock157,180$2,716,070dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-26-005180this filing2026-08-14acceptance time not in the bulk data set