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GOODNOW INVESTMENT GROUP, LLC

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13F filer, CIK 1362255, Darien, CT

GOODNOW INVESTMENT GROUP, LLC reported $912,885,837 across 29 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 72.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-003156

Period
2026-03-31
Reported value
$913M
Holdings
29
Top 10 weight
72.97%
New
9
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SUNBnew+733,943$47.8M
DKSnew+126,770$25.1M
Vnew+43,660$13.2M
SPGInew+24,090$10.2M
COOnew+116,940$8.36M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PYPLexited-672,559-$39.3M
YELPexited-637,180-$19.4M
EXPEreduced-45,319-$10.5M
APTVreduced-73,440-$5.1M
IRreduced-35,367-$2.83M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000919574-26-003156, largest first. % of portfolio is the value over $912,885,837, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879,987 shares; 2024Q4: 749,607 shares; 2025Q1: 860,553 shares; 2025Q2: 751,033 shares; 2025Q3: 651,263 shares; 2025Q4: 710,091 shares; 2026Q1: 724,441 shares 724,441$228M24.95%+14,350Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846,804 shares; 2024Q4: 784,314 shares; 2025Q1: 700,884 shares; 2025Q2: 696,614 shares; 2025Q3: 729,084 shares; 2025Q4: 741,749 shares; 2026Q1: 745,219 shares 745,219$61.6M6.75%+3,470Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 429,387 shares; 2025Q3: 1,246,158 shares; 2025Q4: 1,377,881 shares; 2026Q1: 1,383,751 shares 1,383,751$51.8M5.68%+5,870Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,270 shares; 2024Q4: 378,720 shares; 2025Q1: 378,180 shares; 2025Q2: 408,190 shares; 2025Q3: 344,910 shares; 2025Q4: 263,071 shares; 2026Q1: 217,752 shares 217,752$50.3M5.51%-45,319Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,501 shares; 2024Q4: 126,811 shares; 2025Q1: 134,311 shares; 2025Q2: 134,311 shares; 2025Q3: 119,601 shares; 2025Q4: 116,791 shares; 2026Q1: 116,371 shares 116,371$49.3M5.4%-420Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,308 shares; 2024Q4: 562,718 shares; 2025Q1: 566,778 shares; 2025Q2: 675,868 shares; 2025Q3: 649,648 shares; 2025Q4: 632,952 shares; 2026Q1: 638,592 shares 638,592$48M5.26%+5,640Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733,943 shares 733,943$47.8M5.23%newTimeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 870,660 shares; 2025Q1: 839,580 shares; 2025Q2: 779,160 shares; 2025Q3: 766,000 shares; 2025Q4: 752,363 shares; 2026Q1: 678,923 shares 678,923$47.1M5.16%-73,440Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845,207 shares; 2024Q4: 831,477 shares; 2025Q1: 831,427 shares; 2025Q2: 822,127 shares; 2025Q3: 654,837 shares; 2025Q4: 639,895 shares; 2026Q1: 609,825 shares 609,825$45.1M4.94%-30,070Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,762 shares; 2024Q4: 669,212 shares; 2025Q1: 807,382 shares; 2025Q2: 856,422 shares; 2025Q3: 868,092 shares; 2025Q4: 851,200 shares; 2026Q1: 854,230 shares 854,230$37.4M4.09%+3,030Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 538,830 shares; 2025Q1: 567,480 shares; 2025Q2: 559,940 shares; 2025Q3: 643,740 shares; 2025Q4: 760,839 shares; 2026Q1: 753,979 shares 753,979$37.2M4.08%-6,860Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,330 shares; 2024Q4: 231,010 shares; 2025Q1: 228,980 shares; 2025Q2: 269,730 shares; 2025Q3: 261,580 shares; 2025Q4: 255,821 shares; 2026Q1: 257,371 shares 257,371$28.7M3.14%+1,550Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,770 shares 126,770$25.1M2.75%newTimeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,966 shares; 2024Q4: 361,346 shares; 2025Q1: 360,216 shares; 2025Q2: 353,456 shares; 2025Q3: 349,426 shares; 2025Q4: 343,778 shares; 2026Q1: 308,411 shares 308,411$24.7M2.71%-35,367Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 16,407 shares; 2025Q1: 14,687 shares; 2025Q2: 14,327 shares; 2025Q3: 14,347 shares; 2025Q4: 15,442 shares; 2026Q1: 18,012 shares 18,012$20.9M2.29%+2,570Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,382 shares; 2024Q4: 363,292 shares; 2025Q1: 270,462 shares; 2025Q2: 267,392 shares; 2025Q3: 351,236 shares; 2025Q4: 343,927 shares; 2026Q1: 300,747 shares 300,747$16.7M1.83%-43,180Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147,543 shares; 2026Q1: 148,163 shares 148,163$15.7M1.72%+620Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,660 shares 43,660$13.2M1.45%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,090 shares 24,090$10.2M1.12%newTimeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,489 shares; 2026Q1: 45,299 shares 45,299$9.47M1.04%+15,810Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,230 shares; 2025Q4: 48,383 shares; 2026Q1: 59,383 shares 59,383$9.4M1.03%+11,000Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,940 shares 116,940$8.36M0.92%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,700 shares 35,700$6.27M0.69%newTimeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,716 shares; 2024Q4: 181,676 shares; 2025Q1: 181,556 shares; 2025Q2: 179,446 shares; 2025Q3: 174,646 shares; 2025Q4: 170,978 shares; 2026Q1: 171,838 shares 171,838$5.85M0.64%+860Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,400 shares; 2025Q3: 384,350 shares; 2025Q4: 374,549 shares; 2026Q1: 293,059 shares 293,059$5.7M0.62%-81,490Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,460 shares 154,460$3.39M0.37%newTimeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357,890 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,360 shares 122,360$2.65M0.29%newTimeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500$1.84M0.2%newTimeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,760 shares; 2025Q3: 68,920 shares; 2025Q4: 68,620 shares; 2026Q1: 67,610 shares 67,610$1.31M0.14%-1,010Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PYPLPAYPAL HLDGS INC672,559$39.3Mshares
YELPYELP INC637,180$19.4Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-003156 base2026-05-15acceptance time not in the bulk data set