Holdings of GOODNOW INVESTMENT GROUP, LLC
25 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 78.9 % of the equity sleeve
Sector breakdown
- Consumer discretionary 33.4 %
- Industrials 14.1 %
- Financials 6.3 %
- Technology 0.8 %
- Unattributed 45.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 25 | 831.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Carvana Co | 724,441 | 227.7M $ | |
| 2 | GoDaddy Inc | 745,219 | 61.6M $ | |
| 3 | Maplebear Inc | 1,383,751 | 51.8M $ | |
| 4 | Expedia Group Inc | 217,752 | 50.3M $ | |
| 5 | Credit Acceptance Corp | 116,371 | 49.3M $ | |
| 6 | Wayfair Inc | 638,592 | 48M $ | |
| 7 | Sunbelt Rentals Holdings Inc | 733,943 | 47.8M $ | |
| 8 | Somnigroup International Inc | 609,825 | 45.1M $ | |
| 9 | Shift4 Payments Inc | 854,230 | 37.4M $ | |
| 10 | Core & Main Inc | 753,979 | 37.2M $ | |
| 11 | Apollo Global Management Inc | 257,371 | 28.7M $ | |
| 12 | Dick's Sporting Goods Inc | 126,770 | 25.1M $ | |
| 13 | Ingersoll Rand Inc | 308,411 | 24.7M $ | |
| 14 | TransDigm Group Inc | 18,012 | 20.9M $ | |
| 15 | Visa Inc | 43,660 | 13.2M $ | |
| 16 | S&P Global Inc | 24,090 | 10.2M $ | |
| 17 | Zebra Technologies Corp | 45,299 | 9.5M $ | |
| 18 | Gartner Inc | 59,383 | 9.4M $ | |
| 19 | Cooper Cos Inc/The | 116,940 | 8.4M $ | |
| 20 | Veeva Systems Inc | 35,700 | 6.3M $ | |
| 21 | Cargurus Inc | 171,838 | 5.9M $ | |
| 22 | Klaviyo Inc | 293,059 | 5.7M $ | |
| 23 | Unity Software Inc | 154,460 | 3.4M $ | |
| 24 | DraftKings Inc | 122,360 | 2.6M $ | |
| 25 | QXO Inc | 67,610 | 1.3M $ |