Titelia

Holdings of GOODNOW INVESTMENT GROUP, LLC

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Net assets
-
Positions
25 in 1 countries
Top ten
78.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Carvana Co 724,441227.7M $
2GoDaddy Inc 745,21961.6M $
3Maplebear Inc 1,383,75151.8M $
4Expedia Group Inc 217,75250.3M $
5Credit Acceptance Corp 116,37149.3M $
6Wayfair Inc 638,59248M $
7Sunbelt Rentals Holdings Inc 733,94347.8M $
8SOMNIGROUP INTERNATIONAL INC 609,82545.1M $
9Shift4 Payments Inc 854,23037.4M $
10Core & Main Inc 753,97937.2M $
11Apollo Global Management Inc 257,37128.7M $
12Dick's Sporting Goods Inc 126,77025.1M $
13Ingersoll Rand Inc 308,41124.7M $
14TransDigm Group Inc 18,01220.9M $
15Visa Inc 43,66013.2M $
16S&P Global Inc 24,09010.2M $
17Zebra Technologies Corp 45,2999.5M $
18Gartner Inc 59,3839.4M $
19Cooper Cos Inc/The 116,9408.4M $
20Veeva Systems Inc 35,7006.3M $
21Cargurus Inc 171,8385.9M $
22Klaviyo Inc 293,0595.7M $
23Unity Software Inc 154,4603.4M $
24DraftKings Inc 122,3602.6M $
25QXO Inc 67,6101.3M $

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Sector breakdown

  • Consumer discretionary 27.4 %
  • Industrials 8.7 %
  • Financials 6.3 %
  • Consumer staples 5.4 %
  • Technology 0.8 %
  • Unattributed 51.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States25831.5M $100.00 %
Cite this page

Titelia. "Holdings of GOODNOW INVESTMENT GROUP, LLC". https://titelia.com/en/funds/US13F1362255