DOSSIER · 13F-HR · Q1 2026

GOODNOW INVESTMENT GROUP, LLC

GOODNOW INVESTMENT's hedge fund based in Greenwich, CT $913M in tracked AUM across 29 positions as of Q1 2026.

GI
GOODNOW INVESTMENT·Greenwich, CT·Hedge Fund
CIK 0001362255 · last filed Mar 31, 2026
Total AUM
$913M
3.9%
vs prior
Holdings
29
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Goodnow Investment Group, LLC SEC 13F Filing
1. Portfolio Overview

Goodnow Investment Group, LLC reported a significant contraction in portfolio assets during the quarter ending September 30, 2025. The total portfolio value decreased by 51.8%, dropping from $1.07 billion to $516.93 million. This reduction is not solely attributable to market performance but is largely driven by substantial capital deployment, as evidenced by the exit from 10 positions ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CVNA
CARVANA CO
$228M724K24.9%
02
GDDY
GODADDY INC
$62M745K6.7%
03
CART
MAPLEBEAR INC
$52M1.4M5.7%
04
EXPE
EXPEDIA GROUP INC
$50M218K5.5%
05
CACC
CREDIT ACCEP CORP MICH
$49M116K5.4%
06
W
WAYFAIR INC
$48M639K5.3%
07
SUNB
SUNBELT RENTALS HOLDINGS INC
$48M734K5.2%
08
G3265R107
APTIV PLC
$47M679K5.2%
09
SGI
SOMNIGROUP INTERNATIONAL INC
$45M610K4.9%
10
FOUR
SHIFT4 PMTS INC
$37M854K4.1%

Filing history

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