Goodnow Investment Group, LLC holds a focused book of 29 stocks worth $912.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Expedia Group Inc. Their largest long position is Carvana Co at 25% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Goodnow Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 31 / 29 | $89.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 31 / 29 | $69.5B |
| STATE STREET CORP | 31 / 29 | $54.8B |
| FMR LLC | 31 / 29 | $34.3B |
| GEODE CAPITAL MANAGEMENT, LLC | 31 / 29 | $31.4B |
| MORGAN STANLEY | 31 / 29 | $26.2B |
| BANK OF AMERICA CORP /DE/ | 31 / 29 | $13.9B |
| JPMORGAN CHASE & CO | 31 / 29 | $12.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Goodnow Investment Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Carvana Co CL A | $227.7M | 724.4K | 24.9% | ▲+2.0% Added · +14K sh | |
| 2 | Godaddy Inc CL A | $61.6M | 745.2K | 6.7% | ▲+0.5% Added · +3K sh | |
| 3 | Maplebear Inc COM | $51.8M | 1.38M | 5.7% | ▲+0.4% Added · +6K sh | |
| 4 | Expedia Group Inc COM NEW | $50.3M | 217.8K | 5.5% | ▼−17% Reduced · −45K sh | |
| 5 | Credit Accep Corp Mich COM | $49.3M | 116.4K | 5.4% | ▼−0.3% Reduced · −420 sh | |
| 6 | Wayfair Inc CL A | $48.0M | 638.6K | 5.3% | ▲+0.9% Added · +6K sh | |
| 7 | Sunbelt Rentals Holdings Inc SHS | $47.8M | 733.9K | 5.2% | ▲New New position | |
| 8 | Aptiv PLC COM SHS | $47.1M | 678.9K | 5.2% | ▼−9.8% Reduced · −73K sh | |
| 9 | Somnigroup International Inc COM | $45.1M | 609.8K | 4.9% | ▼−4.7% Reduced · −30K sh | |
| 10 | Shift4 PMTS Inc CL A | $37.4M | 854.2K | 4.1% | ▲+0.3% Added · +3K sh | |
| 11 | Core & Main Inc CL A | $37.2M | 754.0K | 4.1% | ▼−0.9% Reduced · −7K sh | |
| 12 | Apollo Global Mgmt Inc COM | $28.7M | 257.4K | 3.1% | ▲+0.6% Added · +2K sh | |
| 13 | Dicks Sporting Goods Inc COM | $25.1M | 126.8K | 2.8% | ▲New New position | |
| 14 | Ingersoll Rand Inc COM | $24.7M | 308.4K | 2.7% | ▼−10% Reduced · −35K sh | |
| 15 | Transdigm Group Inc COM | $20.9M | 18.0K | 2.3% | ▲+17% Added · +3K sh | |
| 16 | Gildan Activewear Inc COM | $16.7M | 300.7K | 1.8% | ▼−13% Reduced · −43K sh | |
| 17 | Sharkninja Inc COM SHS | $15.7M | 148.2K | 1.7% | ▲+0.4% Added · +620 sh | |
| 18 | Visa Inc COM CL A | $13.2M | 43.7K | 1.4% | ▲New New position | |
| 19 | S&P Global Inc COM | $10.2M | 24.1K | 1.1% | ▲New New position | |
| 20 | Zebra Technologies Corporati CL A | $9.5M | 45.3K | 1.0% | ▲+54% Added · +16K sh | |
| 21 | Gartner Inc COM | $9.4M | 59.4K | 1.0% | ▲+23% Added · +11K sh | |
| 22 | Cooper Cos Inc COM | $8.4M | 116.9K | 0.9% | ▲New New position | |
| 23 | Veeva Sys Inc CL A COM | $6.3M | 35.7K | 0.7% | ▲New New position | |
| 24 | Cargurus Inc COM CL A | $5.9M | 171.8K | 0.6% | ▲+0.5% Added · +860 sh | |
| 25 | Klaviyo Inc COM SER A | $5.7M | 293.1K | 0.6% | ▼−22% Reduced · −81K sh | |
| 26 | Unity Software Inc COM | $3.4M | 154.5K | 0.4% | ▲New New position | |
| 27 | Draftkings Inc New COM CL A | $2.6M | 122.4K | 0.3% | ▲New New position | |
| 28 | Ftai Aviation Ltd SHS | $1.8M | 7.5K | 0.2% | ▲New New position | |
| 29 | Qxo Inc COM NEW | $1.3M | 67.6K | 0.1% | ▼−1.5% Reduced · −1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1362255/holdings"
Use Arkolith to show GOODNOW INVESTMENT GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.