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.
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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.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.