GOODNOW INVESTMENT GROUP, LLC

Darien, CT · CIK 1362255 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2006 · limited liability company

Assets managed$1.1bn
Staff8 · 4 in investment roles
Main clients (by assets)Private funds 98%, Companies 2%
Private funds5 (5 hedge) · $1.1bn gross assets
Websitegoodnow.com
Form ADV · 2026-03-03SEC adviser record

Legal entityGOODNOW INVESTMENT GROUP LLC (US)

Kindhedge funds
Others nearbyDarien, CT

As an employer

Offices in1 country
Private fundshedge 5

$963.7m reported value +5.6% vs Q1 2026

23positions

75.8%in top 10

2 new 13 added 8 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CARVANA CO CL A CVNA	CVNA	3,403,185	$224.0m23.24%	23.24%	Reduced -219.0k	-219,020 -6.0%
2	MAPLEBEAR INC COM CART	CART	1,476,191	$69.9m7.25%	7.25%	Added +92.4k	+92,440 6.7%
3	CREDIT ACCEP CORP MICH COM CACC	CACC	106,131	$67.6m7.01%	7.01%	Reduced -10.2k	-10,240 -8.8%
4	GODADDY INC CL A GDDY	GDDY	762,469	$64.7m6.72%	6.72%	Added +17.2k	+17,250 2.3%
5	EXPEDIA GROUP INC COM NEW EXPE	EXPE	250,372	$64.1m6.65%	6.65%	Added +32.6k	+32,620 15.0%
6	WAYFAIR INC CL A W	W	623,772	$57.6m5.98%	5.98%	Reduced -14.8k	-14,820 -2.3%
7	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	687,425	$53.9m5.59%	5.59%	Added +77.6k	+77,600 12.7%
8	SHIFT4 PMTS INC CL A FOUR	FOUR	1,047,530	$51.0m5.29%	5.29%	Added +193.3k	+193,300 22.6%
9	SHARKNINJA INC COM SHS SN	SN	260,013	$39.6m4.11%	4.11%	Added +111.8k	+111,850 75.5%
10	FTAI AVIATION LTD SHS FTAI	FTAI	139,960	$37.9m3.93%	3.93%	Added +132.5k	+132,460 1766.1%
11	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	410,889	$30.7m3.19%	3.19%	Reduced -323.1k	-323,054 -44.0%
12	GILDAN ACTIVEWEAR INC COM GIL	GIL	574,007	$29.6m3.07%	3.07%	Added +273.3k	+273,260 90.9%
13	CORE & MAIN INC CL A CNM	CNM	582,813	$28.1m2.92%	2.92%	Reduced -171.2k	-171,166 -22.7%
14	TRANSDIGM GROUP INC COM TDG	TDG	20,482	$27.3m2.83%	2.83%	Added +2.5k	+2,470 13.7%
15	VISA INC COM CL A V	V	69,990	$24.0m2.49%	2.49%	Added +26.3k	+26,330 60.3%
16	INGERSOLL RAND INC COM IR	IR	261,554	$21.4m2.23%	2.23%	Reduced -46.9k	-46,857 -15.2%
17	ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA	ZBRA	75,079	$19.8m2.05%	2.05%	Added +29.8k	+29,780 65.7%
18	APOLLO GLOBAL MGMT INC COM APO	APO	118,461	$14.0m1.45%	1.45%	Reduced -138.9k	-138,910 -54.0%
19	TE CONNECTIVITY PLC ORD SHS TEL	TEL	56,800	$11.5m1.19%	1.19%	New
20	S&P GLOBAL INC COM SPGI	SPGI	23,830	$9.7m1.01%	1.01%	Reduced -260	-260 -1.1%
21	CARGURUS INC COM CL A CARG	CARG	218,678	$7.5m0.77%	0.77%	Added +46.8k	+46,840 27.3%
22	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	58,450	$7.2m0.75%	0.75%	New
23	QXO INC COM NEW QXO	QXO	157,180	$2.7m0.28%	0.28%	Added +89.6k	+89,570 132.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
APTIV PLC APTV	APTV	678,923	$47.1m678.9k shares
DICKS SPORTING GOODS INC DKS	DKS	126,770	$25.1m126.8k shares
GARTNER INC IT	IT	59,383	$9.4m59.4k shares
COOPER COS INC COO	COO	116,940	$8.4m116.9k shares
VEEVA SYS INC VEEV	VEEV	35,700	$6.3m35.7k shares
KLAVIYO INC KVYO	KVYO	293,059	$5.7m293.1k shares
UNITY SOFTWARE INC U	U	154,460	$3.4m154.5k shares
DRAFTKINGS INC NEW DKNG	DKNG	122,360	$2.6m122.4k shares