13F HOLDINGS REPORT
GOODNOW INVESTMENT GROUP, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-000987
Total Value
$1.07B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 710,091 | $299.7M | 27.96% |
| 2 | GODADDY INC | GDDY | 741,749 | $92.0M | 8.59% |
| 3 | EXPEDIA GROUP INC | EXPE | 263,071 | $74.5M | 6.95% |
| 4 | WAYFAIR INC | W | 632,952 | $63.6M | 5.93% |
| 5 | MAPLEBEAR INC | CART | 1,377,881 | $62.0M | 5.78% |
| 6 | APTIV PLC | APTV | 752,363 | $57.2M | 5.34% |
| 7 | SOMNIGROUP INTERNATIONAL INC | SGI | 639,895 | $57.1M | 5.33% |
| 8 | SHIFT4 PMTS INC | 82452J109 | 851,200 | $53.6M | 5.00% |
| 9 | CREDIT ACCEP CORP MICH | 225310101 | 116,791 | $51.8M | 4.83% |
| 10 | CORE & MAIN INC | CNM | 760,839 | $39.5M | 3.69% |
| 11 | PAYPAL HLDGS INC | PYPL | 672,559 | $39.3M | 3.66% |
| 12 | APOLLO GLOBAL MGMT INC | 03769M106 | 255,821 | $37.0M | 3.45% |
| 13 | INGERSOLL RAND INC | IR | 343,778 | $27.2M | 2.54% |
| 14 | GILDAN ACTIVEWEAR INC | GIL | 343,927 | $21.5M | 2.00% |
| 15 | TRANSDIGM GROUP INC | TDG | 15,442 | $20.5M | 1.92% |
| 16 | YELP INC | YELP | 637,180 | $19.4M | 1.81% |
| 17 | SHARKNINJA INC | SN | 147,543 | $16.5M | 1.54% |
| 18 | GARTNER INC | IT | 48,383 | $12.2M | 1.14% |
| 19 | KLAVIYO INC | KVYO | 374,549 | $12.2M | 1.13% |
| 20 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 29,489 | $7.2M | 0.67% |
| 21 | CARGURUS INC | CARG | 170,978 | $6.6M | 0.61% |
| 22 | QXO INC | QXO-PB | 68,620 | $1.3M | 0.12% |