GOODNOW INVESTMENT GROUP, LLC
13F filer · CIK 1362255 · Darien, CT
Summary
GOODNOW INVESTMENT GROUP, LLC reported $963.73M across 23 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are CVNA (23.2%), CART (7.3%), CACC (7.0%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 14, trimmed 7 and sold out of 8.
Reported value$963.73M
Positions23
Report period2026 Q2
FiledAug 14, 2026
New positions2
Added14
Trimmed7
Sold out8
Top 23 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 23.2%Value $224.00MPrice $63.62Shares 3.40M +369.77%Since Jun 30 -3.34%
Weight 7.3%Value $69.90MPrice $43.49Shares 1.48M +6.68%Since Jun 30 -8.15%
Weight 7.0%Value $67.58MPrice $537.10Shares 106K -8.80%Since Jun 30 -15.65%
Weight 6.7%Value $64.72MPrice $94.06Shares 762K +2.31%Since Jun 30 +10.82%
Weight 6.6%Value $64.07MPrice $266.33Shares 250K +14.98%Since Jun 30 +4.08%
Weight 6.0%Value $57.65MPrice $101.95Shares 624K -2.32%Since Jun 30 +10.31%
Weight 5.6%Value $53.89MPrice $62.26Shares 687K +12.72%Since Jun 30 -20.59%
Weight 5.3%Value $50.95MPrice $37.08Shares 1.05M +22.63%Since Jun 30 -23.77%
Weight 4.1%Value $39.59MPrice $182.44Shares 260K +75.49%Since Jun 30 +19.81%
Weight 3.9%Value $37.86MPrice $168.93Shares 140K +1766.13%Since Jun 30 -37.56%
Weight 3.2%Value $30.74MPrice $73.78Shares 411K -44.02%Since Jun 30 -1.38%
Weight 3.1%Value $29.62MPrice $42.79Shares 574K +90.86%Since Jun 30 -17.07%
Weight 2.9%Value $28.12MPrice $41.66Shares 583K -22.70%Since Jun 30 -13.66%
Weight 2.8%Value $27.28MPrice $1100Shares 20K +13.71%Since Jun 30 -17.44%
Weight 2.5%Value $24.01MPrice $365.88Shares 70K +60.31%Since Jun 30 +6.64%
Weight 2.2%Value $21.44MPrice $76.48Shares 262K -15.19%Since Jun 30 -6.72%
Weight 2.1%Value $19.77MPrice $375.97Shares 75K +65.74%Since Jun 30 +42.81%
Weight 1.5%Value $14.02MPrice $119.00Shares 118K -53.97%Since Jun 30 +0.58%
Weight 1.2%Value $11.45MPrice $212.59Shares 57KSince Jun 30 +5.45%
Weight 1.0%Value $9.71MPrice $392.45Shares 24K -1.08%Since Jun 30 -3.64%
Weight 0.8%Value $7.45MPrice $31.16Shares 219K +27.26%Since Jun 30 -8.59%
Weight 0.7%Value $7.20MPrice $152.19Shares 58KSince Jun 30 +23.62%
Weight 0.3%Value $2.72MPrice $11.62Shares 157K +132.48%Since Jun 30 -32.75%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 23.2% | $224.00M | -3.34% | +369.77% | Add | |
| 7.3% | $69.90M | -8.15% | +6.68% | Add | |
| 7.0% | $67.58M | -15.65% | -8.80% | Trim | |
| 6.7% | $64.72M | +10.82% | +2.31% | Add | |
| 6.6% | $64.07M | +4.08% | +14.98% | Add | |
| 6.0% | $57.65M | +10.31% | -2.32% | Trim | |
| 5.6% | $53.89M | -20.59% | +12.72% | Add | |
| 5.3% | $50.95M | -23.77% | +22.63% | Add | |
| 4.1% | $39.59M | +19.81% | +75.49% | Add | |
| 3.9% | $37.86M | -37.56% | +1766.13% | Add | |
| 3.2% | $30.74M | -1.38% | -44.02% | Trim | |
| 3.1% | $29.62M | -17.07% | +90.86% | Add | |
| 2.9% | $28.12M | -13.66% | -22.70% | Trim | |
| 2.8% | $27.28M | -17.44% | +13.71% | Add | |
| 2.5% | $24.01M | +6.64% | +60.31% | Add | |
| 2.2% | $21.44M | -6.72% | -15.19% | Trim | |
| 2.1% | $19.77M | +42.81% | +65.74% | Add | |
| 1.5% | $14.02M | +0.58% | -53.97% | Trim | |
| 1.2% | $11.45M | +5.45% | — | New | |
| 1.0% | $9.71M | -3.64% | -1.08% | Trim | |
| 0.8% | $7.45M | -8.59% | +27.26% | Add | |
| 0.7% | $7.20M | +23.62% | — | New | |
| 0.3% | $2.72M | -32.75% | +132.48% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.