GOODNOW INVESTMENT GROUP, LLC Diversified Active

Location: Darien, CT

CIK: 0001362255 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $1.072B (100.0% shares, 0.0% debt)

Holdings (22)

CVNA CARVANA CO 28.0%

Value $300M Shares 710,091 Est. Cost $87.92 Unrealized +322.8%

GDDY GODADDY INC 8.6%

Value $92.04M Shares 741,749 Est. Cost $77.32 Unrealized +67.4%

EXPE EXPEDIA GROUP INC 7.0%

Value $74.53M Shares 263,071 Est. Cost $131.49 Unrealized +87.8%

W WAYFAIR INC 5.9%

Value $63.55M Shares 632,952 Est. Cost $107.51 Unrealized -10.6%

CART MAPLEBEAR INC 5.8%

Value $61.98M Shares 1,377,881 Est. Cost $44.76 Unrealized -8.6%

APTV APTIV PLC 5.3%

Value $57.25M Shares 752,363 Est. Cost $61.22 Unrealized +31.1%

SGI SOMNIGROUP INTERNATIONAL INC 5.3%

Value $57.13M Shares 639,895 Est. Cost $44.40 Unrealized +96.8%

FOUR SHIFT4 PMTS INC 5.0%

Value $53.6M Shares 851,200 Est. Cost $74.86 Unrealized -5.6%

CACC CREDIT ACCEP CORP MICH 4.8%

Value $51.79M Shares 116,791 Est. Cost $450.96 Unrealized +2.8%

CNM CORE & MAIN INC 3.7%

Value $39.54M Shares 760,839 Est. Cost $49.41 Unrealized +3.8%

PYPL PAYPAL HLDGS INC 3.7%

Value $39.26M Shares 672,559 Est. Cost $148.62 Unrealized -56.4%

APO APOLLO GLOBAL MGMT INC 3.5%

Value $37.03M Shares 255,821 Est. Cost $74.13 Unrealized +78.8%

IR INGERSOLL RAND INC 2.5%

Value $27.23M Shares 343,778 Est. Cost $49.86 Unrealized +58.3%

GIL GILDAN ACTIVEWEAR INC 2.0%

Value $21.48M Shares 343,927 Est. Cost $35.68 Unrealized +66.6%

TDG TRANSDIGM GROUP INC 1.9%

Value $20.54M Shares 15,442 Est. Cost $398.86 Unrealized +228.6%

YELP YELP INC 1.8%

Value $19.36M Shares 637,180 Est. Cost $34.57 Unrealized -10.8%

SN SHARKNINJA INC 1.5%

Value $16.51M Shares 147,543 Est. Cost $98.55 Unrealized 0.0%

IT GARTNER INC 1.1%

Value $12.21M Shares 48,383 Est. Cost $291.66 Unrealized -17.5%

KVYO KLAVIYO INC 1.1%

Value $12.16M Shares 374,549 Est. Cost $32.04 Unrealized -12.6%

ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.7%

Value $7.161M Shares 29,489 Est. Cost $267.42 Unrealized 0.0%

CARG CARGURUS INC 0.6%

Value $6.557M Shares 170,978 Est. Cost $23.56 Unrealized +53.0%

QXO QXO INC 0.1%

Value $1.324M Shares 68,620 Est. Cost $16.42 Unrealized +16.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	710,091	$300M	28.0%	$87.92	+322.8%	CL A	146869102
GDDY	GODADDY INC	741,749	$92.04M	8.6%	$77.32	+67.4%	CL A	380237107
EXPE	EXPEDIA GROUP INC	263,071	$74.53M	7.0%	$131.49	+87.8%	COM NEW	30212P303
W	WAYFAIR INC	632,952	$63.55M	5.9%	$107.51	-10.6%	CL A	94419L101
CART	MAPLEBEAR INC	1,377,881	$61.98M	5.8%	$44.76	-8.6%	COM	565394103
APTV	APTIV PLC	752,363	$57.25M	5.3%	$61.22	+31.1%	COM SHS	G3265R107
SGI	SOMNIGROUP INTERNATIONAL INC	639,895	$57.13M	5.3%	$44.40	+96.8%	COM	88023U101
FOUR	SHIFT4 PMTS INC	851,200	$53.6M	5.0%	$74.86	-5.6%	CL A	82452J109
CACC	CREDIT ACCEP CORP MICH	116,791	$51.79M	4.8%	$450.96	+2.8%	COM	225310101
CNM	CORE & MAIN INC	760,839	$39.54M	3.7%	$49.41	+3.8%	CL A	21874C102
PYPL	PAYPAL HLDGS INC	672,559	$39.26M	3.7%	$148.62	-56.4%	COM	70450Y103
APO	APOLLO GLOBAL MGMT INC	255,821	$37.03M	3.5%	$74.13	+78.8%	COM	03769M106
IR	INGERSOLL RAND INC	343,778	$27.23M	2.5%	$49.86	+58.3%	COM	45687V106
GIL	GILDAN ACTIVEWEAR INC	343,927	$21.48M	2.0%	$35.68	+66.6%	COM	375916103
TDG	TRANSDIGM GROUP INC	15,442	$20.54M	1.9%	$398.86	+228.6%	COM	893641100
YELP	YELP INC	637,180	$19.36M	1.8%	$34.57	-10.8%	CL A	985817105
SN	SHARKNINJA INC	147,543	$16.51M	1.5%	$98.55	0.0%	COM SHS	G8068L108
IT	GARTNER INC	48,383	$12.21M	1.1%	$291.66	-17.5%	COM	366651107
KVYO	KLAVIYO INC	374,549	$12.16M	1.1%	$32.04	-12.6%	COM SER A	49845K101
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	29,489	$7.161M	0.7%	$267.42	0.0%	CL A	989207105
CARG	CARGURUS INC	170,978	$6.557M	0.6%	$23.56	+53.0%	COM CL A	141788109
QXO	QXO INC	68,620	$1.324M	0.1%	$16.42	+16.7%	COM NEW	82846H405