GOODNOW INVESTMENT GROUP, LLC Diversified Active

Location: Darien, CT

CIK: 0001362255 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $964M (100.0% shares, 0.0% debt)

Holdings (23)

CVNA CARVANA CO 23.2%

Value $224M Shares 3,403,185 Est. Cost — Unrealized —

CART MAPLEBEAR INC 7.3%

Value $69.9M Shares 1,476,191 Est. Cost — Unrealized —

CACC CREDIT ACCEP CORP MICH 7.0%

Value $67.58M Shares 106,131 Est. Cost — Unrealized —

GDDY GODADDY INC 6.7%

Value $64.72M Shares 762,469 Est. Cost — Unrealized —

EXPE EXPEDIA GROUP INC 6.6%

Value $64.07M Shares 250,372 Est. Cost — Unrealized —

W WAYFAIR INC 6.0%

Value $57.65M Shares 623,772 Est. Cost — Unrealized —

SGI SOMNIGROUP INTERNATIONAL INC 5.6%

Value $53.89M Shares 687,425 Est. Cost — Unrealized —

FOUR SHIFT4 PMTS INC 5.3%

Value $50.95M Shares 1,047,530 Est. Cost — Unrealized —

SN SHARKNINJA INC 4.1%

Value $39.59M Shares 260,013 Est. Cost — Unrealized —

FTAI FTAI AVIATION LTD 3.9%

Value $37.86M Shares 139,960 Est. Cost — Unrealized —

SUNB SUNBELT RENTALS HOLDINGS INC 3.2%

Value $30.74M Shares 410,889 Est. Cost — Unrealized —

GIL GILDAN ACTIVEWEAR INC 3.1%

Value $29.62M Shares 574,007 Est. Cost — Unrealized —

CNM CORE & MAIN INC 2.9%

Value $28.12M Shares 582,813 Est. Cost — Unrealized —

TDG TRANSDIGM GROUP INC 2.8%

Value $27.28M Shares 20,482 Est. Cost — Unrealized —

V VISA INC 2.5%

Value $24.01M Shares 69,990 Est. Cost — Unrealized —

IR INGERSOLL RAND INC 2.2%

Value $21.44M Shares 261,554 Est. Cost — Unrealized —

ZBRA ZEBRA TECHNOLOGIES CORPORATI 2.1%

Value $19.77M Shares 75,079 Est. Cost — Unrealized —

APO APOLLO GLOBAL MGMT INC 1.5%

Value $14.02M Shares 118,461 Est. Cost — Unrealized —

TEL TE CONNECTIVITY PLC 1.2%

Value $11.45M Shares 56,800 Est. Cost — Unrealized —

SPGI S&P GLOBAL INC 1.0%

Value $9.705M Shares 23,830 Est. Cost — Unrealized —

CARG CARGURUS INC 0.8%

Value $7.455M Shares 218,678 Est. Cost — Unrealized —

ICE INTERCONTINENTAL EXCHANGE IN 0.7%

Value $7.196M Shares 58,450 Est. Cost — Unrealized —

QXO QXO INC 0.3%

Value $2.716M Shares 157,180 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	3,403,185	$224M	23.2%	—	—	CL A	146869102
CART	MAPLEBEAR INC	1,476,191	$69.9M	7.3%	—	—	COM	565394103
CACC	CREDIT ACCEP CORP MICH	106,131	$67.58M	7.0%	—	—	COM	225310101
GDDY	GODADDY INC	762,469	$64.72M	6.7%	—	—	CL A	380237107
EXPE	EXPEDIA GROUP INC	250,372	$64.07M	6.6%	—	—	COM NEW	30212P303
W	WAYFAIR INC	623,772	$57.65M	6.0%	—	—	CL A	94419L101
SGI	SOMNIGROUP INTERNATIONAL INC	687,425	$53.89M	5.6%	—	—	COM	88023U101
FOUR	SHIFT4 PMTS INC	1,047,530	$50.95M	5.3%	—	—	CL A	82452J109
SN	SHARKNINJA INC	260,013	$39.59M	4.1%	—	—	COM SHS	G8068L108
FTAI	FTAI AVIATION LTD	139,960	$37.86M	3.9%	—	—	SHS	G3730V105
SUNB	SUNBELT RENTALS HOLDINGS INC	410,889	$30.74M	3.2%	—	—	SHS	866966104
GIL	GILDAN ACTIVEWEAR INC	574,007	$29.62M	3.1%	—	—	COM	375916103
CNM	CORE & MAIN INC	582,813	$28.12M	2.9%	—	—	CL A	21874C102
TDG	TRANSDIGM GROUP INC	20,482	$27.28M	2.8%	—	—	COM	893641100
V	VISA INC	69,990	$24.01M	2.5%	—	—	COM CL A	92826C839
IR	INGERSOLL RAND INC	261,554	$21.44M	2.2%	—	—	COM	45687V106
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	75,079	$19.77M	2.1%	—	—	CL A	989207105
APO	APOLLO GLOBAL MGMT INC	118,461	$14.02M	1.5%	—	—	COM	03769M106
TEL	TE CONNECTIVITY PLC	56,800	$11.45M	1.2%	—	—	ORD SHS	G87052109
SPGI	S&P GLOBAL INC	23,830	$9.705M	1.0%	—	—	COM	78409V104
CARG	CARGURUS INC	218,678	$7.455M	0.8%	—	—	COM CL A	141788109
ICE	INTERCONTINENTAL EXCHANGE IN	58,450	$7.196M	0.7%	—	—	COM	45866F104
QXO	QXO INC	157,180	$2.716M	0.3%	—	—	COM NEW	82846H405