GOODNOW INVESTMENT GROUP, LLC Diversified Active

Location: Darien, CT

CIK: 0001362255 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $913M (100.0% shares, 0.0% debt)

Holdings (29)

CVNA CARVANA CO 24.9%

Value $228M Shares 724,441 Est. Cost $94.27 Unrealized +333.3%

GDDY GODADDY INC 6.7%

Value $61.61M Shares 745,219 Est. Cost $77.32 Unrealized +30.1%

CART MAPLEBEAR INC 5.7%

Value $51.84M Shares 1,383,751 Est. Cost $44.76 Unrealized -14.6%

EXPE EXPEDIA GROUP INC 5.5%

Value $50.28M Shares 217,752 Est. Cost $131.49 Unrealized +92.7%

CACC CREDIT ACCEP CORP MICH 5.4%

Value $49.28M Shares 116,371 Est. Cost $450.96 Unrealized +5.9%

W WAYFAIR INC 5.3%

Value $48.03M Shares 638,592 Est. Cost $107.51 Unrealized -7.5%

SUNB SUNBELT RENTALS HOLDINGS INC 5.2%

Value $47.77M Shares 733,943 Est. Cost $65.09 Unrealized —

APTV APTIV PLC 5.2%

Value $47.14M Shares 678,923 Est. Cost $61.22 Unrealized +32.2%

SGI SOMNIGROUP INTERNATIONAL INC 4.9%

Value $45.08M Shares 609,825 Est. Cost $44.40 Unrealized +107.1%

FOUR SHIFT4 PMTS INC 4.1%

Value $37.36M Shares 854,230 Est. Cost $74.86 Unrealized -18.7%

CNM CORE & MAIN INC 4.1%

Value $37.25M Shares 753,979 Est. Cost $49.41 Unrealized +13.8%

APO APOLLO GLOBAL MGMT INC 3.1%

Value $28.68M Shares 257,371 Est. Cost $74.13 Unrealized +80.0%

DKS DICKS SPORTING GOODS INC 2.8%

Value $25.14M Shares 126,770 Est. Cost $207.91 Unrealized 0.0%

IR INGERSOLL RAND INC 2.7%

Value $24.71M Shares 308,411 Est. Cost $49.86 Unrealized +81.4%

TDG TRANSDIGM GROUP INC 2.3%

Value $20.88M Shares 18,012 Est. Cost $536.21 Unrealized +153.9%

GIL GILDAN ACTIVEWEAR INC 1.8%

Value $16.74M Shares 300,747 Est. Cost $35.68 Unrealized +88.9%

SN SHARKNINJA INC 1.7%

Value $15.69M Shares 148,163 Est. Cost $98.55 Unrealized +24.5%

V VISA INC 1.4%

Value $13.2M Shares 43,660 Est. Cost $329.17 Unrealized 0.0%

SPGI S&P GLOBAL INC 1.1%

Value $10.25M Shares 24,090 Est. Cost $485.25 Unrealized 0.0%

ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.0%

Value $9.471M Shares 45,299 Est. Cost $261.00 Unrealized -4.6%

IT GARTNER INC 1.0%

Value $9.403M Shares 59,383 Est. Cost $274.32 Unrealized -27.8%

COO COOPER COS INC 0.9%

Value $8.361M Shares 116,940 Est. Cost $82.14 Unrealized 0.0%

VEEV VEEVA SYS INC 0.7%

Value $6.271M Shares 35,700 Est. Cost $203.93 Unrealized 0.0%

CARG CARGURUS INC 0.6%

Value $5.851M Shares 171,838 Est. Cost $23.56 Unrealized +37.4%

KVYO KLAVIYO INC 0.6%

Value $5.703M Shares 293,059 Est. Cost $32.04 Unrealized -28.8%

U UNITY SOFTWARE INC 0.4%

Value $3.389M Shares 154,460 Est. Cost $32.68 Unrealized 0.0%

DKNG DRAFTKINGS INC NEW 0.3%

Value $2.645M Shares 122,360 Est. Cost $28.94 Unrealized 0.0%

FTAI FTAI AVIATION LTD 0.2%

Value $1.837M Shares 7,500 Est. Cost $270.82 Unrealized 0.0%

QXO QXO INC 0.1%

Value $1.313M Shares 67,610 Est. Cost $16.42 Unrealized +47.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	724,441	$228M	24.9%	$94.27	+333.3%	CL A	146869102
GDDY	GODADDY INC	745,219	$61.61M	6.7%	$77.32	+30.1%	CL A	380237107
CART	MAPLEBEAR INC	1,383,751	$51.84M	5.7%	$44.76	-14.6%	COM	565394103
EXPE	EXPEDIA GROUP INC	217,752	$50.28M	5.5%	$131.49	+92.7%	COM NEW	30212P303
CACC	CREDIT ACCEP CORP MICH	116,371	$49.28M	5.4%	$450.96	+5.9%	COM	225310101
W	WAYFAIR INC	638,592	$48.03M	5.3%	$107.51	-7.5%	CL A	94419L101
SUNB	SUNBELT RENTALS HOLDINGS INC	733,943	$47.77M	5.2%	$65.09	—	SHS	866966104
APTV	APTIV PLC	678,923	$47.14M	5.2%	$61.22	+32.2%	COM SHS	G3265R107
SGI	SOMNIGROUP INTERNATIONAL INC	609,825	$45.08M	4.9%	$44.40	+107.1%	COM	88023U101
FOUR	SHIFT4 PMTS INC	854,230	$37.36M	4.1%	$74.86	-18.7%	CL A	82452J109
CNM	CORE & MAIN INC	753,979	$37.25M	4.1%	$49.41	+13.8%	CL A	21874C102
APO	APOLLO GLOBAL MGMT INC	257,371	$28.68M	3.1%	$74.13	+80.0%	COM	03769M106
DKS	DICKS SPORTING GOODS INC	126,770	$25.14M	2.8%	$207.91	0.0%	COM	253393102
IR	INGERSOLL RAND INC	308,411	$24.71M	2.7%	$49.86	+81.4%	COM	45687V106
TDG	TRANSDIGM GROUP INC	18,012	$20.88M	2.3%	$536.21	+153.9%	COM	893641100
GIL	GILDAN ACTIVEWEAR INC	300,747	$16.74M	1.8%	$35.68	+88.9%	COM	375916103
SN	SHARKNINJA INC	148,163	$15.69M	1.7%	$98.55	+24.5%	COM SHS	G8068L108
V	VISA INC	43,660	$13.2M	1.4%	$329.17	0.0%	COM CL A	92826C839
SPGI	S&P GLOBAL INC	24,090	$10.25M	1.1%	$485.25	0.0%	COM	78409V104
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	45,299	$9.471M	1.0%	$261.00	-4.6%	CL A	989207105
IT	GARTNER INC	59,383	$9.403M	1.0%	$274.32	-27.8%	COM	366651107
COO	COOPER COS INC	116,940	$8.361M	0.9%	$82.14	0.0%	COM	216648501
VEEV	VEEVA SYS INC	35,700	$6.271M	0.7%	$203.93	0.0%	CL A COM	922475108
CARG	CARGURUS INC	171,838	$5.851M	0.6%	$23.56	+37.4%	COM CL A	141788109
KVYO	KLAVIYO INC	293,059	$5.703M	0.6%	$32.04	-28.8%	COM SER A	49845K101
U	UNITY SOFTWARE INC	154,460	$3.389M	0.4%	$32.68	0.0%	COM	91332U101
DKNG	DRAFTKINGS INC NEW	122,360	$2.645M	0.3%	$28.94	0.0%	COM CL A	26142V105
FTAI	FTAI AVIATION LTD	7,500	$1.837M	0.2%	$270.82	0.0%	SHS	G3730V105
QXO	QXO INC	67,610	$1.313M	0.1%	$16.42	+47.0%	COM NEW	82846H405