Goodnow Investment Group
Goodnow Investment Group reported 23 stocks worth $964M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CVNA (23.2%), CART (7.3%) and CACC (7.0%). Compared with Q1 2026, the fund opened new positions in TEL and ICE, added to CVNA, CART and GDDY, trimmed CACC, W and SUNB and sold out of APTV, DKS and IT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CVNA Carvana Co | $224M | 23.2% | 3.4M | +2.7M (+370%) | 8 of 8 | |
| 2 |  CART Maplebear Inc | $69.9M | 7.3% | 1.5M | +92K (+7%) | 5 of 8 | |
| 3 |  CACC Credit Accep Corp Mich | $67.6M | 7.0% | 106K | −10K (−9%) | 8 of 8 | |
| 4 |  GDDY Godaddy Inc | $64.7M | 6.7% | 762K | +17K (+2%) | 8 of 8 | |
| 5 |  EXPE Expedia Group Inc | $64.1M | 6.7% | 250K | +33K (+15%) | 8 of 8 | |
| 6 |  W Wayfair Inc | $57.6M | 6.0% | 624K | −15K (−2%) | 8 of 8 | |
| 7 |  SGI Somnigroup International Inc | $53.9M | 5.6% | 687K | +78K (+13%) | 8 of 8 | |
| 8 |  FOUR SHIFT4 Pmts Inc | $51M | 5.3% | 1M | +193K (+23%) | 8 of 8 | |
| 9 |  SN Sharkninja Inc | $39.6M | 4.1% | 260K | +112K (+75%) | 3 of 8 | |
| 10 |  FTAI Ftai Aviation Ltd | $37.9M | 3.9% | 140K | +132K (+1766%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 APTV Aptiv PLC | $47.1M | 679K |
 DKS Dicks Sporting Goods Inc | $25.1M | 127K |
 IT Gartner Inc | $9.4M | 59K |
 COO Cooper Cos Inc | $8.4M | 117K |
 VEEV Veeva Sys Inc Class Class A | $6.3M | 36K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Goodnow Investment Group 13F FAQ
What does Goodnow Investment Group own?
Goodnow Investment Group reported 23 stocks worth $964M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CVNA (23.2%), CART (7.3%) and CACC (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Goodnow Investment Group buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 14 added to, 7 trimmed and 8 sold out. New positions include TEL and ICE. It sold all of APTV, DKS and IT.
When will Goodnow Investment Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Goodnow Investment Group's portfolio worth?
The Q2 2026 filing reports $964M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.