GOODNOW INVESTMENT GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Darien, CT
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$912,886
Net value change ($000)
-159,026 (-14.8%)
New positions
9
Sold out positions
2
Turnover %
19.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SUNB 47,772 NEW
DKS 25,137 NEW
V 13,196 NEW
SPGI 10,246 NEW
COO 8,361 NEW
VEEV 6,271 NEW
U 3,389 NEW
DKNG 2,645 NEW
ZBRA 2,310 32.3%
FTAI 1,838 NEW
Top Reduces (Value $000, Stocks/ETFs)
CVNA -71,923 -24.0%
PYPL -39,264 -100.0%
GDDY -30,429 -33.1%
EXPE -24,254 -32.5%
YELP -19,364 -100.0%
FOUR -16,245 -30.3%
W -15,526 -24.4%
SGI -12,052 -21.1%
CART -10,142 -16.4%
APTV -10,103 -17.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type