GOODNOW INVESTMENT GROUP, LLC

Q2 2026 13F-HR Holdings

Location
Darien, CT
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$963,729
Net value change ($000)
+50,843 (5.6%)
New positions
2
Sold out positions
8
Turnover %
13.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FTAI 36,025 1960.0%
SN 23,902 152.3%
CACC 18,300 37.1%
CART 18,063 34.8%
EXPE 13,788 27.4%
FOUR 13,597 36.4%
GIL 12,882 77.0%
TE CONNECTIVITY PLC 11,451 NEW
V 10,817 82.0%
ZBRA 10,294 108.7%
Top Reduces (Value $000, Stocks/ETFs)
APTV -47,144 -100.0%
DKS -25,137 -100.0%
SUNB -17,033 -35.7%
APO -14,661 -51.1%
IT -9,403 -100.0%
CNM -9,126 -24.5%
COO -8,361 -100.0%
VEEV -6,271 -100.0%
KVYO -5,703 -100.0%
CVNA -3,752 -1.6%
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