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Portfolio (Quarterly) Guide ↗

GOODNOW INVESTMENT GROUP, LLC

· CIK 0001362255
13F Portfolio $1.1B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CARG CARGURUS INC Consumer Cyclical 170,978.0 $6.6M 0.61% NEW $38.35 -26.4%
22 QXO QXO INC Industrials 68,620.0 $1.3M 0.12% NEW $19.29 -13.6%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 58.5%
Technology 19.0%
Financial Services 13.8%
Industrials 6.6%
Communication Services 2.1%