Portfolio (Quarterly)
Guide ↗
GOODNOW INVESTMENT GROUP, LLC
· CIK 0001362255| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | Consumer Cyclical | 710,091.0 | $299.7M | 27.96% | NEW | — | $422.02 | -84.7% |
| 2 | GDDY | GODADDY INC | Technology | 741,749.0 | $92.0M | 8.59% | NEW | — | $124.08 | -26.2% |
| 3 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 263,071.0 | $74.5M | 6.95% | NEW | — | $283.31 | -23.0% |
| 4 | W | WAYFAIR INC | Consumer Cyclical | 632,952.0 | $63.6M | 5.93% | NEW | — | $100.41 | -35.5% |
| 5 | CART | MAPLEBEAR INC | Consumer Cyclical | 1,377,881.0 | $62.0M | 5.78% | NEW | — | $44.98 | -10.9% |
| 6 | — | APTIV PLC | — | 752,363.0 | $57.2M | 5.34% | NEW | — | $76.09 | — |
| 7 | — | SOMNIGROUP INTERNATIONAL INC | — | 639,895.0 | $57.1M | 5.33% | NEW | — | $89.28 | — |
| 8 | FOUR | SHIFT4 PMTS INC | Technology | 851,200.0 | $53.6M | 5.00% | NEW | — | $62.97 | -30.9% |
| 9 | CACC | CREDIT ACCEP CORP MICH | Financial Services | 116,791.0 | $51.8M | 4.83% | NEW | — | $443.46 | +23.4% |
| 10 | CNM | CORE & MAIN INC | Industrials | 760,839.0 | $39.5M | 3.69% | NEW | — | $51.97 | -9.3% |
| 11 | PYPL | PAYPAL HLDGS INC | Financial Services | 672,559.0 | $39.3M | 3.66% | NEW | — | $58.38 | -24.0% |
| 12 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 255,821.0 | $37.0M | 3.46% | NEW | — | $144.76 | -81.9% |
| 13 | — | INGERSOLL RAND INC | — | 343,778.0 | $27.2M | 2.54% | NEW | — | $79.22 | — |
| 14 | GIL | GILDAN ACTIVEWEAR INC | Consumer Cyclical | 343,927.0 | $21.5M | 2.00% | NEW | — | $62.46 | -6.9% |
| 15 | TDG | TRANSDIGM GROUP INC | Industrials | 15,442.0 | $20.5M | 1.92% | NEW | — | $1329.85 | -9.9% |
| 16 | YELP | YELP INC | Communication Services | 637,180.0 | $19.4M | 1.81% | NEW | — | $30.39 | -26.1% |
| 17 | SN | SHARKNINJA INC | Consumer Cyclical | 147,543.0 | $16.5M | 1.54% | NEW | — | $111.90 | -8.9% |
| 18 | IT | GARTNER INC | Technology | 48,383.0 | $12.2M | 1.14% | NEW | — | $252.28 | -37.7% |
| 19 | KVYO | KLAVIYO INC | Technology | 374,549.0 | $12.2M | 1.14% | NEW | — | $32.47 | -54.1% |
| 20 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 29,489.0 | $7.2M | 0.67% | NEW | — | $242.82 | +0.3% |
① 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%