GOODNOW INVESTMENT GROUP, LLC 13F: Quarter-over-Quarter Portfolio Changes
GOODNOW INVESTMENT GROUP, LLC reported a disclosed portfolio value of approximately $912.9 million in its latest SEC Form 13F-HR filing for Q1 2026, down 14.8% quarter on quarter. Over the quarter, the fund initiated 9 new positions, bought more shares in 11 holdings, trimmed 9 holdings, and exited 2 positions.
GOODNOW INVESTMENT GROUP, LLC's top buy was a new stake in Sunbelt Rentals Holdings INC (SUNB) , equal to 5.2% of the disclosed portfolio. Its top sell was Paypal Hldgs INC (PYPL) . The fund exited the position completely after it had accounted for 3.7% of the previous portfolio.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| SUNBELT RENTALS HOLDINGS INC | SUNB | 5.2% | History → |
| DICK'S SPORTING GOODS INC | DKS | 2.8% | Holders → |
| VISA | V | 1.4% | Holders → |
| S&P GLOBAL INC | SPGI | 1.1% | Holders → |
| COOPER COMPANIES | COO | 0.9% | Holders → |
| VEEVA SYSTEMS | VEEV | 0.7% | Holders → |
| UNITY SOFTWARE INC | U | 0.4% | Holders → |
| DRAFTKINGS INC NEW | DKNG | 0.3% | Holders → |
| FTAI AVIATION LTD | FTAI | 0.2% | Holders → |
Top BuysQ1 2026
Showing the top 10 buys among 11 existing positions where the fund bought more shares in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| ZEBRA TECHNOLOGIES CORPORATI | ZBRA | +0.4% | +53.6% | Holders → |
| GARTNER INC | IT | +-0.1% | +22.7% | Holders → |
| TRANSDIGM GROUP INC | TDG | +0.4% | +16.6% | Holders → |
| CARVANA CO | CVNA | +-3.0% | +2.0% | History → |
| WAYFAIR INC | W | +-0.7% | +0.9% | History → |
| APOLLO GLOBAL MGMT INC | APO | +-0.3% | +0.6% | Holders → |
| CARGURUS INC | CARG | +0.0% | +0.5% | Holders → |
| GODADDY INC | GDDY | +-1.8% | +0.5% | History → |
| MAPLEBEAR INC | CART | +-0.1% | +0.4% | History → |
| SHARKNINJA INC | SN | +0.2% | +0.4% | Holders → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| KLAVIYO INC | KVYO | -0.5% | 21.8% | Holders → |
| EXPEDIA GROUP INC | EXPE | -1.4% | 17.2% | History → |
| GILDAN ACTIVEWEAR INC | GIL | -0.2% | 12.6% | Holders → |
| INGERSOLL RAND INC | IR | 0.2% | 10.3% | Holders → |
| APTIV PLC | APTV | -0.2% | 9.8% | History → |
| SOMNIGROUP INTERNATIONAL INC | SGI | -0.4% | 4.7% | History → |
| QXO INC | QXO | 0.0% | 1.5% | Holders → |
| CORE & MAIN INC | CNM | 0.4% | 0.9% | Holders → |
| CREDIT ACCEP CORP MICH | CACC | 0.6% | 0.4% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| PAYPAL HLDGS INC | PYPL | 3.7% |
| YELP INC | YELP | 1.8% |
Net Portfolio Value ChangeQ1 2026
- $1.1BPrior quarter
- $0.9BCurrent quarter
- $-0.2BNet delta
- -14.8%% change
Methodology & FAQ
How GOODNOW INVESTMENT GROUP, LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for GOODNOW INVESTMENT GROUP, LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did GOODNOW INVESTMENT GROUP, LLC buy in Q1 2026?
In Q1 2026, GOODNOW INVESTMENT GROUP, LLC initiated 9 new positions (SUNBELT RENTALS HOLDINGS INC (SUNB), DICK'S SPORTING GOODS INC (DKS), VISA (V), S&P GLOBAL INC (SPGI), COOPER COMPANIES (COO), VEEVA SYSTEMS (VEEV), UNITY SOFTWARE INC (U), DRAFTKINGS INC NEW (DKNG), FTAI AVIATION LTD (FTAI)); bought more shares of ZEBRA TECHNOLOGIES CORPORATI (ZBRA), GARTNER INC (IT), TRANSDIGM GROUP INC (TDG), CARVANA CO (CVNA), WAYFAIR INC (W) — the largest 5 of 11 adds.
What stocks did GOODNOW INVESTMENT GROUP, LLC sell in Q1 2026?
In Q1 2026, GOODNOW INVESTMENT GROUP, LLC fully sold 2 positions (PAYPAL HLDGS INC (PYPL), YELP INC (YELP)); reduced holdings in KLAVIYO INC (KVYO), EXPEDIA GROUP INC (EXPE), GILDAN ACTIVEWEAR INC (GIL), INGERSOLL RAND INC (IR), APTIV PLC (APTV) — the largest 5 of 9 reductions.
Which positions did GOODNOW INVESTMENT GROUP, LLC initiate in Q1 2026?
GOODNOW INVESTMENT GROUP, LLC established 9 new positions in Q1 2026: SUNBELT RENTALS HOLDINGS INC (SUNB, 5.2%), DICK'S SPORTING GOODS INC (DKS, 2.8%), VISA (V, 1.4%), S&P GLOBAL INC (SPGI, 1.1%), COOPER COMPANIES (COO, 0.9%), VEEVA SYSTEMS (VEEV, 0.7%), UNITY SOFTWARE INC (U, 0.4%), DRAFTKINGS INC NEW (DKNG, 0.3%), FTAI AVIATION LTD (FTAI, 0.2%).
Which existing positions saw the largest allocation increases for GOODNOW INVESTMENT GROUP, LLC in Q1 2026?
Of 11 existing positions with share-count increases in Q1 2026, the largest were: ZEBRA TECHNOLOGIES CORPORATI (ZBRA, +0.4% weight, +53.6% shares), GARTNER INC (IT, +-0.1% weight, +22.7% shares), TRANSDIGM GROUP INC (TDG, +0.4% weight, +16.6% shares), CARVANA CO (CVNA, +-3.0% weight, +2.0% shares), WAYFAIR INC (W, +-0.7% weight, +0.9% shares), APOLLO GLOBAL MGMT INC (APO, +-0.3% weight, +0.6% shares), CARGURUS INC (CARG, +0.0% weight, +0.5% shares), GODADDY INC (GDDY, +-1.8% weight, +0.5% shares), MAPLEBEAR INC (CART, +-0.1% weight, +0.4% shares), SHARKNINJA INC (SN, +0.2% weight, +0.4% shares).
Which positions did GOODNOW INVESTMENT GROUP, LLC fully exit in Q1 2026?
GOODNOW INVESTMENT GROUP, LLC fully exited 2 positions in Q1 2026: PAYPAL HLDGS INC (PYPL, last-reported weight 3.7%), YELP INC (YELP, last-reported weight 1.8%).
Which existing positions saw the largest allocation reductions for GOODNOW INVESTMENT GROUP, LLC in Q1 2026?
Of 9 existing positions with share-count reductions in Q1 2026, the largest were: KLAVIYO INC (KVYO, -0.5% weight, -21.8% shares), EXPEDIA GROUP INC (EXPE, -1.4% weight, -17.2% shares), GILDAN ACTIVEWEAR INC (GIL, -0.2% weight, -12.6% shares), INGERSOLL RAND INC (IR, 0.2% weight, -10.3% shares), APTIV PLC (APTV, -0.2% weight, -9.8% shares), SOMNIGROUP INTERNATIONAL INC (SGI, -0.4% weight, -4.7% shares), QXO INC (QXO, 0.0% weight, -1.5% shares), CORE & MAIN INC (CNM, 0.4% weight, -0.9% shares), CREDIT ACCEP CORP MICH (CACC, 0.6% weight, -0.4% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.