GOODNOW INVESTMENT GROUP, LLC 13F: Quarter-over-Quarter Portfolio Changes
GOODNOW INVESTMENT GROUP, LLC reported a disclosed portfolio value of approximately $963.7 million in its latest SEC Form 13F-HR filing for Q2 2026, up 5.6% quarter on quarter. Over the quarter, the fund initiated 2 new positions, bought more shares in 14 holdings, trimmed 7 holdings, and exited 8 positions.
GOODNOW INVESTMENT GROUP, LLC's top buy was Ftai Aviation LTD (FTAI) . The fund bought 1766.1% more shares, lifting the position's portfolio weight by 3.7 percentage points. Its top sell was Aptiv PLC (APTV) . The fund exited the position completely after it had accounted for 5.2% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| TE CONNECTIVITY PLC | TEL | 1.2% | Holders → |
| INTERCONTINENTAL EXCHANGE IN | ICE | 0.7% | Holders → |
Top BuysQ2 2026
Showing the top 10 buys among 14 existing positions where the fund bought more shares in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| FTAI AVIATION LTD | FTAI | +3.7% | +1766.1% | History → |
| CARVANA CO | CVNA | +-1.7% | +369.8% | History → |
| QXO INC | QXO | +0.1% | +132.5% | Holders → |
| GILDAN ACTIVEWEAR INC | GIL | +1.2% | +90.9% | Holders → |
| SHARKNINJA INC | SN | +2.4% | +75.5% | History → |
| ZEBRA TECHNOLOGIES CORPORATI | ZBRA | +1.0% | +65.7% | Holders → |
| VISA INC-CLASS A SHRS | V | +1.0% | +60.3% | Holders → |
| CARGURUS INC | CARG | +0.1% | +27.3% | Holders → |
| SHIFT4 PMTS INC | FOUR | +1.2% | +22.6% | History → |
| EXPEDIA GROUP INC | EXPE | +1.1% | +15.0% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| APOLLO GLOBAL MGMT INC | APO | -1.7% | 54.0% | Holders → |
| SUNBELT RENTALS HOLDINGS INC | SUNB | -2.0% | 44.0% | Holders → |
| CORE & MAIN INC | CNM | -1.2% | 22.7% | Holders → |
| INGERSOLL RAND INC | IR | -0.5% | 15.2% | Holders → |
| CREDIT ACCEP CORP MICH | CACC | 1.6% | 8.8% | History → |
| WAYFAIR INC | W | 0.7% | 2.3% | History → |
| S&P GLOBAL INC | SPGI | -0.1% | 1.1% | Holders → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| APTIV PLC | APTV | 5.2% |
| DICKS SPORTING GOODS INC | DKS | 2.8% |
| GARTNER INC | IT | 1.0% |
| COOPER COS INC | COO | 0.9% |
| VEEVA SYS INC | VEEV | 0.7% |
| KLAVIYO INC | KVYO | 0.6% |
| UNITY SOFTWARE INC | U | 0.4% |
| DRAFTKINGS INC NEW | DKNG | 0.3% |
Net Portfolio Value ChangeQ2 2026
- $0.9BPrior quarter
- $1.0BCurrent quarter
- +$0.1BNet delta
- +5.6%% 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 Q2 2026?
In Q2 2026, GOODNOW INVESTMENT GROUP, LLC initiated 2 new positions (TE CONNECTIVITY PLC (TEL), INTERCONTINENTAL EXCHANGE IN (ICE)); bought more shares of FTAI AVIATION LTD (FTAI), CARVANA CO (CVNA), QXO INC (QXO), GILDAN ACTIVEWEAR INC (GIL), SHARKNINJA INC (SN) (the largest 5 of 14 adds).
What stocks did GOODNOW INVESTMENT GROUP, LLC sell in Q2 2026?
In Q2 2026, GOODNOW INVESTMENT GROUP, LLC fully sold 8 positions (APTIV PLC (APTV), DICKS SPORTING GOODS INC (DKS), GARTNER INC (IT), COOPER COS INC (COO), VEEVA SYS INC (VEEV), KLAVIYO INC (KVYO), UNITY SOFTWARE INC (U), DRAFTKINGS INC NEW (DKNG)); reduced holdings in APOLLO GLOBAL MGMT INC (APO), SUNBELT RENTALS HOLDINGS INC (SUNB), CORE & MAIN INC (CNM), INGERSOLL RAND INC (IR), CREDIT ACCEP CORP MICH (CACC) (the largest 5 of 7 reductions).
Which positions did GOODNOW INVESTMENT GROUP, LLC initiate in Q2 2026?
GOODNOW INVESTMENT GROUP, LLC established 2 new positions in Q2 2026: TE CONNECTIVITY PLC (TEL, 1.2%), INTERCONTINENTAL EXCHANGE IN (ICE, 0.7%).
Which existing positions saw the largest allocation increases for GOODNOW INVESTMENT GROUP, LLC in Q2 2026?
Of 14 existing positions with share-count increases in Q2 2026, the largest were: FTAI AVIATION LTD (FTAI, +3.7% weight, +1766.1% shares), CARVANA CO (CVNA, +-1.7% weight, +369.8% shares), QXO INC (QXO, +0.1% weight, +132.5% shares), GILDAN ACTIVEWEAR INC (GIL, +1.2% weight, +90.9% shares), SHARKNINJA INC (SN, +2.4% weight, +75.5% shares), ZEBRA TECHNOLOGIES CORPORATI (ZBRA, +1.0% weight, +65.7% shares), VISA INC-CLASS A SHRS (V, +1.0% weight, +60.3% shares), CARGURUS INC (CARG, +0.1% weight, +27.3% shares), SHIFT4 PMTS INC (FOUR, +1.2% weight, +22.6% shares), EXPEDIA GROUP INC (EXPE, +1.1% weight, +15.0% shares).
Which positions did GOODNOW INVESTMENT GROUP, LLC fully exit in Q2 2026?
GOODNOW INVESTMENT GROUP, LLC fully exited 8 positions in Q2 2026: APTIV PLC (APTV, last-reported weight 5.2%), DICKS SPORTING GOODS INC (DKS, last-reported weight 2.8%), GARTNER INC (IT, last-reported weight 1.0%), COOPER COS INC (COO, last-reported weight 0.9%), VEEVA SYS INC (VEEV, last-reported weight 0.7%), KLAVIYO INC (KVYO, last-reported weight 0.6%), UNITY SOFTWARE INC (U, last-reported weight 0.4%), DRAFTKINGS INC NEW (DKNG, last-reported weight 0.3%).
Which existing positions saw the largest allocation reductions for GOODNOW INVESTMENT GROUP, LLC in Q2 2026?
Of 7 existing positions with share-count reductions in Q2 2026, the largest were: APOLLO GLOBAL MGMT INC (APO, -1.7% weight, -54.0% shares), SUNBELT RENTALS HOLDINGS INC (SUNB, -2.0% weight, -44.0% shares), CORE & MAIN INC (CNM, -1.2% weight, -22.7% shares), INGERSOLL RAND INC (IR, -0.5% weight, -15.2% shares), CREDIT ACCEP CORP MICH (CACC, 1.6% weight, -8.8% shares), WAYFAIR INC (W, 0.7% weight, -2.3% shares), S&P GLOBAL INC (SPGI, -0.1% weight, -1.1% 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.