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☆GOODNOW INVESTMENT GROUP, LLC

CIK 0001362255 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.658
AUM ($M)
964
Positions
23
Turnover
0.19
Top-10 wt
76%
Herfindahl
0.092
History (qtrs)
6
Excess Return
-19.7%

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Quarter
Activity this period
Security type

Holdings · 31 positions · portfolio value $964M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆CVNA funds › CARVANA CO ADD — 23.2% -1.7% 224.0 3,403,185 +2,678,744 5 —
☆CART funds › MAPLEBEAR INC ADD — 7.3% +1.6% 69.9 1,476,191 +92,440 5 -19.7%
☆CACC funds › CREDIT ACCEP CORP MICH TRIM — 7.0% +1.6% 67.6 106,131 -10,240 5 —
☆GDDY funds › GODADDY INC ADD — 6.7% -0.0% 64.7 762,469 +17,250 5 —
☆EXPE funds › EXPEDIA GROUP INC ADD — 6.6% +1.1% 64.1 250,372 +32,620 5 —
☆W funds › WAYFAIR INC TRIM — 6.0% +0.7% 57.6 623,772 -14,820 5 —
☆SGI funds › SOMNIGROUP INTERNATIONAL INC ADD — 5.6% +0.7% 53.9 687,425 +77,600 5 —
☆FOUR funds › SHIFT4 PMTS INC ADD — 5.3% +1.2% 51.0 1,047,530 +193,300 5 —
☆SN funds › SHARKNINJA INC ADD — 4.1% +2.4% 39.6 260,013 +111,850 3 +163.7%
☆FTAI funds › FTAI AVIATION LTD ADD — 3.9% +3.7% 37.9 139,960 +132,460 2 -74.0%
☆SUNB funds › SUNBELT RENTALS HOLDINGS INC TRIM — 3.2% -2.0% 30.7 410,889 -323,054 2 +4.8%
☆GIL funds › GILDAN ACTIVEWEAR INC ADD — 3.1% +1.2% 29.6 574,007 +273,260 5 —
☆CNM funds › CORE & MAIN INC TRIM — 2.9% -1.2% 28.1 582,813 -171,166 5 —
☆TDG funds › TRANSDIGM GROUP INC ADD — 2.8% +0.5% 27.3 20,482 +2,470 5 —
☆V funds › VISA INC ADD — 2.5% +1.0% 24.0 69,990 +26,330 2 +0.3%
☆IR funds › INGERSOLL RAND INC TRIM — 2.2% -0.5% 21.4 261,554 -46,857 5 —
☆ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI ADD — 2.1% +1.0% 19.8 75,079 +29,780 3 +66.9%
☆APO funds › APOLLO GLOBAL MGMT INC TRIM — 1.5% -1.7% 14.0 118,461 -138,910 5 —
☆TEL funds › TE CONNECTIVITY PLC NEW — 1.2% +1.2% 11.5 56,800 +56,800 1 +14.7%
☆SPGI funds › S&P GLOBAL INC TRIM — 1.0% -0.1% 9.7 23,830 -260 2 -13.7%
☆CARG funds › CARGURUS INC ADD — 0.8% +0.1% 7.5 218,678 +46,840 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN NEW — 0.7% +0.7% 7.2 58,450 +58,450 1 -26.1%
☆QXO funds › QXO INC ADD — 0.3% +0.1% 2.7 157,180 +89,570 5 -36.4%
☆DKS funds › DICKS SPORTING GOODS INC EXIT — 0.0% -2.8% 0.0 0 -126,770 0 -27.4%
☆KVYO funds › KLAVIYO INC EXIT — 0.0% -0.6% 0.0 0 -293,059 0 -83.9%
☆IT funds › GARTNER INC EXIT — 0.0% -1.0% 0.0 0 -59,383 0 -64.7%
☆DKNG funds › DRAFTKINGS INC NEW EXIT — 0.0% -0.3% 0.0 0 -122,360 0 +31.9% re-entry
☆APTV funds › APTIV PLC EXIT — 0.0% -5.2% 0.0 0 -678,923 0 —
☆U funds › UNITY SOFTWARE INC EXIT — 0.0% -0.4% 0.0 0 -154,460 0 +325.0%
☆VEEV funds › VEEVA SYS INC EXIT — 0.0% -0.7% 0.0 0 -35,700 0 -65.7%
☆COO funds › COOPER COS INC EXIT — 0.0% -0.9% 0.0 0 -116,940 0 -109.0%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 964 23 0.19 76% 0.092 0.657 — in
2026Q1 913 29 0.15 73% 0.094 0.711 — in
2025Q4 1,072 22 0.09 79% 0.114 0.825 — in
2025Q3 1,045 23 0.10 78% 0.096 0.812 — in
2025Q2 1,073 24 0.11 79% 0.099 0.837 — entered
2025Q1 928 23 0.00 80% 0.090 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status