1y return−6.4%S&P 500 +20.9%
3y return+81.4%S&P 500 +68.5%
5y return+22.1%S&P 500 +74.5%
10y return+537.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $638 against $357 in the S&P 500.2
Goodnow Investment Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CVNACarvana Co | $224.0M | 23.2% | −6.0% |
| CARTMaplebear Inc | $69.9M | 7.3% | +6.7% |
| CACCCredit Accep Corp Mich | $67.6M | 7.0% | −8.8% |
| GDDYGodaddy Inc | $64.7M | 6.7% | +2.3% |
| EXPEExpedia Group Inc | $64.1M | 6.6% | +15.0% |
| WWayfair Inc | $57.6M | 6.0% | −2.3% |
| SGISomnigroup International Inc | $53.9M | 5.6% | +12.7% |
| FOURShift4 Pmts Inc | $51.0M | 5.3% | +22.6% |
| Sharkninja IncCUSIP G8068L108 | $39.6M | 4.1% | +75.5% |
| Ftai Aviation LtdCUSIP G3730V105 | $37.9M | 3.9% | +1766.1% |
| SUNBSunbelt Rentals Holdings Inc | $30.7M | 3.2% | −44.0% |
| GILGildan Activewear Inc | $29.6M | 3.1% | +90.9% |
| CNMCore & Main Inc | $28.1M | 2.9% | −22.7% |
| TDGTransdigm Group Inc | $27.3M | 2.8% | +13.7% |
| VVisa Inc | $24.0M | 2.5% | +60.3% |
| IRIngersoll Rand Inc | $21.4M | 2.2% | −15.2% |
| ZBRAZebra Technologies Corporati | $19.8M | 2.1% | +65.7% |
| APOApollo Global Mgmt Inc | $14.0M | 1.5% | −54.0% |
| Te Connectivity PLCCUSIP G87052109 | $11.5M | 1.2% | New |
| SPGIS&p Global Inc | $9.7M | 1.0% | −1.1% |
| CARGCargurus Inc | $7.5M | 0.8% | +27.3% |
| ICEIntercontinental Exchange In | $7.2M | 0.7% | New |
| QXOQxo Inc | $2.7M | 0.3% | +132.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TDGTransdigm Group Inc | June 30, 2020 | +201.3% | $27.3M |
| IRIngersoll Rand Inc | June 30, 2020 | +191.5% | $21.4M |
| CARGCargurus Inc | September 30, 2023 | +94.6% | $7.5M |
| APOApollo Global Mgmt Inc | March 31, 2023 | +87.3% | $14.0M |
| EXPEExpedia Group Inc | March 31, 2024 | +85.8% | $64.1M |
| GILGildan Activewear Inc | September 30, 2023 | +84.2% | $29.6M |
| SGISomnigroup International Inc | September 30, 2023 | +80.9% | $53.9M |
| CACCCredit Accep Corp Mich | June 30, 2020 | +52.0% | $67.6M |
| Sharkninja IncCUSIP G8068L108 | December 31, 2025 | +36.1% | $39.6M |
| GDDYGodaddy Inc | June 30, 2020 | +15.8% | $64.7M |
Sold off last quarter
- Aptiv PLCCUSIP G3265R107 was $47.1M
- DKSDicks Sporting Goods Inc was $25.1M
- ITGartner Inc was $9.4M
- COOCooper Cos Inc was $8.4M
- VEEVVeeva Sys Inc was $6.3M
- KVYOKlaviyo Inc was $5.7M
- UUnity Software Inc was $3.4M
- DKNGDraftkings Inc New was $2.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −20.6% | −4.6% |
| December 31, 2025 | +3.3% | +2.4% |
| September 30, 2025 | +3.6% | +7.8% |
| June 30, 2025 | +20.0% | +10.5% |
| March 31, 2025 | −7.1% | −4.6% |
| December 31, 2024 | +9.7% | +2.1% |
| September 30, 2024 | +13.5% | +5.4% |
| June 30, 2024 | +4.6% | +4.0% |
| March 31, 2024 | +15.7% | +10.0% |
| December 31, 2023 | +16.6% | +11.2% |
| September 30, 2023 | −1.1% | −3.6% |
| June 30, 2023 | +7.5% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +13.2% | +7.1% |
| September 30, 2022 | −2.8% | −5.3% |
| June 30, 2022 | −25.1% | −16.5% |
| March 31, 2022 | −24.2% | −4.9% |
| December 31, 2021 | −1.2% | +10.7% |
| September 30, 2021 | −3.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Goodnow Investment Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1362255&type=13F-HR&dateb=&owner=include&count=40CIK 1362255
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1362255/000091957426005180/Filed August 14, 2026 · accession 0000919574-26-005180