GOODNOW INVESTMENT GROUP LLC
Q2 2026 Form 13-F
DARIEN, CONNECTICUT
CIK 0001362255
· CRD 136792
· SEC-registered investment adviser
$963.7M Reported Value Total
GOODNOW INVESTMENT GROUP LLC reports 6 total accounts under management (AUM). There are 6 discretionary accounts valued at $1,133,994,925, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
6 funds
· $1.1B gross asset value
Hedge Fund: $1.1B
Source: Form ADV filed 2026-03-03
Reported value
$963.7M
Quarter over quarter
+11.9%
Holdings
23
Top-10 concentration
75.8%
Key People
Form ADV owners & control persons
Randall Matthew Heck
MEMBER
Bradley James Purcell
MEMBER
John Desmond Birkett
MEMBER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $963.7M |
| Positions | 23 |
| Change in reported value | +5.6% |
| New positions | 2 |
| Exited positions | 8 |
| Position turnover | 32.3% |
| Top-10 concentration | 75.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
23 | $963.7M |
|
Q1 2026 13F
Filed May 15, 2026
|
29 | $912.9M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
22 | $1.1B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
23 | $1.0B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
24 | $1.1B |
|
Q1 2025 13F
Filed May 15, 2025
|
23 | $927.5M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
27 | $1.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
24 | $942.9M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
23 | $864.1M |
|
Q1 2024 13F
Filed May 15, 2024
|
26 | $833.1M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
25 | $711.5M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
22 | $593.6M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
20 | $695.0M |
|
Q1 2023 13F
Filed May 15, 2023
|
18 | $611.7M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
17 | $623.8M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
17 | $594.7M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
20 | $649.4M |
|
Q1 2022 13F
Filed May 16, 2022
|
21 | $945.5M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
20 | $1.2B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
22 | $1.2B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CVNA CARVANA CO | $224.0M | 23.24% |
| 2 | CART MAPLEBEAR INC | $69.9M | 7.25% |
| 3 | CACC CREDIT ACCEP CORP MICH | $67.6M | 7.01% |
| 4 | GDDY GODADDY INC | $64.7M | 6.72% |
| 5 | EXPE EXPEDIA GROUP INC | $64.1M | 6.65% |
| 6 | W WAYFAIR INC | $57.6M | 5.98% |
| 7 | SGI SOMNIGROUP INTERNATIONAL INC | $53.9M | 5.59% |
| 8 | FOUR SHIFT4 PMTS INC | $51.0M | 5.29% |
| 9 | SN SHARKNINJA INC | $39.6M | 4.11% |
| 10 | FTAI FTAI AVIATION LTD | $37.9M | 3.93% |
| 11 | SUNB SUNBELT RENTALS HOLDINGS INC | $30.7M | 3.19% |
| 12 | GIL GILDAN ACTIVEWEAR INC | $29.6M | 3.07% |
| 13 | CNM CORE & MAIN INC | $28.1M | 2.92% |
| 14 | TDG TRANSDIGM GROUP INC | $27.3M | 2.83% |
| 15 | V VISA INC | $24.0M | 2.49% |
| 16 | IR INGERSOLL RAND INC | $21.4M | 2.23% |
| 17 | ZBRA ZEBRA TECHNOLOGIES CORPORATI | $19.8M | 2.05% |
| 18 | APO APOLLO GLOBAL MGMT INC | $14.0M | 1.45% |
| 19 | TEL TE CONNECTIVITY PLC | $11.5M | 1.19% |
| 20 | SPGI S&P GLOBAL INC | $9.7M | 1.01% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.