Managers / Q1 2026
GOODNOW INVESTMENT GROUP, LLC
CIK 0001362255 · 9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820 · 203-655-6272
Reported Value
$913M
Q1 2026
Positions
29
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing
Summary
Goodnow Investment Group, Llc reported $913M in U.S.-listed holdings across 29 positions for Q1 2026.
The portfolio is heavily concentrated: CVNA alone accounts for 24.9% of reported value.
Compared with Q4 2025, the fund opened 9 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 92.9% · $848M
- Other · 7.1% · $65M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $913M | 29 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 22 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.0B | 23 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 24 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $928M | 23 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.0B | 27 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $943M | 24 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $864M | 23 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $833M | 26 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $711M | 25 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $594M | 22 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $695M | 20 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $612M | 18 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $623.8B | 17 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $595M | 17 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $649M | 20 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $946M | 21 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.2B | 20 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.2B | 22 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.2B | 20 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.1B | 20 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $991M | 20 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $884M | 22 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $841M | 25 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $525M | 26 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $747M | 23 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $704M | 21 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $753M | 24 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $725M | 26 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $530M | 25 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.