GOODNOW INVESTMENT GROUP, LLC - Portfolio Stock Holdings

GOODNOW INVESTMENT GROUP, LLC disclosed 31 stock positions in a recent SEC 13F filing. $728,364,566 of stock holdings were filed, with the largest holdings including GDDY, CART, and CACC. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $1,133,994,925 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.