Goodnow Investment Group, LLC 13F 持仓 · 2026年Q2
Goodnow Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 9.64 亿美元。前几大持仓：CVNA（23.24%）、CART（7.25%）、CACC（7.01%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 7 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $224.0M | 23.24% | 3.4M | 增持 |
| 2 | CART | MAPLEBEAR INC | $69.9M | 7.25% | 1.5M | 增持 |
| 3 | CACC | CREDIT ACCEP CORP MICH | $67.6M | 7.01% | 106,131 | 减持 |
| 4 | GDDY | GODADDY INC | $64.7M | 6.72% | 762,469 | 增持 |
| 5 | EXPE | EXPEDIA GROUP INC | $64.1M | 6.65% | 250,372 | 增持 |
| 6 | W | WAYFAIR INC | $57.6M | 5.98% | 623,772 | 减持 |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC | $53.9M | 5.59% | 687,425 | 增持 |
| 8 | FOUR | SHIFT4 PMTS INC | $51.0M | 5.29% | 1.0M | 增持 |
| 9 | SN | SHARKNINJA INC | $39.6M | 4.11% | 260,013 | 增持 |
| 10 | FTAI | FTAI AVIATION LTD | $37.9M | 3.93% | 139,960 | 增持 |
| 11 | SUNB | SUNBELT RENTALS HOLDINGS INC | $30.7M | 3.19% | 410,889 | 减持 |
| 12 | GIL | GILDAN ACTIVEWEAR INC | $29.6M | 3.07% | 574,007 | 增持 |
| 13 | CNM | CORE & MAIN INC | $28.1M | 2.92% | 582,813 | 减持 |
| 14 | TDG | TRANSDIGM GROUP INC | $27.3M | 2.83% | 20,482 | 增持 |
| 15 | V | VISA INC | $24.0M | 2.49% | 69,990 | 增持 |
| 16 | IR | INGERSOLL RAND INC | $21.4M | 2.23% | 261,554 | 减持 |
| 17 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $19.8M | 2.05% | 75,079 | 增持 |
| 18 | APO | APOLLO GLOBAL MGMT INC | $14.0M | 1.45% | 118,461 | 减持 |
| 19 | TEL | TE CONNECTIVITY PLC | $11.5M | 1.19% | 56,800 | 新建仓 |
| 20 | SPGI | S&P GLOBAL INC | $9.7M | 1.01% | 23,830 | 减持 |
| 21 | CARG | CARGURUS INC | $7.5M | 0.77% | 218,678 | 增持 |
| 22 | ICE | INTERCONTINENTAL EXCHANGE IN | $7.2M | 0.75% | 58,450 | 新建仓 |
| 23 | QXO | QXO INC | $2.7M | 0.28% | 157,180 | 增持 |
| 24 | APTV | APTIV PLC | $0 | 0.00% | 0 | 清仓 |
| 25 | COO | COOPER COS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR