GOODNOW INVESTMENT GROUP, LLC
Darien CT · SEC CIK 0001362255
$9.64亿2026Q2 申报市值
23持仓数
75.8%前十大占比 · 第一大 23.2%
2 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FTAI 加仓+$3,583.44万
SN 加仓+$1,703.14万
GIL 加仓+$1,410.02万
TEL 新建仓+$1,145.14万
FOUR 加仓+$940.21万
2026Q2 卖出最多 按季末市值估算
APTV 清仓-$4,714.44万
DKS 清仓-$2,513.72万
SUNB 减仓-$2,416.77万
APO 减仓-$1,643.44万
CVNA 减仓-$1,441.59万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | $2.24亿 | 23.24% | 3,403,185 | -219,020 | -6.0% | -$1,441.59万 | 减仓 |
| CART | MAPLEBEAR INC | $6,989.76万 | 7.25% | 1,476,191 | 92,440 | 6.7% | $437.70万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $6,757.79万 | 7.01% | 106,131 | -10,240 | -8.8% | -$652.02万 | 减仓 |
| GDDY | GODADDY INC | $6,471.84万 | 6.72% | 762,469 | 17,250 | 2.3% | $146.42万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $6,406.52万 | 6.65% | 250,372 | 32,620 | 15.0% | $834.68万 | 加仓 |
| W | WAYFAIR INC | $5,764.90万 | 5.98% | 623,772 | -14,820 | -2.3% | -$136.97万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $5,389.41万 | 5.59% | 687,425 | 77,600 | 12.7% | $608.38万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $5,095.19万 | 5.29% | 1,047,530 | 193,300 | 22.6% | $940.21万 | 加仓 |
| SN | SHARKNINJA INC | $3,959.22万 | 4.11% | 260,013 | 111,850 | 75.5% | $1,703.14万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $3,786.34万 | 3.93% | 139,960 | 132,460 | 1,766.1% | $3,583.44万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3,073.86万 | 3.19% | 410,889 | -323,054 | -44.0% | -$2,416.77万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $2,961.88万 | 3.07% | 574,007 | 273,260 | 90.9% | $1,410.02万 | 加仓 |
| CNM | CORE & MAIN INC | $2,812.07万 | 2.92% | 582,813 | -171,166 | -22.7% | -$825.88万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $2,728.28万 | 2.83% | 20,482 | 2,470 | 13.7% | $329.01万 | 加仓 |
| V | VISA INC | $2,401.29万 | 2.49% | 69,990 | 26,330 | 60.3% | $903.36万 | 加仓 |
| IR | INGERSOLL RAND INC | $2,144.48万 | 2.23% | 261,554 | -46,857 | -15.2% | -$384.18万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1,976.53万 | 2.05% | 75,079 | 29,780 | 65.7% | $783.99万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,401.51万 | 1.45% | 118,461 | -138,910 | -54.0% | -$1,643.44万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1,145.14万 | 1.19% | 56,800 | 56,800 | — | $1,145.14万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $970.50万 | 1.01% | 23,830 | -260 | -1.1% | -$10.59万 | 减仓 |
| CARG | CARGURUS INC | $745.47万 | 0.77% | 218,678 | 46,840 | 27.3% | $159.68万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $719.58万 | 0.75% | 58,450 | 58,450 | — | $719.58万 | 新建仓 |
| QXO | QXO INC | $271.61万 | 0.28% | 157,180 | 89,570 | 132.5% | $154.78万 | 加仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -678,923 | -100.0% | -$4,714.44万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -126,770 | -100.0% | -$2,513.72万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -59,383 | -100.0% | -$940.27万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -116,940 | -100.0% | -$836.12万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -35,700 | -100.0% | -$627.11万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -293,059 | -100.0% | -$570.29万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -154,460 | -100.0% | -$338.89万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -122,360 | -100.0% | -$264.54万 | 清仓 |