GOODNOW INVESTMENT GROUP, LLC
Darien CT · SEC CIK 0001362255
$9.13亿2026Q1 申报市值
29持仓数
73.0%前十大占比 · 第一大 24.9%
9 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$4,777.23万
DKS 新建仓+$2,513.72万
V 新建仓+$1,319.58万
SPGI 新建仓+$1,024.64万
COO 新建仓+$836.12万
2026Q1 卖出最多 按季末市值估算
PYPL 清仓-$3,926.40万
YELP 清仓-$1,936.39万
EXPE 减仓-$1,046.37万
APTV 减仓-$509.97万
IR 减仓-$283.36万
2026Q1 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 | $2.28亿 | 24.95% | 724,441 | 14,350 | 2.0% | $451.14万 | 加仓 |
| GDDY | GODADDY INC | $6,160.73万 | 6.75% | 745,219 | 3,470 | 0.5% | $28.69万 | 加仓 |
| CART | MAPLEBEAR INC | $5,183.53万 | 5.68% | 1,383,751 | 5,870 | 0.4% | $21.99万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $5,027.68万 | 5.51% | 217,752 | -45,319 | -17.2% | -$1,046.37万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $4,927.85万 | 5.40% | 116,371 | -420 | -0.4% | -$17.79万 | 减仓 |
| W | WAYFAIR INC | $4,802.85万 | 5.26% | 638,592 | 5,640 | 0.9% | $42.42万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4,777.23万 | 5.23% | 733,943 | 733,943 | — | $4,777.23万 | 新建仓 |
| APTV | APTIV PLC | $4,714.44万 | 5.16% | 678,923 | -73,440 | -9.8% | -$509.97万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $4,507.83万 | 4.94% | 609,825 | -30,070 | -4.7% | -$222.28万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $3,735.55万 | 4.09% | 854,230 | 3,030 | 0.4% | $13.25万 | 加仓 |
| CNM | CORE & MAIN INC | $3,724.66万 | 4.08% | 753,979 | -6,860 | -0.9% | -$33.89万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $2,867.63万 | 3.14% | 257,371 | 1,550 | 0.6% | $17.27万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $2,513.72万 | 2.75% | 126,770 | 126,770 | — | $2,513.72万 | 新建仓 |
| IR | INGERSOLL RAND INC | $2,470.99万 | 2.71% | 308,411 | -35,367 | -10.3% | -$283.36万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $2,087.52万 | 2.29% | 18,012 | 2,570 | 16.6% | $297.85万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1,673.66万 | 1.83% | 300,747 | -43,180 | -12.6% | -$240.30万 | 减仓 |
| SN | SHARKNINJA INC | $1,569.05万 | 1.72% | 148,163 | 620 | 0.4% | $6.57万 | 加仓 |
| V | VISA INC | $1,319.58万 | 1.45% | 43,660 | 43,660 | — | $1,319.58万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $1,024.64万 | 1.12% | 24,090 | 24,090 | — | $1,024.64万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $947.11万 | 1.04% | 45,299 | 15,810 | 53.6% | $330.56万 | 加仓 |
| IT | GARTNER INC | $940.27万 | 1.03% | 59,383 | 11,000 | 22.7% | $174.17万 | 加仓 |
| COO | COOPER COS INC | $836.12万 | 0.92% | 116,940 | 116,940 | — | $836.12万 | 新建仓 |
| VEEV | VEEVA SYS INC | $627.11万 | 0.69% | 35,700 | 35,700 | — | $627.11万 | 新建仓 |
| CARG | CARGURUS INC | $585.11万 | 0.64% | 171,838 | 860 | 0.5% | $2.93万 | 加仓 |
| KVYO | KLAVIYO INC | $570.29万 | 0.62% | 293,059 | -81,490 | -21.8% | -$158.58万 | 减仓 |
| U | UNITY SOFTWARE INC | $338.89万 | 0.37% | 154,460 | 154,460 | — | $338.89万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $264.54万 | 0.29% | 122,360 | 122,360 | — | $264.54万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $183.75万 | 0.20% | 7,500 | 7,500 | — | $183.75万 | 新建仓 |
| QXO | QXO INC | $131.30万 | 0.14% | 67,610 | -1,010 | -1.5% | -$1.96万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -672,559 | -100.0% | -$3,926.40万 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -637,180 | -100.0% | -$1,936.39万 | 清仓 |