Portfolio (Quarterly) Guide ↗

GOODNOW INVESTMENT GROUP, LLC

· CIK 0001362255

13F Portfolio $913M AUM 29 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 7 Added 8 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PYPL	PAYPAL HLDGS INC	Financial Services	672,559	$39.3M	3.66%	SOLD
2	YELP	YELP INC	Communication Services	637,180	$19.4M	1.81%	SOLD

Sector Allocation

Consumer Cyclical 56.5%

Financial Services 19.0%

Technology 16.2%

Industrials 7.6%

Healthcare 0.8%