Goodnow Investment Group Boosts Stake in Instacart as Brands Compete for Digital Shelf Space

Goodnow Investment Group Boosts Stake in Instacart as Brands Compete for Digital Shelf Space

Key PointsGOODNOW Investment Group, LLC bought 131,723 shares; estimated transaction value of $5.39 million (based on average closing price October–December 2025)Quarter-end position value increased by $16.17 million, reflecting both trading and price changesTransaction represents 0.5% of 13F reportable AUMNew stake totals 1,377,881 shares, valued at $61.98 millionPosition accounts for 5.78% of fund AUM, which places it outside the fund's top fi…