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

GOODNOW 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 changes Transaction represents 0.5% of 13F reportable AUM New stake totals 1,377,881 shares, valued at $61.98 million Position accounts for 5.78% of fund AUM, which places it outside the fund's top five holdings