Goodnow Investment as of Dec. 31, 2011
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 32 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Credit Acceptance (CACC) | 9.1 | $31M | 372k | 82.28 | |
Neustar | 7.5 | $25M | 737k | 34.17 | |
Genesee & Wyoming | 7.2 | $24M | 401k | 60.58 | |
Amphenol Corporation (APH) | 6.8 | $23M | 507k | 45.39 | |
Alliance Data Systems Corporation (BFH) | 6.8 | $23M | 221k | 103.84 | |
Aircastle | 5.8 | $20M | 1.5M | 12.72 | |
Atlas Air Worldwide Holdings | 5.6 | $19M | 491k | 38.43 | |
Discovery Communications | 5.4 | $18M | 480k | 37.70 | |
Te Connectivity Ltd for (TEL) | 4.9 | $17M | 534k | 30.81 | |
Medco Health Solutions | 4.8 | $16M | 289k | 55.90 | |
Hasbro (HAS) | 4.6 | $16M | 488k | 31.89 | |
Baxter International (BAX) | 4.1 | $14M | 279k | 49.48 | |
Vistaprint N V | 4.0 | $13M | 436k | 30.60 | |
Copart (CPRT) | 3.5 | $12M | 243k | 47.89 | |
Covanta Holding Corporation | 2.5 | $8.4M | 617k | 13.69 | |
Vicor Corporation (VICR) | 2.2 | $7.3M | 919k | 7.96 | |
Palomar Medical Technologies | 2.1 | $7.1M | 762k | 9.30 | |
GameStop (GME) | 1.8 | $5.9M | 246k | 24.13 | |
Hexcel Corporation (HXL) | 1.7 | $5.9M | 243k | 24.21 | |
Qualcomm (QCOM) | 1.3 | $4.4M | 80k | 54.70 | |
Ford Motor Company (F) | 1.3 | $4.3M | 400k | 10.76 | |
Corning Incorporated (GLW) | 1.1 | $3.7M | 282k | 12.98 | |
Modine Manufacturing (MOD) | 1.0 | $3.2M | 342k | 9.46 | |
General Motors Company (GM) | 0.9 | $3.2M | 156k | 20.27 | |
American Eagle Outfitters (AEO) | 0.8 | $2.8M | 182k | 15.29 | |
InterDigital (IDCC) | 0.8 | $2.7M | 62k | 43.57 | |
Chimera Investment Corporation | 0.7 | $2.2M | 874k | 2.51 | |
Cleveland BioLabs | 0.5 | $1.6M | 553k | 2.86 | |
Quanex Building Products Corporation (NX) | 0.4 | $1.4M | 92k | 15.02 | |
TRW Automotive Holdings | 0.4 | $1.3M | 39k | 32.60 | |
SEI Investments Company (SEIC) | 0.3 | $868k | 50k | 17.36 | |
Methanex Corp (MEOH) | 0.2 | $858k | 38k | 22.82 |