Goodnow Investment Group

Goodnow Investment as of Sept. 30, 2012

Portfolio Holdings for Goodnow Investment

Goodnow Investment holds 29 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Genesee & Wyoming 8.0 $33M 486k 66.86
Alliance Data Systems Corporation (BFH) 7.4 $30M 212k 141.95
Amphenol Corporation (APH) 7.3 $30M 506k 58.88
Neustar 7.2 $29M 734k 40.03
Express Scripts Holding 7.1 $29M 460k 62.63
Atlas Air Worldwide Holdings 6.7 $27M 525k 51.63
Polypore International 6.2 $25M 712k 35.35
Green Mountain Coffee Roasters 5.9 $24M 1.0M 23.74
Apple (AAPL) 5.2 $21M 31k 667.11
Discovery Communications 5.1 $21M 369k 56.04
Aircastle 5.1 $21M 1.8M 11.33
Baxter International (BAX) 4.1 $17M 277k 60.27
Vistaprint N V 4.1 $17M 488k 34.15
Covanta Holding Corporation 2.6 $11M 614k 17.16
Credit Acceptance (CACC) 2.4 $9.6M 113k 85.51
Qualcomm (QCOM) 2.3 $9.5M 152k 62.47
United Rentals (URI) 1.9 $7.6M 232k 32.71
GameStop (GME) 1.8 $7.5M 357k 21.00
Copart (CPRT) 1.8 $7.2M 260k 27.73
Palomar Medical Technologies 1.8 $7.2M 760k 9.43
Vicor Corporation (VICR) 1.4 $5.5M 832k 6.67
Ford Motor Company (F) 1.0 $4.0M 403k 9.86
SEI Investments Company (SEIC) 0.9 $3.6M 168k 21.44
General Motors Company (GM) 0.9 $3.6M 157k 22.75
RealD 0.6 $2.2M 250k 8.94
Standard Motor Products (SMP) 0.5 $2.1M 112k 18.42
MAKO Surgical 0.4 $1.8M 103k 17.41
Cleveland BioLabs 0.4 $1.5M 573k 2.68
Methanex Corp (MEOH) 0.3 $1.1M 38k 28.55