Goodnow Investment as of March 31, 2016
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 29 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Credit Acceptance (CACC) | 8.7 | $40M | 220k | 181.55 | |
Aircastle | 8.6 | $39M | 1.8M | 22.24 | |
Paypal Holdings (PYPL) | 8.2 | $38M | 982k | 38.60 | |
Genesee & Wyoming | 6.1 | $28M | 451k | 62.70 | |
Dollar Tree (DLTR) | 5.8 | $27M | 326k | 82.46 | |
Strayer Education | 5.8 | $27M | 547k | 48.75 | |
Zebra Technologies (ZBRA) | 5.3 | $25M | 356k | 69.00 | |
Cimpress N V Shs Euro | 5.2 | $24M | 267k | 90.69 | |
World Acceptance (WRLD) | 4.3 | $20M | 522k | 37.92 | |
Neustar | 4.2 | $19M | 784k | 24.60 | |
United Rentals (URI) | 4.1 | $19M | 303k | 62.19 | |
Penske Automotive (PAG) | 4.1 | $19M | 495k | 37.90 | |
Gaming & Leisure Pptys (GLPI) | 3.7 | $17M | 549k | 30.92 | |
Commscope Hldg (COMM) | 3.7 | $17M | 604k | 27.92 | |
Sinclair Broadcast | 3.4 | $16M | 505k | 30.75 | |
SEI Investments Company (SEIC) | 3.1 | $15M | 338k | 43.05 | |
eBay (EBAY) | 3.0 | $14M | 571k | 23.86 | |
Discovery Communications | 2.6 | $12M | 442k | 27.00 | |
Pinnacle Entertainment | 2.4 | $11M | 315k | 35.10 | |
Qualcomm (QCOM) | 2.2 | $10M | 199k | 51.14 | |
Asbury Automotive (ABG) | 1.9 | $8.5M | 143k | 59.84 | |
General Motors Company (GM) | 1.3 | $5.8M | 185k | 31.43 | |
Arctic Cat | 1.1 | $5.3M | 315k | 16.80 | |
Fluor Corporation (FLR) | 0.5 | $2.5M | 46k | 53.69 | |
R.R. Donnelley & Sons Company | 0.3 | $1.5M | 90k | 16.40 | |
Quanex Building Products Corporation (NX) | 0.2 | $873k | 50k | 17.37 | |
Tripadvisor (TRIP) | 0.1 | $535k | 8.0k | 66.48 | |
Mobileye | 0.1 | $358k | 9.6k | 37.29 | |
Fleetmatics | 0.1 | $267k | 6.6k | 40.70 |