Goodnow Investment Group as of March 31, 2015
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 27 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Green Mtn | 11.5 | $76M | 684k | 111.73 | |
| Genesee & Wyo Cl A | 8.5 | $56M | 584k | 96.44 | |
| Aircastle | 6.7 | $45M | 2.0M | 22.46 | |
| Zebra Technologies Corp Cl A (ZBRA) | 6.1 | $41M | 450k | 90.71 | |
| Cimpress N V Shs Euro | 5.8 | $39M | 456k | 84.38 | |
| United Rentals (URI) | 5.6 | $37M | 406k | 91.16 | |
| eBay (EBAY) | 5.4 | $36M | 621k | 57.68 | |
| Credit Acceptance (CACC) | 5.0 | $33M | 171k | 195.00 | |
| Qualcomm (QCOM) | 4.6 | $30M | 437k | 69.34 | |
| Commscope Hldg (COMM) | 4.5 | $30M | 1.0M | 28.54 | |
| Penske Automotive (PAG) | 4.4 | $30M | 575k | 51.49 | |
| Neustar Cl A | 4.3 | $29M | 1.2M | 24.62 | |
| World Acceptance (WRLD) | 4.2 | $28M | 386k | 72.92 | |
| Strayer Education | 3.8 | $25M | 474k | 53.41 | |
| Gaming & Leisure Pptys (GLPI) | 3.5 | $23M | 628k | 36.87 | |
| TRW Automotive Holdings | 3.0 | $20M | 191k | 104.85 | |
| Asbury Automotive (ABG) | 2.3 | $16M | 188k | 83.10 | |
| Discovery Communicatns Com Ser C | 2.0 | $14M | 457k | 29.48 | |
| SEI Investments Company (SEIC) | 1.7 | $11M | 256k | 44.09 | |
| Cognizant Technology Solutio Cl A (CTSH) | 1.6 | $11M | 175k | 62.39 | |
| General Motors Company (GM) | 1.6 | $11M | 283k | 37.50 | |
| Fluor Corporation (FLR) | 1.2 | $8.2M | 143k | 57.16 | |
| Amphenol Corp Cl A (APH) | 1.1 | $7.7M | 130k | 58.93 | |
| Precision Castparts | 0.7 | $4.8M | 23k | 210.01 | |
| Sinclair Broadcast Group Cl A | 0.7 | $4.8M | 151k | 31.41 | |
| Tripadvisor (TRIP) | 0.1 | $689k | 8.3k | 83.14 | |
| Fleetmatics | 0.0 | $302k | 6.7k | 44.81 |
