Goodnow Investment Group

Goodnow Investment as of June 30, 2011

Portfolio Holdings for Goodnow Investment

Goodnow Investment holds 33 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Credit Acceptance (CACC) 7.8 $33M 393k 84.47
Atlas Air Worldwide Holdings 6.0 $26M 428k 59.51
Genesee & Wyoming 5.9 $25M 424k 58.64
Amphenol Corporation (APH) 5.6 $24M 435k 53.99
Sealed Air (SEE) 5.4 $23M 955k 23.79
Alliance Data Systems Corporation (BFH) 4.9 $21M 219k 94.07
Aircastle 4.8 $20M 1.6M 12.72
Hasbro (HAS) 4.5 $19M 433k 43.93
Baxter International (BAX) 4.5 $19M 318k 59.69
Te Connectivity Ltd for (TEL) 4.4 $19M 503k 36.76
Microsoft Corporation (MSFT) 4.2 $18M 675k 26.00
Goodrich Corporation 4.0 $17M 176k 95.50
Vicor Corporation (VICR) 4.0 $17M 1.0M 16.17
Corning Incorporated (GLW) 3.9 $16M 902k 18.15
Express Scripts 3.8 $16M 300k 53.98
Hexcel Corporation (HXL) 3.7 $16M 708k 21.89
Discovery Communications 3.2 $14M 375k 36.55
Copart (CPRT) 2.7 $11M 241k 46.60
Covanta Holding Corporation 2.4 $10M 610k 16.49
Palomar Medical Technologies 2.0 $8.6M 765k 11.28
Vistaprint N V 1.8 $7.5M 156k 47.85
Charles Schwab Corporation (SCHW) 1.6 $6.9M 418k 16.45
Neustar 1.5 $6.2M 238k 26.20
Ford Motor Company (F) 1.4 $5.7M 413k 13.79
GameStop (GME) 1.3 $5.4M 204k 26.67
Steinway Musical Instruments 1.1 $4.6M 181k 25.69
Modine Manufacturing (MOD) 1.0 $4.1M 266k 15.37
Chimera Investment Corporation 0.8 $3.4M 976k 3.46
General Motors Company (GM) 0.7 $3.1M 103k 30.36
American Eagle Outfitters (AEO) 0.5 $2.0M 160k 12.75
Cleveland BioLabs 0.5 $2.0M 585k 3.41
Willis Group Holdings 0.2 $1.0M 25k 41.10
InterDigital (IDCC) 0.1 $613k 15k 40.87