Latest statistics and disclosures from Goodnow Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Carvana Co cl a, ZBRA, CACC, Etsy, TDG, and represent 56.38% of Goodnow Investment's stock portfolio.
- Added to shares of these 10 stocks: Yelp Inc cl a (+$25.27M), Godaddy Inc cl a (+$18.33M), Etsy (+$17.45M), Strategic Education Inc (+$15.51M), Viacomcbs Inc (+$8.24M), Delphi Automotive Inc international stock (+$6.26M), TDG, SEIC, WRLD, Michael Kors Holdings Ord Shs.
- Started 4 new stock positions in Godaddy Inc cl a, Viacomcbs Inc, Strategic Education Inc, Michael Kors Holdings Ord Shs.
- Reduced shares in these 10 stocks: GWR (-$47.43M), Carvana Co cl a (-$36.41M), ADS (-$20.99M), SBGI (-$15.60M), Gardner Denver Hldgs (-$14.50M), Graftech International Ltd (-$8.37M), CMCSA (-$6.60M), Gaming & Leisure Pptys, Sensata Technolo, Aircastle Ltd.
- Sold out of its positions in ADS, Charter Communications Inc New Cl A cl a, Gtt Communications, Garrett Motion Inc, GWR, ULTA, Te Connectivity Ltd for.
- Goodnow Investment was a net seller of stock by $71.98M.
- Goodnow Investment has $746.70M in assets under management (AUM), growing by 3.05%.
Portfolio Holdings for Goodnow Investment
Companies in the Goodnow Investment portfolio as of the December 2019 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Share Count||Change in Shares||Price|
|Carvana Co cl a||19.83||1.61M||-19%||92.05|
|Zebra Technologies (ZBRA)||14.86||434499||255.44|
|Credit Acceptance (CACC)||8.56||144524||-2%||442.33|
|TransDigm Group Incorporated (TDG)||6.31||84193||+9%||560.00|
|Gardner Denver Hldgs||5.60||1.14M||-25%||36.68|
|Yelp Inc cl a||3.62||775795||+1446%||34.83|
|Gaming & Leisure Pptys||3.56||617967||-15%||43.05|
|SEI Investments Company (SEIC)||3.09||352355||+21%||65.48|
|Godaddy Inc cl a||2.45||269870||NEW||67.92|
|Sinclair Broadcast (SBGI)||2.38||532929||-46%||33.34|
|Strategic Education Inc||2.08||97598||NEW||158.90|
|Graftech International Ltd||1.79||1.15M||-38%||11.62|
|Delphi Automotive Inc international stock||1.15||90803||+264%||94.97|
|World Acceptance (WRLD)||1.12||97070||+61%||86.40|
|Discovery Communications (DISCK)||0.71||173205||+9%||30.49|
|Comcast Corporation (CMCSA)||0.13||21940||-86%||44.99|
|Michael Kors Holdings Ord Shs||0.07||12890||NEW||38.17|
Past Filings by Goodnow Investment
View past SEC 13F filings by Goodnow Investment
- Goodnow Investment 2019 Q1 filed May 15, 2019
- Goodnow Investment 2018 Q4 filed Feb. 14, 2019
- Goodnow Investment 2018 Q3 filed Nov. 14, 2018
- Goodnow Investment 2018 Q2 filed Aug. 14, 2018
- Goodnow Investment 2018 Q1 filed May 15, 2018
- Goodnow Investment 2017 Q4 filed Feb. 14, 2018
- Goodnow Investment 2017 Q3 filed Nov. 14, 2017
- Goodnow Investment 2017 Q2 filed Aug. 14, 2017
- Goodnow Investment 2017 Q1 filed May 15, 2017
- Goodnow Investment 2016 Q4 filed Feb. 13, 2017
- Goodnow Investment 2016 Q3 filed Nov. 14, 2016
- Goodnow Investment 2016 Q2 filed Aug. 15, 2016
- Goodnow Investment 2016 Q1 filed May 16, 2016
- Goodnow Investment 2015 Q4 filed Feb. 16, 2016
- Goodnow Investment 2014 Q1 filed May 15, 2014
- Goodnow Investment 2013 Q3 filed Nov. 14, 2013
- Goodnow Investment 2013 Q2 filed Aug. 14, 2013
- Goodnow Investment 2012 Q3 filed Nov. 14, 2012
- Goodnow Investment 2011 Q4 filed Feb. 14, 2012