Goodnow Investment as of June 30, 2013
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 33 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Green Mountain Coffee Roasters | 12.6 | $69M | 921k | 75.22 | |
Neustar | 8.0 | $44M | 904k | 48.68 | |
Genesee & Wyoming | 7.5 | $41M | 488k | 84.84 | |
Amphenol Corporation (APH) | 7.2 | $40M | 507k | 77.94 | |
Express Scripts Holding | 6.4 | $35M | 574k | 61.74 | |
Aircastle | 5.8 | $32M | 2.0M | 15.99 | |
Vistaprint N V | 5.1 | $28M | 568k | 49.37 | |
Polypore International | 4.6 | $26M | 633k | 40.30 | |
Discovery Communications | 4.5 | $25M | 359k | 69.77 | |
Tripadvisor (TRIP) | 4.4 | $24M | 399k | 60.87 | |
Atlas Air Worldwide Holdings | 4.2 | $23M | 535k | 43.76 | |
Hertz Global Holdings | 4.2 | $23M | 927k | 24.80 | |
Apple (AAPL) | 4.1 | $23M | 57k | 396.54 | |
Qualcomm (QCOM) | 3.8 | $21M | 346k | 61.09 | |
United Rentals (URI) | 3.2 | $18M | 354k | 49.91 | |
Dollar Tree (DLTR) | 2.6 | $15M | 286k | 50.84 | |
Credit Acceptance (CACC) | 2.6 | $14M | 136k | 105.05 | |
Ford Motor Company (F) | 1.1 | $6.1M | 393k | 15.47 | |
Gap (GPS) | 1.1 | $6.0M | 143k | 41.73 | |
SEI Investments Company (SEIC) | 1.0 | $5.3M | 188k | 28.43 | |
American Vanguard (AVD) | 1.0 | $5.3M | 226k | 23.43 | |
Copart (CPRT) | 0.8 | $4.7M | 153k | 30.80 | |
RealD | 0.7 | $3.8M | 272k | 13.90 | |
Examworks | 0.7 | $3.7M | 176k | 21.23 | |
Strayer Education | 0.6 | $3.2M | 65k | 48.82 | |
Alliance Data Systems Corporation (BFH) | 0.5 | $2.5M | 14k | 181.05 | |
Pool Corporation (POOL) | 0.4 | $2.2M | 41k | 52.42 | |
World Acceptance (WRLD) | 0.4 | $2.1M | 24k | 86.94 | |
Hexcel Corporation (HXL) | 0.2 | $1.3M | 39k | 34.05 | |
Sealed Air (SEE) | 0.2 | $1.1M | 44k | 23.95 | |
Garmin (GRMN) | 0.2 | $922k | 26k | 36.16 | |
Cleveland BioLabs | 0.2 | $951k | 602k | 1.58 | |
Coinstar | 0.1 | $645k | 11k | 58.67 |