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 (GAP) | 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 |
