Goodnow Investment as of March 31, 2014
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 26 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Green Mtn | 11.9 | $76M | 715k | 105.59 | |
| Genesee & Wyoming | 8.2 | $52M | 538k | 97.32 | |
| Express Scripts Holding | 6.5 | $41M | 550k | 75.09 | |
| Aircastle | 6.3 | $40M | 2.1M | 19.38 | |
| eBay (EBAY) | 5.9 | $38M | 683k | 55.24 | |
| Neustar | 5.5 | $35M | 1.1M | 32.51 | |
| Apple (AAPL) | 5.4 | $34M | 64k | 536.75 | |
| Hertz Global Holdings | 5.1 | $33M | 1.2M | 26.64 | |
| United Rentals (URI) | 4.8 | $30M | 319k | 94.94 | |
| Vistaprint N V | 4.4 | $28M | 563k | 49.22 | |
| Qualcomm (QCOM) | 3.9 | $25M | 317k | 78.86 | |
| Gap (GAP) | 3.6 | $23M | 579k | 40.06 | |
| Credit Acceptance (CACC) | 3.5 | $22M | 156k | 142.15 | |
| Dollar Tree (DLTR) | 3.3 | $21M | 400k | 52.18 | |
| Nu Skin Enterprises (NUS) | 3.1 | $20M | 236k | 82.85 | |
| Discovery Communications | 3.0 | $19M | 250k | 77.06 | |
| Amphenol Corporation (APH) | 2.9 | $19M | 203k | 91.65 | |
| Gaming & Leisure Pptys (GLPI) | 2.8 | $18M | 486k | 36.46 | |
| Copart (CPRT) | 1.8 | $12M | 322k | 36.39 | |
| World Acceptance (WRLD) | 1.5 | $9.5M | 127k | 75.08 | |
| General Motors Company (GM) | 1.5 | $9.4M | 274k | 34.42 | |
| Strayer Education | 1.4 | $9.1M | 197k | 46.43 | |
| Cognizant Technology Solutions (CTSH) | 1.3 | $8.3M | 164k | 50.60 | |
| SEI Investments Company (SEIC) | 1.1 | $7.0M | 208k | 33.61 | |
| TRW Automotive Holdings | 1.0 | $6.2M | 76k | 81.62 | |
| Tripadvisor (TRIP) | 0.1 | $714k | 7.9k | 90.64 |
