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 (GPS) | 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 |