Goodnow Investment as of Dec. 31, 2015
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 28 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 9.5 | $48M | 225k | 214.02 | |
| Aircastle | 7.9 | $40M | 1.9M | 20.89 | |
| Paypal Holdings (PYPL) | 7.6 | $38M | 1.1M | 36.20 | |
| Zebra Technologies (ZBRA) | 7.0 | $35M | 506k | 69.65 | |
| Strayer Education | 6.9 | $35M | 579k | 60.12 | |
| Genesee & Wyoming | 6.8 | $34M | 634k | 53.69 | |
| Dollar Tree (DLTR) | 5.2 | $26M | 342k | 77.22 | |
| Cimpress N V Shs Euro | 4.6 | $23M | 287k | 81.14 | |
| Neustar | 4.5 | $23M | 951k | 23.97 | |
| Penske Automotive (PAG) | 4.5 | $23M | 531k | 42.34 | |
| World Acceptance (WRLD) | 4.2 | $21M | 565k | 37.10 | |
| United Rentals (URI) | 3.5 | $18M | 241k | 72.54 | |
| eBay (EBAY) | 3.3 | $17M | 613k | 27.48 | |
| Commscope Hldg (COMM) | 3.3 | $17M | 648k | 25.89 | |
| SEI Investments Company (SEIC) | 3.2 | $16M | 311k | 52.40 | |
| Sinclair Broadcast | 2.8 | $14M | 439k | 32.54 | |
| Discovery Communications | 2.4 | $12M | 474k | 25.22 | |
| Gaming & Leisure Pptys (GLPI) | 2.2 | $11M | 408k | 27.80 | |
| Cognizant Technology Solutions (CTSH) | 2.2 | $11M | 185k | 60.02 | |
| Pinnacle Entertainment | 2.1 | $10M | 333k | 31.12 | |
| Qualcomm (QCOM) | 2.0 | $10M | 206k | 49.98 | |
| Amphenol Corporation (APH) | 1.4 | $6.9M | 131k | 52.23 | |
| Asbury Automotive (ABG) | 1.3 | $6.8M | 100k | 67.44 | |
| General Motors Company (GM) | 0.6 | $3.2M | 95k | 34.01 | |
| Fluor Corporation (FLR) | 0.5 | $2.3M | 49k | 47.22 | |
| R.R. Donnelley & Sons Company | 0.3 | $1.4M | 96k | 14.72 | |
| Tripadvisor (TRIP) | 0.1 | $707k | 8.3k | 85.20 | |
| Fleetmatics | 0.1 | $342k | 6.7k | 50.74 |
