Goodnow Investment as of Sept. 30, 2016
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 22 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 10.3 | $44M | 217k | 201.07 | |
| Paypal Holdings (PYPL) | 8.9 | $38M | 914k | 40.97 | |
| Aircastle | 8.7 | $37M | 1.8M | 19.86 | |
| Zebra Technologies (ZBRA) | 8.0 | $34M | 487k | 69.61 | |
| Genesee & Wyoming | 7.8 | $33M | 480k | 68.95 | |
| Gaming & Leisure Pptys (GLPI) | 6.4 | $27M | 810k | 33.45 | |
| Cimpress N V Shs Euro | 5.9 | $25M | 246k | 101.18 | |
| Strayer Education | 5.5 | $23M | 498k | 46.68 | |
| Commscope Hldg (COMM) | 5.4 | $23M | 763k | 30.11 | |
| Sinclair Broadcast | 5.2 | $22M | 760k | 28.88 | |
| Asbury Automotive (ABG) | 4.1 | $17M | 311k | 55.67 | |
| Neustar | 3.8 | $16M | 596k | 26.59 | |
| SEI Investments Company (SEIC) | 3.7 | $16M | 343k | 45.61 | |
| Discovery Communications | 3.4 | $14M | 548k | 26.31 | |
| World Acceptance (WRLD) | 2.5 | $10M | 213k | 49.04 | |
| United Rentals (URI) | 2.4 | $10M | 131k | 78.49 | |
| General Motors Company (GM) | 1.8 | $7.7M | 244k | 31.77 | |
| Dollar Tree (DLTR) | 1.8 | $7.6M | 97k | 78.93 | |
| Arctic Cat | 1.7 | $7.2M | 468k | 15.49 | |
| Quanex Building Products Corporation (NX) | 0.9 | $3.6M | 210k | 17.26 | |
| Mobileye | 0.8 | $3.6M | 84k | 42.57 | |
| Etsy (ETSY) | 0.8 | $3.4M | 240k | 14.28 |
