Goodnow Investment Group as of June 30, 2017
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 24 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 11.1 | $53M | 207k | 257.14 | |
| Paypal Holdings (PYPL) | 10.5 | $50M | 936k | 53.67 | |
| Zebra Technologies (ZBRA) | 9.8 | $47M | 466k | 100.52 | |
| Genesee & Wyoming | 8.1 | $39M | 567k | 68.39 | |
| Strayer Education | 7.6 | $36M | 388k | 93.22 | |
| Commscope Hldg (COMM) | 6.6 | $32M | 829k | 38.03 | |
| Sinclair Broadcast | 6.1 | $29M | 889k | 32.90 | |
| Gaming & Leisure Pptys (GLPI) | 5.5 | $26M | 702k | 37.67 | |
| Cimpress N V Shs Euro | 4.7 | $22M | 235k | 94.53 | |
| Etsy (ETSY) | 4.3 | $21M | 1.4M | 15.00 | |
| Wayfair (W) | 4.0 | $19M | 247k | 76.88 | |
| Mobileye | 3.7 | $18M | 283k | 62.80 | |
| SEI Investments Company (SEIC) | 3.7 | $18M | 328k | 53.78 | |
| Aircastle | 3.2 | $15M | 709k | 21.75 | |
| Dollar Tree (DLTR) | 2.9 | $14M | 200k | 69.92 | |
| Carvana Co cl a (CVNA) | 2.5 | $12M | 572k | 20.47 | |
| Discovery Communications | 2.0 | $9.8M | 389k | 25.21 | |
| Sensata Technologies Hldg Bv | 0.9 | $4.4M | 104k | 42.72 | |
| Neustar | 0.9 | $4.4M | 132k | 33.35 | |
| Sportsmans Whse Hldgs (SPWH) | 0.6 | $2.6M | 489k | 5.40 | |
| Quanex Building Products Corporation (NX) | 0.5 | $2.4M | 113k | 21.15 | |
| Yelp Inc cl a (YELP) | 0.3 | $1.6M | 55k | 30.02 | |
| Quintiles Transnatio Hldgs I | 0.2 | $895k | 10k | 89.50 | |
| Fluor Corporation (FLR) | 0.1 | $687k | 15k | 45.80 |
